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CPAs are the unsung heroes of small business - how can AI help them?
CPAs face several challenges in growing their business and serving their clients. They must learn regulations, gain customer trust and stay compliant all the time. How can AI help them?
Auto Accidents on the accounting books Deepseek Version
How Deepseek AI deals with auto accidents and JEs for it
Non-cooperating client with several un-filed returns
I researched the perplexity AI engine about how to approach tax issues with a non-cooperating client
Business Performance Reporting - did not go well with ChatGPT
Here is an example of a business performance report that I asked ChatGPT to produce. I think I hit the limits of a simplistic conversation with AI. For this we need sophisticated AI Agents.
Effort estimate to fix books and taxes for a 7 year old SaaS business
How long will it take to fix all books and taxes for a 7 year old SaaS business that has never used a professional book keeper?
AI Generated Client Engagement Letter
I asked ChatGPT to generate an engagement letter to onboard new customers to a tax practice
Section 179 Deduction
I asked ChatGPT to calculate the Section 179 deduction for year 1. Here's what it said.
Accounting for Auto Accidents
Accidents happen. Here is how I would use AI to learn what to do in your accounting books when one does occur. As OpenAI Disclaims and I highly recommend, triple check the work that any AI does for you. In this conversation, ChatGPT got the concepts alright, but it made a bad mistake at the end. Read on to see what happened.