AI for Accountants and Tax Professionals

About the book

A Practical, Technical and Ethical Guide for CPAs, Bookkeepers and Tax Preparers. A practical guide written for CPAs, enrolled agents, bookkeepers and tax preparers in the United States. With examples, prompts, boxes and checklists it covers: AI and the Accounting Profession; How the Technology Works; Document Intake and Data Extraction; Bookkeeping, Reconciliation and the Close; Tax Research and Preparation; Audit Analytics and Fraud Detection; Advisory: Forecasting and Cash Flow; Confidentiality, Consent and Data Security; Building the Firm's AI Stack; and closes with a concrete plan. Includes a prompt library, glossary, verified references for every chapter and a full bibliography. By Alberto Zaltzberg (www.az-emarketing.com). Educational material; not professional advice.

What you will learn

• Document Intake and Data Extraction
• Bookkeeping, Reconciliation and the Close
• Tax Research and Preparation
• Audit Analytics and Fraud Detection
• Advisory: Forecasting and Cash Flow
• Confidentiality, Consent and Data Security

About the author

Alberto Zaltzberg is a real estate broker in Florida and the author of hundreds of guides on real estate, investing, business and Jewish tradition. He writes practical, straightforward books to help readers make better decisions.

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