Name: Your AI Starter Pack: Low-Hanging Fruit and First Steps to Implementation
Uploaded: 2025-10-23T20:16:10.796Z
Duration: 1 h 8 s
Description: Your AI Starter Pack: Low-Hanging Fruit and First Steps to Implementation

Transcript for "Your AI Starter Pack: Low-Hanging Fruit and First Steps to Implementation": All that AI. And just wanna throw out there right from the start, whether you have never touched AI at all or you've only dabbled it in a little bit, you're definitely in the right place. As you see the session title, it's low hanging fruit. So I'm gonna go through real use cases that I've learned and how it's really easy to get started with AI regardless of where you are. And even if you're an advanced user, I promise you there's gonna be some takeaway that you're gonna really use in your firm and it's gonna help make your business and your life better. Just wanna do a quick introduction about myself. My name is Nick Basha, and I inherited my family firm, which which was founded in 1975. So when I inherited that firm in 2013, it was very old school, and I'm kinda proud to say that I've modernized our firm using technology and more recently using AI, which we're gonna jump into. I'm the managing partner of Bosham Basia with my brother, Joe Basia. I'm also an into a tax council member, and we're always looking to push the profession forward. And I'm really excited that this session has really helped a lot of people how to get started with AI and how it's gonna help boost your business. I'm also known as the balanced CPA, and what I'm really passionate about is sharing the things I've learned to help other firm owners or other accountants streamline their workflow and just have more balance in their life and more fulfillment. Outside of the tax and bookkeeping, I love traveling. So my goal is to travel to a 100 countries around the world, and I'm really interested in personal growth. And I just keep trying to get better and better. So I hope something that I share today is gonna help someone out there today. Quick housekeeping. The the webcast gonna stream right through your computer speakers. We recommend using Chrome or Safari, and don't use any VPN ad blockers or firewalls because sometimes that could prevent the polling questions from popping up. At the very end, we're gonna have a survey. It's really important for you to take the survey if you can. It's really helpful so we could keep making more content like this to see what is interesting to the attendees, and we could keep giving you what you're looking for. So don't forget to do the survey at the very end. Then participating in the polls, you'll see when the poll is launched, I'll announce it. But you'll also see in the lower left area, there's gonna be a go to polls or a polls tab. And once the the poll gets launched, if you miss it, you'll be able to see the poll in the upper right corner. There should be a little tab there. I'm gonna leave the poll question up a little after just so if you missed it, it'll still be there. So just look in those areas to make sure you answer those polls. And just a disclaimer, the session's educational in nature and should not be construed as tax advice. You this will be eligible for one CPE credit, but not an IRS CE credit. To get their c CPE credit, you need to answer at least one polling question. There will be two total and attend a minimum of fifty minutes, and then the certificate will be mailed to you within forty eight hours. So we'll start off with the first polling question. What is your primary reason for attending this webinar? I'll leave this up for about fifteen to twenty seconds. And once I move forward, it'll still be available if you missed it. So just if you don't see a pop up, refresh your browser. That typically could help. And just select just so we could make sure you're attending and you'll get your CPE credits. Alright. I'll leave it over for a few more seconds, and let's get started. So I just wanna start off with what is AI. I know there's a lot of hype about AI and just wanna start off with AI is not about robots and it's not about replacing accountants. What I like to think of AI as think of it as a really powerful Google search. So I never use Google searches anymore because AI, which we're gonna dive into, is gonna give you a much better output than a a simple Google search. Or think of it like a really smart assistant that you have access to anytime that could search the web for all the information that's out there. The biggest myth that I had when I first started with AI or didn't start with AI was thinking that it was really just for techy people or people who knew code and was really complex. So I never really got started, but that was a complete myth because I'm gonna show you exactly how easy it is to use. And it's one of my favorite tools because it doesn't really take a lot of brain power power or previous knowledge to understand how to work it, and we're gonna go through all that together today. And a a way I like to explain AI is treat AI wherever you are in your journey today, but treat AI like an intern. If you hire an intern in your business day one, they probably don't really know too much, and they probably need a lot of training, and they're gonna get better with time. That first day, they don't know what to do, and then as you train them, they're gonna get better and better. But the good part with AI is we know AI is extremely smart. So if you just give the correct prompts and or correct correct instructions to AI, it's gonna give you really powerful outputs. And we're gonna go through all of that, and I'm gonna actually show you exactly how it's done. So if this doesn't mean anything to you yet, just I'm gonna encourage you just to keep your mind open. And the key takeaway I really want is just for you to start and start small, keep it simple, making that first step, and then we're gonna get more advanced as we go. So this isn't a polling question, just to be clear. This is just a question just to gauge the audience to see where you are in your AI journey. So just answer in the chat. There's not gonna be any polling pop ups or a polls tab showing up just to gauge where you're currently at because it is really helpful for feedback. So are you using it all the time? Are you just experimenting? You haven't started yet? Or you don't know if it's useful? So just answer in the chat because it's helpful just to kinda gauge where we're at. Thanks for for your responses and your participation. I'm gonna start with just talking about the the most popular I think the most popular AI chatbot chatbot platforms. So you probably heard of ChatGPT, which is OpenAI, or Claude, which is by Anthropic, Gemini, which is Google, or Copilot, which is Microsoft. And there's more. I just wanted to throw four of the probably the biggest right now. And just if you've already started with AI, you might be using Gemini or Copilot because it's already built into some of the tools you're already using, and that's completely fine. I just wanna point this out because I'm the tool we use at our firm that I use personally is ChatGBT by OpenAI, and that's the tool where I'm actually gonna show you throughout the presentation. Just so you know, you don't have to use ChatGBT. If you're using one of your other models, they're all gonna function fairly similarly, but they all have some are better than others in certain use cases. But if you haven't gotten started, I would recommend picking one and just using it and diving in. So as I mentioned, we're gonna go I'm gonna go through eight use cases. I could come up with tons and tons of use cases, but I think these eight are the most used, easy to use, and their cases these use cases, you could really start tomorrow. So I'm really excited to show you exactly how I started my journey. So I'm sure that a lot of you get tons of client emails. We serve a lot of clients. And every day I would come to the office, and I have tons of emails. And some days I would spend hours, an hour or two hours per day just replying to client emails, whether it be quick questions or complex tax questions or bookkeeping questions. Whatever you're getting emails throughout the day, you should definitely be leveraging AI to help you save a lot of times drafting emails. And I'm actually gonna show you exactly how I do it. And I put just simple prompts here just so you could see. Very easy, because prompting is an important part of using a chatbot like chat g b t because you're basically telling AI what you wanted to do. So what I'm gonna start with is I'm gonna jump over into the tools. I'm gonna share my screen. So for anyone who hasn't been in chat g b t before, this is basically the interface. So it's it's really just ask it says exactly what can I help with? So and you could ask it just about anything. So if you haven't seen it before, along here is just gonna be different tabs or different GPTs that we're gonna get into later. And these are just some chats that we have. So but don't pay attention to that now for the purpose of what we're about to dive into. So I'm gonna jump over to an email and just show you an email example. Have you ever got an email like this? Random text stuff I keep hearing. So this is from Alex. Obviously, I just made up real examples that I get from clients on a daily basis. I'm sure a lot of you could relate. But, hey, Nick. Hope you're doing well. I've been hearing a few things. I just figured I should ask ask you before I do anything dumb, which I like when they reach reach out first. My friend said switching to an LLC to an s corp would save them a ton on taxes. Should they do that? I forgot to make my last quarterly tax payment. Can I just double pay next time or will I get dinged? Also, what is the IRS website to pay? Also, I saw on TikTok, if I work from home, I could write off a ton of stuff like my Internet rent, even my dog since he could be considered security. I'm sure a lot of people are probably laughing, but these are real emails that I'm sure a bunch of us get that sometimes if if it's one or two, alright, you might just say, hey, Nick. I'll just reply and I'll just take care of it. But I'm gonna show you how ChatGPT could really save you a ton of time. And what I did all the prompts that I'm gonna show you are on the presentation, but I just typed it here just so you wouldn't have to spend time watching me type. So this is the first prompt, and the prompt again is just what to do what you would want ChassisBD to do. Reply to client email. I jump back over into the client email. Here's Alex's email, and I'm just gonna copy it. I'm gonna paste it over, and you'll see how quickly it could give you a really nice formatted response. And we all a lot of people I talked about AI, they're like, well, I could just type up the type up the answer myself, especially if it's a quick question. But I wanted to get a better use case just so you could see how powerful and how quick it is at answering multiple questions very quickly. I'm literally giving a presentation, and it's writing the email for me. So that's kind of a cool use case. So and it breaks down in a very organized way, answers all of his questions, even gives the IRS website, and breaks down their write offs on TikTok that they saw on TikTok. It has my name and information because it already saw in the email chain. So you could just copy this and obviously, I don't need to show you how to copy and paste over. But this is a great example of answering questions that it's able to go out into the Internet and search. Often people will say, hey. What if they give me incorrect information? I'm not gonna blindly copy and paste everything, but I've already ran through these examples just to be ready. But you could read through and even if some stuff is wrong, which sometimes there are mistakes, so that's definitely important to understand. Sometimes there's gonna be mistakes on what what output it gives you, but just in the purpose of how much time it saves you to write the email, it you just will save an astronomical amount of time. And this is just use case one, just one email. But I also wanted to show you another cool way that I wanted to say say how you could change. If if you don't necessarily want to reply to the client email, here, I just wanted to do another use case. We just do a new chat here. And just and the reason I'm showing this is just showing how powerful the prompt is. Because, basically, whatever you ask for, you're gonna get. So maybe you're like, I don't wanna answer the whole all his questions via email. I prefer the clients to call me or have a video call. So what I did here is elaborate on my email. And I would have typed this into the email chain and just kinda copy and and paste it in. But elaborate on my email, thanks for reaching out. It would be better for us to schedule an appointment to do a deeper dive. And I'm gonna do the same thing. I'm gonna copy the same exact email chain just so you see the difference, just of a few words. So now rather than answering all of his questions, So the only change I made in these two scenarios was just saying elaborate on my email, and I gave it a little blurb, which is typically what I would recommend doing. Kinda start typing email what you wanna say and say, elaborate on this. Or I don't wanna answer all the questions, like, in this scenario, and I wanna schedule a call. And it's just a really quick way to just save you a bunch of time on emails. It this saves me hours, and I think it's a really cool tool to start with. So now let's jump back over and go into use case two. Hopefully, some some of you will think use case one is valuable, but I have promised you we have a lot more cool ones to go over. So use case two, if you haven't used a meeting transcriber, I personally use otter.ai, and there's a bunch of different tools out there. And otter.ai is just basically joins all of my meetings, all my virtual meetings, as you see the picture there. If you have two people on the meeting, four people on the meeting, the cool part is it's gonna record what everyone says, and it's gonna label who's saying what. So it's really valuable. One, that's an that's an AI tool because what it will do is it'll transcribe the meeting, and it will automatically create a summary in the tool. So you don't even have to use ChatGPD necessarily. So that's a good place to start. However, I think chat GPT is, like will supercharge those meeting notes because you could give it more prompts of what you're looking for. So let's just say I have a conversation, which I'm actually gonna dive into one that an example. Now I you could there's multiple reasons why this is really beneficial to use in your firm. Because one, you could be fully engaged in the conversation. So if a client tells you a really important point, you don't have to say hold on and write some notes down and scribble on a paper. And maybe most likely, you're you're gonna miss a lot of the conversation when you're trying to write notes and how fast could you really write. So this is gonna automate that whole process. So if you're already using something like that, that's great. And if you're not, you should just check out all the different tools out there because this is, I think, is really powerful. And it's just gonna help have a better experience with your client. So here, I have the simple of prompt example just like I did in the last example. Summarize this meeting transcript in an email to all to my client with action items for both them and myself. And this is another example why a prompt is so important because what I did in the beginning when I was doing these, I would get the email and I or the whole transcript, and I would summarize it, and then I would have to modify the summary into email format to send to the client. But then I was like, oh, yeah. If I just ask it to write in an email format, that just saves me a step. And that's a good good an example. You're not gonna be an expert at prompting AI from day one. It's gonna take you some time to get more experience with prompting. But I'm gonna all these examples, I'm trying to make them very simple. So you realize, oh, you could just start this this tomorrow. So let me share my screen again. Sorry for the back and forth, but I think it's really valuable to see exactly how to do it and not just talk about doing it. So start a new chat. And, again, just for the interest of time, summarize this meeting transcript. It's exactly what was in the PowerPoint. So I have the prompt, and then what I did through Otter, any transcriber will do this. You could export it instead of going to a new tool. What I did before the the this presentation, I just exported the actual transcript of exactly what I discussed with Samantha Clark. It was a real conversation with a real client. I just redacted all the personal personalized information and made up a fake name just for the purpose of the call. But you see the full conversation. This is only a fifteen minute quick call I had with the client, but you could do the exact same thing with a sixty minute call. So now you just drop that entire conversation in there, and it's automatically drafting an email summary from our conversation. And you'll see you could go do something else while this types up. It's fairly quick. It's definitely gonna type a lot faster than I'm typing, so that's why I use this all the time. I know a question that will definitely come up, if it hasn't already, is what about client security and data security, which is always a very important concern in our industry. So all this, I've I've redacted all personal identifying information just for your information. But towards the end of the session, I'm actually gonna talk about the different plans that ChargeDBD offers, and I use the Teams plan. And I highly recommend it because the Teams plan is act is actually SOC two type two compliant, which means the data does not go out to train the models. It stays securely in there, and that that is a security badge that basically means they get audited to make sure they're data compliant. We're gonna get into that later, but I just wanna throw that out there because I know a lot of people are like, oh, I can't put my client data in there, and it's just explaining why there actually is a way you can do that. So now you see, this broke down our whole conversation about our estimated tax payments, tracking income and expenses for a new business, and it has action items for me. And now quickly, I just got that whole summary, follow-up email right to the client. And not only is the tool it's it's a really awesome tool because what's happening is now you're saving time and giving the client a much better experience. So now they're getting this amazing summary of action items and follow ups. And it's especially useful with a new client because what's gonna happen is if you give them a quote, that will be in there. So it's saving all of your information, and I think it really adds value, especially when you're onboarding a new client. So a tool that I absolutely love using, I highly recommend it. And this example is just a shorter call, so a fifteen minute call. So when you have an hour call with multiple people on it, it's even more powerful. Alright. So let's jump back in, see where I left off. So that was use case two. Often, I will get client emails with tons of information about their situation. I send follow-up and they don't respond for months. And then it ends up being these long unanswered piecemeal email chains that go back and forth over long periods of time. So this is a really powerful way to use ChatGPT because often clients aren't getting back to us right away. And if you're like me, we have a lot of clients, and it's hard for to remember every single conversation with every single client, especially if it's not done in a proper period of time. If you're going back and forth within the same day or week, you probably remember the situation. But if a client doesn't reply to you for for weeks at a time and it's multiple email chains, it's really difficult for us to recall everything without rereading the entire email chain. And it's a bit frustrating, but that's where AI could just step in and, again, read through the email chain in seconds and summarize it in a really quick way. So the prompt that we're gonna use here is reply to this client email chain, summarize it, and answer all the questions. Ask any clarifying questions if needed. So let's jump over. I'm gonna jump over back over to chat update and show you a cool use case for this. So let's go back to my emails, and here's the the example of a long email chain, a conversation with me and Rachel. Rachel's giving me has a bunch of questions about she got a raise, she's expecting a bonus, she update her w four, she's getting married, she's following a single joint, Some random questions about certain wedding expenses being deductible and writing and asking all kinds of questions. So then I I send a follow-up a couple days later asking when she's get when's the wedding scheduled, knowing when she gets married, is it born, and tell me about her fiance because that's gonna be important for her tax planning moving forward. Then she replies back, and she's telling me her fiance runs a handyman business and asking if they have to file jointly or not, and then instantly comes up with another question. She forgot to mention in the last email. And this is just a short example. It's not so much about reading the exact example here, but it's just to think about how many clients do you have these long email chains with that you have to end up rereading the entire email chain? So I'm gonna copy this this again, same exact prompt, reply this email chain, summarize and answer all questions, and we're gonna go over to chat g b t to set up the first prompt. And, again, if you don't put this prompt, it's not gonna know what to do. Not that you have to use my exact prompt, but just think about what you want it to do. You don't have to use this. Basically, you could just write this on your own, and I'm only copying pasting it, not because it's complex, but just so I could save time and show you what really matters. So now let's close that old email. Now we're going to Rachel's email, and you see this whole email chain. And then instantly, it could read the whole email chain. This is only a chain of four emails. So think how powerful it could become if you have a 15 chain email with tons and tons of questions, tons and tons of data. So that's really important. And you see how it organizes all of our questions, answers in a clear concise way, and that's if you wanted to do. That's how I like to do it. I like to answer most of the questions. If I need to schedule a follow-up appointment, then I could prompt ChargebeeT to throw that in there. We should schedule an appointment. But it does a really great job of organizing this whole messy email chain into one clear and concise answer. And trust me, the client loves getting an email that's broken down, headed, organized, and addresses all their question. Do you ever get an email chain and you miss one question, the client follows up and goes, oh, well, what about this question? Now you have to rethink about the client, rethink about the situation. You don't have to worry about that here. Here's why I like this example because one of the important notes, as I said, you can't rely on every single thing that the AI gives you. You I'm always reading every example for the purpose of the webinar. I'm not gonna read every word. But here, the current child tax credit is up to 2,000. That's actually no longer true because of the big beautiful bill act. So just keep in mind, not every single thing it says is completely accurate, and you have to read through everything. But think how much time this just saved me instead of typing all of this up. So, hopefully, you see some of the really good benefits of using the tool from and I've been focus focusing on business use cases, but I probably should've started with some personal use cases because this is how most people, I think, start with chat GBT or any AI. They're using it just for fun or just to see what it can actually do. So what I did was actually goo I should say, not Googled, but I used Chat GbT and said, what are the top 10 personal use cases for Chat GbT? And instantly, it gave me what what they were. And I just wanted to throw in the top five, just things to think about. Maybe you'll jump in and say, hey. Entertainment sounds like an interested thing. Or health and fitness, if you're trying to come up with a workout routine, a diet plan, things like that. Travel planning, which I'm gonna show you a use case how I use travel planning. A lot of people use it to learn another language. It's gonna translate and be a a personal tutor and, like, learning any complex topics. So the reason I love using this because it's gonna free up your brain for the things that matter. So let me jump in, and I'm gonna show you two cool use cases just because I think I I use them personally, and I think they were awesome. So let's jump back over. Again, apologize for going the back and forth, but I think you'll find it valuable. So what I prompted here and this, I didn't put in the chat because it just saves some time, and you could ask really anything. But my clients keep asking about crypto, and I honestly still don't understand how it works. Can you explain it to me like I'm 12 years old? Also, explain what a blockchain is. And this is what I actually use it for because I have a lot of clients who come to me talking about crypto, and I'm not a crypto expert. So people would explain crypto to me, and I was still a bit confused. And you almost get that embarrassed feeling like, do I wanna ask another question and show them that I don't really get this? Or you could go to chat GBT and say, explain it to me like I'm 12 years old, and they'll break it down in a simple format. So I think that's that's a way that a lot of people use it to learn at something new. Maybe you're afraid to ask about it. Maybe you just wanna learn about QuickBooks or taxes or anything. You could just come right here and just ask a question. So I thought that was a pretty cool use case that I've used it for, and then it breaks it down, makes it easy to understand. Another one that I recently used it for, Help me plan a two week trip to Japan. I wanna start in Tokyo. I also wanna visit Kyoto, Osaka, Okinawa, and I mostly want food experiences and some sightseeing. And you'll see what it's doing. It's going and researching all over the Internet the best top things to do in all these cities, and all that I needed was this little prompt. And, again, I just copy and paste it because I don't I can only type so fast. It's easier to talk. But you'll see it's breaking it down exactly the days, food highlights, sightseeing. And a lot of these things I did go to Japan, and a lot of these things I did use. So it's pretty cool how it saves a lot of time doing research. And, again, I'm not gonna just take this itinerary and just do it. Now I've it just saved me a bunch of research time. So now I could dive into other things to see if I like this. And you could easily change the dates. Like, if I were to put an actual starting date, it would break it down by what day you'd be in what places. So it's just a cool example of how you could how you could use it personally and just make your life a bit easier. It even shows how to get to all these places. I have to take the train. I have to fly to Okinawa. So it's pretty cool. And that's just one of many use cases from a personal level. You might not like traveling, but I'm sure there's something you could think of that would be interesting to you. So use case five, building presentations faster. I use chat g b t to help with this presentation. What it does, it help it could help you. I basically gave it the metrics. I'm saying, I have a sixty minute presentation about AI and give me an outline. So you could use it that way. However, a pro tip that I really love sharing, and I do this so much, is talk to yourself out loud and record it. So earlier in use case two, not to take meeting notes, I was saying how I use Otter to record our meetings. What I like to do is when I'm driving to work or I'm hanging around the house or going for a walk, what I'll do, I'll actually auto record myself, and I'll just talk out loud. It seems very basic, but it's really that easy. So what I did when I was driving to work one day, I knew I was scheduled to do this presentation. I was like, alright. What are the use cases I wanna talk about? So I just talked out loud, and I basically said exactly how I use AI in my firm today and just went through all the use cases. And some of the I'm like, let's break it down so we don't have too many I ideas so it could be into a sixty minute presentation. And that took me no absolutely no additional time. So when I share here, there's actually gonna be no prompt. And the reason why there's no prompt needed is because when I was talking to myself and recording it, I made it known what my goal was. I was like, my goal is to build out a presentation. These are how I use AI and break it down into a summary so I could start the structure for this presentation. So it's pretty cool, and it essentially took very minimal time. So let's jump over and I'll show you. So what I did, similar to my conversation that I used before through otter.ai, what I did, I recorded I broke it actually into two parts. I was talking about how I use AI, and then I got cut off. So I had to do a second recording about how I'm using AI in my firm. All I had to do is copy this entire transcript. So think this essentially took no time. I didn't even have to prompt it because in the conversation, I was explaining what my goal is. So I just dropped that right in there, and you'll see how this is gonna start building it out. And some of this might be a spoiler alert because we didn't get the custom GPTs yet. But I basically, all that I do is talk about all my use cases, and it broke it down for me. And maybe you're not doing presentations, but I think the tip of talking to yourself of your goals or any processes, thing goal or things you're trying to overcome or learn about, Just talk it out, and then you don't even have to type anything. So it kinda broke down the the presentation, which I thought was really cool, and you could keep prompting from there. So we haven't really gone through follow-up prompts because I could say make this into eight use cases. See? And it already broke it down. And this was recording before, obviously. So it breaks it down. I reorganize it a bit. But I think this is a really cool use case, and using the self recording is really powerful. Creating content. Before ChatGBT, I probably would have never been able to build the balance CPA brand because I'm not, the most creative mind. I'm a tax guy. I like numbers. I like things being exactly how they're supposed to be. I'm not super creative in thinking about the most unique and fun and catchy ideas, but ChatGPT is. So I really thank ChatGPT for helping me build content and giving me ideas of social media posts, whether it be LinkedIn, Facebook, Instagram. I'm starting a YouTube channel, which I would never have done if I didn't have ChatGBT to give me idea of where do I even start. I don't know how to do any of those things, but now I'm starting to get the hang of it because it gives me a lot of really great ideas. And essentially, it's marketing made easy. We're gonna you can make much higher quality email campaign campaigns to your clients if that's something that you are doing. Maybe it's just gonna word your emails better, make it sound more catchy, make it more engaging. Think about any email campaign you currently send out to your clients. Throw it in a chatty b b d and say, make this more engaging, make it more exciting, add emojis, whatever interests you. But we're all gonna have different needs. But just, again, opening up your mind to all the things that really can do. And I'm gonna show you just an example just about making content, whether it's for you or for not for you. We should all be marketing our firms and putting out high quality content because now it doesn't take a huge effort to create that. You could let you could draft your own content and then say, hey. Revise this. Make it sound more professional. Make it sound more fun. So let's jump over, and I'll give you an example of this one as well. Alright. So here. So what I did here's an example. Help me write a LinkedIn post for the balanced EPA, which is my speaking brand around using technology to make our firm and our lives better. But make it but let's make it focus on AI and how I use it every day. Use a lot of emojis. So I know my mission. I know what I want it to do, but I don't know how to write the post. So this is like a cool example of how we could build it out in a really quick and engaging way. Again, in the interest of time, I'm not gonna read through it all. You could see what it created. Maybe too many emojis. This is a bit long maybe for a LinkedIn post, and I'll say, can you make it more concise and use more emojis just for fun? And just a quick example of how it can help you write content. Not saying that this is good. I'm just saying it could help you design it in a quicker way, give you ideas, or you could even say, help me make this into a video. I need a transcript. And there you go. So just a cool way, whatever your goals are, making videos, making posts, email campaigns, AI could help you, and it doesn't have to be complex. Those prompts are fairly simple. Again, I just copied these ones just so you wouldn't have to watch me type slow, but let's go to the next use case. Navigating the unknown with AI. You could really get any how to using ChatGPT. So anything you could think of that you don't know how to do, I'm sure there's something out there that you have no clue how to do, but you wanna do it. That's the most important part. There's something you wanna learn how to do, but you currently don't know how to do it. And the reason I use the example that we're gonna go through is because this is an actual example for me. So I wanted to trademark the Balanced CPA brand, but I have no clue where to start, and I also didn't feel like step one was going to file find a lawyer to ask them what to do. So simply, I went and just prompted, I wanna trademark my speaking brand name, the Balance CPA. Can you help me? And I'm gonna show you exactly how easy it was, and I could proudly say I have the trademark now. So let's jump over. So here's the same prompt. I wanna trademark my speaking brand. Preliminary steps, check the availability, make sure no one's using it, identify the correct trademark, filing options, and it goes step by step exactly what I had to do, where it would have took me much longer to Google research and make sure I was doing all the right things. But even better than that, as I was going along the process and things were coming up for me and they would send a response, it could analyze the letter and give me clear guidance. Because some of the letters they would send me to do this and that, it was very confusing and I wasn't able to understand it, but ChatGVT was able to break it down and make it simple for me. Again, it's not about see, all these steps is amazing. But it's not about if you have no interest in having a trademark, that's completely fine. It's not a it's not about the trademark. It's about, like I said, navigating the unknown. There's something that you wanna do or something you wanna learn that you don't know how to do. Just go to ChattGPT, say, how can I do this? And if it's too complex, say make it simpler. Make it simpler. Tell me step one. Tell me step two. Break down step one. So those are just cool ways where you can learn really anything. So I feel like using AI has made me learn so much more. It's not replacing me. It's amplifying who I am. So here is my absolute favorite part about everything we discussed. So I try to break it down by simplest. You know, we started with just simple email. I put some questions in there so you could see how we could save you a lot of time, going through how we could use Otter and record and save time there as well so we could do this without even trying. You could also build a custom AI agent exactly for you. And when I first heard this, I was like, this sounds too complex. I have no clue how to make a custom agent. I don't know what that means. It's it's extremely easy, and I'm gonna show you exactly how I do it and a bunch of different use cases why you would wanna build one yourself. And I promise you, it's a lot easier than you think. I'm gonna quickly just show because you can't do this in the free plan. So there's a few different plans. You have the free plan, which if you wanna start there, that's fine. But just know you won't be able to make your own custom GPT, which isn't which I think is powerful. So if it interests you, you have to be at least on the plus plan here, which is $20 a month. The pro plan, we're not even gonna go into. I haven't even touched that $200 a month. I think that's more advanced than this this webinar. But, again, the chat, the team plan is the plan that I think is the best plan to be on, and that's the plan that I'm on. It's $25 per user. You need at least two users. I'm not selling this. Long as I bring it up is because this is SOC two type two compliant, and it just means it's audited for strict data privacy and security. It's a higher standard than what most of the applications we use today. So the team plan is what I recommend, but I kinda jumped ahead, but I'm gonna go back into the the custom AI agents assistants, I should say. Yeah. Not it's definitely not an agent. It's the AI assistant custom GPT. Just to be clear, I don't wanna confuse anybody. So I'm gonna jump over and show you how this works. Alright. So custom GPTs. So if you see here, I actually have the two that I use the most right here, and all of these custom GPTs are are pretrained with information specialized to me specifically. So everything we've done so far was just for was just the ChatChippy going out into the Internet, searching, getting information, tax questions, and answers like that are public information. Creating social media contact is public information. But the AI, as I said, is like an intern. It doesn't know me. So let's just use this as an example. Tell me about our tax workflow. So what I've done, and I'll show you the back end of this, it actually knows all of the information about Bosch and Bosch. And it knows that because what I've done is exactly what I said before. I've spoken to it or spoken and took the transcripts and put it right into the custom GPT. And I'm gonna show you exactly how it's done. But you see how it knows the exact all the processes about my firm. Some might be off, but in a nutshell, I literally used five words here, six words, and it basically broke down everything about my accounting firm that I needed to know. And it's just it's just an advanced use of chat GBT. I also have one for the balance CPA because the balance CPA is different than BOSHA and BOSHA. So how you update this is when you go into GBTs, these GBTs are public. I don't share mine publicly, but other people who create GBTs, you could use theirs if you need help with with any specific tasks, writing, productivity, but we're not gonna get into that. I'm just gonna go into mine because I want them specific for me. So you'll see I have all these different types of GBTs for all different use cases. So my balanced CPA assistant, for example, is gonna have different goals than my Bosch and Bosch. So balanced CPA is gonna be doing speaking, presentation, social media, and all these attachments in here live in there. And if I wanna remove them out and update them, I easily could do that. So I have information in here that's specific to what my goals and my mission is with the balance EPA. Bosch and Bosch knows it helps an accounting firm that does tax and bookkeeping. I have a coaching assistant, so I coach other firms to help modernize their firms. So it knows that that's its purpose. This team's Bosch at GPT here is designed so my team could use it. So now it already has information about Bosch and Bosch. They don't have to create their own GPT. That's shared with the team. On a personal level, I have a wedding helper. So when I'm getting married next May and they give us all these wedding contracts, tons of pages, I just dumped all the the wedding contracts right in here. And then the cool part there is now if I have a question, what was the cost of this or what are the dates and times of that? I could just go right there and it could pull that data for me. So it's a really cool way, and you could just I'll just give an example of the balance EPA. What is the mission here? And it's gonna read all that information. I've already fed it. And all that I do when I'm driving in the car, I'm talking about what I'm all about, what my goals are, what my pain points are, and boom, it already knows this about me. And, again, don't feel overwhelmed by this concept. Think about the intern. The intern doesn't know anything day one. The more you teach it, the better. And the only reason why I love using a custom GPT is because it you see all these threads here. You could we could go back to any of these threads that we just did about crypto, Japan, and do follow-up questions. But those prompts and that information, if you if it starts getting really cluttered in there, it could get a little confusing. So often, I'll come right to Bosche and Bosche and use it for a tax client. If the client has tax questions, I'd rather use this tool because if they have a question of where to upload documents, it already knows so it can draft better emails. Again, this is my favorite part of using it. It's not required, but there's a lot of cool ways where you can make your own custom GPT, and it's not gonna take you a ton of time. It just imagine thinking about a massive prompt with tons of information, background information about you or your purpose or your goal in that GPT, and it's always saved there. And if you your goals change or your processes change, all you have to do is go in there and and take out that old file and put a new file in. I did that recently with mine. I I made them about six months ago, and things have changed since. So all I did was have a conversation with myself when I'm self recording saying, oh, I've done all these things, and now these are my new goals, and I put that in there. So now it could assist me better without me having to give all that background information to my custom GPT. So the GPTs would not be helpful for you because they're all about me. So you would do the exact same thing. If there's something you were interested in, it's it's not as complex as it sounds, and I love it. So I would highly recommend it. But if if you decide, I don't wanna get on the paid plan. I'm not ready for that yet. The other use cases we went over, all are for you, and they're all easy to use. So once you would just you basically super charge it when you have a custom one because it just makes it a bit more powerful and a more designed to use specifically. So I'm going back in here. So we went over all the custom GBTs. I have a bunch that I've I've used and that I really love using. I use them personally as well. One of them, I have my my vision board. I I put a note here. I have my wedding planning that I have a custom one. I have one for my personal goals. Completely separate. I have my personal goals in my life, a place that I wanna travel, and things I wanna do, and that's all in there, and health and diet and things like that. So it's really important to figure out what cost what do you want your custom GBD to do if that's the route you're gonna go. And it just saves you time because you could always reference it. And it's like giving I was like to use the idea of giving part of your brain to the AI, and it could recall anything you gave it. Where sometimes you're gonna forget things. So I will record as much as I can and put it in there because I'm gonna leverage that tool to help recollect things that I'm like, oh, yeah. I forgot about that goal. I forgot I wanna do this. Yeah. Hopefully, hopefully, something I went over excites you because I know I get very excited about it. Again, I went over the free plus and pro plan. I would I would recommend at least being on the plus plan, but for the few extra dollars, if you have someone else to be on it, the team plan's really good. Again, you can start with the free version. There's nothing wrong with starting with the free version. It just doesn't have as much of the the added benefits. So definitely regardless if you're not ready to go to one of the pay plans, just start on the free plan. Don't put confidential data in there, of course, if you're on the free plan. That's really important to know. So let's get into the second and the final polling question. So this is a poll. So make sure you're can get to the polls tab or there should be a pop up on your window. But just answer what what AI use case are you most interested in trying. With everything we went over, whether it's drafting client emails saves you a ton of time, summarizing meetings or transcripts, creating content, building your own custom GBT, what we just covered, or any other ideas. Maybe there's something when I went over the how I trademarked the balance API. Maybe there's something else. Like, oh my god. I really wanna do this. I really wanna learn that. You know? There there's just so much that you could use it for. So I'm really just excited that you're here to hear this conversation because there's just so many awesome use cases. I wish I could do more than an hour because I have this every single day leading up to this presentation. I was thinking, I have so many use cases every day. I'm like, oh, this will be a great use case to talk about, but there's only so much time. So, hopefully, something you really liked. Alright. So I'm gonna leave this open for a few more seconds. Alright. We'll move forward. And, again, make sure you stick around to the end because the survey is really important. So there's things you liked or didn't like. We're gonna keep making content to make sure that we're putting out what people are interested in. So really doing that survey is really important. So just as we're wrapping up, some of the common concerns and and how you should overcome them is a lot of people are like, they don't get started with AI because they say they they don't have time. Just download the app. If you wanna do it right on your phone, you could download ChatGPT by OpenAI or or Gemini or Claude or whatever one you wanna try out first. Obviously, we use ChatGPT for this example. But there's a bunch of great tools out there. Just use one of them and start small. Ask it a question. Make it tell you a joke. Whatever. People think it's too technical. Just focus on one tool. Don't try to download all of them and see which one you like the map boat the most because I think that's gonna bug you down. It'd be like trying to implement four workflow tools at the same time in your firm. It's like, why would you do that? Is it secure? Again, we we covered that briefly. The team's plan is it's SOC two type two compliant, very important. If you're not using the team plan, make sure you're following data practices. This is not a poll. Just another question just to see what what's your biggest concern or barrier that's keeping you from using AI in your firm? Is it and just answer in the chat, it's not required. Data privacy, is it accuracy of the response? Even the presentation, we saw an error, you know, with the with the tax law update, which is, you know, it's not gonna be perfect. Are you worried about the time to learn or train your team on it, compliance, or are you ready to dive in? So just answer the chat. It's just helpful for us to kinda gauge where everyone's at after the presentation. Hopefully, it was really helpful and get you to step to take the next step. And final thoughts and call to action. I would use AI to buy back your time. You saw all these cool use cases. Just pick one of them and try it this week. Try it tomorrow. Don't wait. Just try it and you'll start realizing, like, now I'm using really advanced use cases, but you're not gonna get to the advanced cases until you're doing the basics. So just get started. And, again, if you need more support, you have the Intuit account support. We also have the community center where you could share ideas and get advice from other accountants just like us. And if you're looking for more free training and resources, there's the education center, and there's also the tax pro center. So there's a lot of ways to get more information if you're looking for it. And I just wanted to wrap up by say saying thank you for joining. I was really excited to do this presentation. I'm really passionate about AI and how and helping other firms use it because it's not this scary thing. So, hopefully, it was easy for you to, you know, take something away. I have my QR code there, so I would love if you, you know, scan it. You could connect with me. If you I would love to hear if you're using something that I showed you and you have a success story, that'd be awesome, just to hear that. But, again, really, really was honor an honor to be here and share my AI journey, and wishing everyone a great day.