AI for Accountants: Boosting Productivity & Growth in 2 Hours

A Beginner & Intermediate Guide to Saving Time, Automating Admin, and Attracting More Clients with AI

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Course Snapshot

Audience: Accountants & bookkeepers (practice or in-house)
Level: Beginner–Intermediate
Duration: 120 minutes

Delivered by Sam Onigbanjo- AI Prompt Engineer & Founder, AI Academy for Beginners

MODULE 1 (0–30 MINS):  Understanding AI & the New Era of Accountancy

  • What AI is
  • Common fears vs real-world applications
  • Real examples: How UK accounting firms are using AI to save 5–10 hrs/week
  • Quickfire tour: ChatGPT, Dext, Zapier, Copilot, Power BI,

MODULE 2 (30–60 MINS): AI for Daily Efficiency – Admin, Data & Reports

  •  AI-powered admin: Drafting emails, engagement letters, and VAT messages
  • OCR + Auto-entry tools (Dext, Hubdoc, AutoEntry) for invoices
  • AI in Excel: Formulas, dashboards, and financial summaries
  • Creating monthly packs and trial balance summaries faster

MODULE 3 (60–90 MINS): AI for Marketing, Client Growth & Retention

  • Why marketing is not optional for modern accountants
  • Create a 30-day social media calendar with AI in minutes
  • Use ChatGPT to write blogs, LinkedIn posts, and lead magnets
  • Automate client onboarding (Vimeo+ Zapier + Notion templates)

MODULE 4 (90–115 MINS): Build Your AI Productivity Plan

  • AI Tool Stack overview (ChatGPT, Zapier, Excel, Vimeo, etc.)
  • 7-Day Implementation Plan: Small wins that scale
  • How to stay compliant and ethical using AI in accounting
  • Productivity flywheel: repeatable tasks, saved time, reinvested growth

WRAP-UP (115–120 MINS): Q&A + Growth Path

  • Open Q&A or pre-submitted questions
  • Invitation to advanced training & 1 2 1 advisory clinic
  • Bonus Offer: Private community + AI Template Vault access

LEARNING OUTCOMES:
By the end of this course, participants will:

  • Understand AI’s role in modern accounting workflows
  • Automate admin, reduce errors, and save 4–8 hours/week
  • Use AI to create content and market services consistently
  • Build a client-friendly reporting system powered by automation
  • Walk away with a clear 7-day productivity plan

OPTIONAL MONETIZATION ADD-ONS:

  • Workbook / Journal “AI for Accountants: 30-Day Upgrade Guide”
  • Bonus Module “Grow Your Practice with AI” (social media + email marketing prompts)
  • Digital Badge “AI-Enabled Accountant (Level 1)” for LinkedIn and emails

Day: Thursday June 12th

6.30PM Start

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