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How to Use Claude AI in Your Accounting Practice: A Step-by-Step Guide
- Introduction to Claude AI and its relevance for accounting practices
- Beginner-friendly overview of where Claude fits in accounting workflows
- Common accounting tasks that can be supported by Claude
- Drafting client emails, letters, document requests, and internal updates
- Summarizing financial statements, reports, and accounting documents
- Supporting reconciliations, transaction review notes, and checklist creation
- Assisting with audit preparation, PBC requests, and follow-up tracking
- Supporting tax explanation drafts and research-note organization
- Reviewing accounting policies, procedures, and workflow documentation
- Helping create management reports and commentary drafts
- Using Claude for meeting notes, action summaries, and client follow-ups
- Prompt-writing techniques for accounting-practice use cases
- Confidentiality, data privacy, governance, and professional review
- Tasks where Claude should not be relied upon without human oversight
Overview of the webinar
This practical webinar introduces accountants and accounting practice professionals to Claude AI and explains how it can be used safely in everyday accounting workflows. The session focuses on realistic use cases such as drafting client communications, summarizing reports, preparing document request lists, supporting reconciliations, organizing audit preparation tasks, reviewing policies, helping with tax explanation drafts, and creating clearer management reporting commentary.
Attendees will learn how Claude can support the drafting, summarizing, organizing, and communication side of accounting work without replacing technical accounting review or professional accountability. The webinar will also explain how to write better prompts, structure Claude outputs as tables and checklists, and apply simple review steps before using any AI-assisted work.
The session is designed for professionals who are new to AI or still building confidence with Claude. It will cover practical implementation ideas, common mistakes, confidentiality considerations, governance issues, and examples of where Claude should not be relied on without human review. By the end, attendees should understand how to identify safe first use cases and begin testing Claude in a controlled accounting practice workflow.
Who should attend?
- Accountants and Senior Accountants
- Certified Public Accountants (CPAs)
- Bookkeepers and Payroll Professionals
- Tax Professionals and Tax Managers
- Controllers and Assistant Controllers
- Finance Managers and Directors
- Audit Managers and Internal Auditors
- Financial Analysts and Reporting Specialists
- Accounting Firm Owners and Partners
- Advisory and Client Services Professionals
- Suitable for accountants, bookkeepers, tax professionals, CPA firm staff, practice owners, controllers, and finance professionals who are new to Claude AI or at an early stage of exploring practical AI-assisted accounting workflows.
Why should you attend?
Accounting practices are under pressure to respond faster, manage growing workloads, improve client communication, and deliver more value without weakening accuracy, confidentiality, or professional judgment. Many day-to-day accounting tasks are document-heavy, repetitive, and time-consuming, including client emails, report summaries, reconciliations, tax support, audit preparation, policy review, and workflow documentation.
This beginner-to-intermediate session provides a practical step-by-step guide to where Claude AI can support accounting practice workflows. Attendees will learn how Claude can help draft clearer communication, summarize financial information, organize client requests, create checklists, support reporting commentary, and improve documentation.
The session also explains the boundaries: Claude can support productivity, but accounting professionals remain responsible for review, accuracy, confidentiality, and final client-facing outputs.
Faculty - Mr.Mike Cunningham
Mike Cunningham is an AI workflow trainer and webinar presenter specialising in the practical use of artificial intelligence in professional environments. He helps professionals understand how tools such as Claude, ChatGPT, and other AI platforms can be applied to everyday workplace tasks in realistic, controlled, and commercially useful ways.
With a background in multimedia, digital communication, and professional training, Mike focuses on translating rapidly evolving AI capabilities into clear and accessible workflows. His sessions move beyond generic demonstrations to explore how AI can support tasks such as research, drafting, summarisation, documentation, reporting, data analysis, client communication, and process improvement.
A key focus of Mike’s training is responsible and effective AI adoption. His sessions address important considerations including confidentiality, data handling, verification, human oversight, and professional judgement. AI is presented not as a replacement for professional expertise, but as a tool that can reduce repetitive work, improve clarity, accelerate analysis, and support better-informed working practices.
Across a range of professional and business-focused topics, Mike provides structured examples and workflows that attendees can evaluate and adapt to their own roles and organisations. His approach combines clear communication with practical application, helping professionals develop a realistic understanding of where AI adds value, where its limitations remain, and how it can be used safely and effectively in the workplace.