Moving beyond simple prompt-and-response interactions, this course explores the emerging world of Agentic AI—systems capable of autonomous reasoning, planning, and executing multi-step tasks. We will examine how these 'agents' differ from standard LLM chats and how they can be integrated into business systems to deliver tangible value. Participants will learn about current platform applications, the role of large models in automation, and specific use cases tailored for small-to-medium businesses (SMBs) and public accounting firms. The session also addresses critical considerations including security risks, data privacy, and the strategic benefits of deploying autonomous agents in professional environments.
CPAs, accounting firm partners, SMB business owners, CFOs, and technology consultants looking to move beyond simple prompting into automated workflows.
It's not. You should already have a basic familiarity with tools like ChatGPT or Claude, as we build on those fundamentals to explore more complex automation.
We cover public accounting workflows like audit and tax, but we also look at general SMB operations and customer service applications. The principles apply to any professional environment where multi-step tasks are common.
No, this is an Information Technology course at an intermediate level designed for professionals like CPAs and business owners. We explain the reasoning loops and tools without requiring you to write code.
We examine current platforms and consumer-facing tools like Claude Desktop and AutoGPT. You'll see how these differ from the standard chat windows you're likely using now.
Yes, we spend dedicated time evaluating security, data privacy, and ethical risks. It's vital to understand these before you integrate autonomous agents into your business systems.
I started out just like everyone else, using chatbots for simple emails and feeling like I'd hit a ceiling. I wrote this course because the real shift happens when we stop treating AI like a calculator and start treating it like a colleague that can plan its own day. If you're running a firm or a small business, you don't just need better prompts; you need systems that actually finish the job.
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