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Maximizing AI Tools for Accountants: Introduction to AI Agents
Information Technology

MAXIMIZING AI TOOLS FOR ACCOUNTANTS: INTRODUCTION TO AI AGENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 18, 2025
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaInformation Technology
Course LevelIntermediate
Who Should AttendBookkeeper
CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Small Business Owner
Series: ChatGPT & Artificial Intelligence
Course Description

Of the many new developments in the world of Artificial Intelligence (AI) and Large Language Model (LLM) based products, one recent innovation has even more transformative potential for accountants and tax professionals, and that is the use of AI agents. This course will introduce CPAs to the growing impact and usefulness of AI agents.

Attend this webinar to learn the fundamentals of AI agents, how tools like ChatGPT and other AI-based tools work in the accounting profession, and the trade-offs of integrating those tools into a workflow. This presentation will explore real-world use cases, key benefits, and potential risks to help stay ahead of industry trends. Whether you're new to AI or looking to optimize your practice, this session will provide valuable insights into the future of accounting.

Learning Objectives

  • Identify what AI agents are and how they can transform the accounting profession

  • Recognize the use of key AI-based tools that assist in accounting workflows

  • Evaluate the benefits, risks, and trade-offs of integrating AI agents into accounting processes

  • Recognize real-world use cases demonstrating AI’s impact on efficiency, decision-making, and client services

  • Evaluate emerging AI trends and how accountants can stay ahead in an evolving profession

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Hector Garcia, CPA

Hector Garcia, CPA
Principal Accountant and QuickBooks Trainer
[email protected]
(954) 414-1524

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Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, Florida, at his firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in the accounting & financial departments of several fortune 500 companies, including Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in training; it comes from his successful career in which he applied his philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, Florida training center almost every weekend. Hector is married with four children, and lives in Weston, Florida. Hector is fluent in Spanish and English.


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About Our Presenter

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Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Doral, Florida, at his firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in the accounting & financial departments of several Fortune 500 companies, including Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in training; it comes from his successful career in which he applied his philosophy of continuous learning and sharing experiences with co-workers.  Hector is married with four children and lives in Weston, Florida. Hector is fluent in Spanish and English