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ChatGPT Basics for Accounting (Part 1) - AUG 2026 — Transcript

by Hector Garcia CPA · 11,101 words · 1,532 segments · language en · Watch on YouTube

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0:00Welcome everybody to Chat GPT basics for
0:04accounting part one.
0:07Now we're going to be talking about
0:08practical uses for your tax and
0:11accounting research and common
0:13workflows.
0:15My name is Hector Garcia. I'm a CPA. I'm
0:18the CEO of Reframe.
0:21I do all sorts of things. I have my
0:23accounting practice. I'm an educator. I
0:26run an event called Reframe that happens
0:29in Miami every year for other
0:31accountants and I'm also a YouTuber. So
0:33if you look up my name, Hector Garcia,
0:35CPA in YouTube, you will see that I
0:38create a lot of content about
0:39accounting, QuickBooks, apps that talk
0:42to QuickBooks, uh AI, that sort of
0:45thing. So, if anything wasn't clear
0:49during this presentation or anything
0:52it's in your mind that should have been
0:55covered in this presentation or maybe a
0:58wish list of things that you would like
0:59to see on a part two, part three and so
1:02forth, just email me hector
1:05reframeaccounting.com
1:07and I will take all your ideas into
1:09consideration.
1:11Today's learning objectives, we're going
1:12to talk about prompting, how to ask
1:14questions to perform the best possible
1:18basic tax and accounting research. We're
1:21going to talk about a concept called
1:22canvas, which is live co-writing with
1:26chatpt. So if you're writing a document,
1:28a contract, a checklist,
1:30uh SOP, anything that's sort of client-f
1:33facing or a document you're going to
1:35create to be used in other contexts.
1:39We will um uh use the canvas feature to
1:42do that. And then lastly, we'll talk
1:44about what happens when you connect Chat
1:45GPT to key productivity tools like your
1:48Gmail or your Google Drive and how that
1:51supports and adds value to any of the
1:54writing, research, and planning that
1:56you're doing inside Chat GPT. Today's
1:59agenda, we're doing this intro right
2:00now. We're almost done with that. Then
2:02we're going to go into navigation. We'll
2:04talk about this is a a basics class, so
2:06we're going to make sure everybody's
2:07sort of caught up when you're in
2:08chatgpt.com. exactly what to expect in
2:12terms of navigation, how to get around,
2:13what all the buttons do, at least the
2:15buttons that you see in the surface.
2:17We'll go through that. Then we'll talk
2:19about prompting. Um, I have some basic
2:21prompt techniques and I have a really
2:22advanced prompt technique called the
2:24meta prompt, which I'll explain to you,
2:26which I think is absolutely the best way
2:29to go about creating a really, really,
2:31really strong uh prompt. Then we're
2:35going to talk about the we're going to
2:36go into canvas which is what we talked
2:38about corriding with chipt and then a
2:41couple of examples on connectivity and
2:43I'm monitoring the live questions. So if
2:46there's anything that's a question
2:47relative to the uh topic or if we have
2:50time at the end I will try to answer as
2:52many questions as possible. There's
2:53always questions about claude or
2:56Microsoft copilot or Google gemini.
3:00There's also questions about security
3:02and and how safe are these tools and
3:04what should the um what should
3:07accounting firms look at when it comes
3:09to security and privacy. All those
3:11questions are open game and I will do my
3:13best to answer those. So, let's um uh
3:17let's get started. But right before
3:19that, make sure that if you haven't
3:21registered for part two that you do
3:23register for part two. This is a
3:25two-part series. actually technically a
3:27multi-part series, but uh part two is
3:30really really important because we're
3:31going to use the desktop app. So, Chad
3:34GPT has a desktop app that can interact.
3:37It can actually control your computer if
3:39you wanted to. You you allow that. It
3:41can control your browser and it can
3:43modify
3:45um apps, I mean uh files inside your
3:49computer. It can rename files. It can
3:51read files. It can categorize documents.
3:52It can move things around. It can delete
3:54things. basically create folder
3:55structures, create reports, create Excel
3:57files. That stuff is super exciting to
4:00me. Uh because it just I think that as
4:02accounting professionals, we spend a lot
4:04of time building spreadsheets, looking
4:06at spreadsheets, editing spreadsheets,
4:07analyzing spreadsheets. This app does it
4:10really, really well. So, this part two
4:12is going to take it's going to jump a
4:13couple steps ahead beyond prompting and
4:15more file manipulation. Okay. So, a
4:18couple of notes about navigation. The
4:21slides have a couple of screenshots and
4:23a couple of walkthroughs. I'm not going
4:25to read the slides to you. They're there
4:27for you as your cheat sheet so you kind
4:30of have an idea more or less what are
4:32the most important things to know about
4:33navigation. So, make sure you take a
4:35look at the slides. But what I'm going
4:37to do is I'm going to go straight into
4:40the um the product. So, let me switch
4:43over to Chat GPT.
4:46Okay. So, now you should be seeing Chat
4:48GPT in my screen. This is chatgpt.com.
4:52Okay. So, this is uh not the desktop
4:54app. This is the webbased app. So,
4:56chatgpt.com.
4:58On the left hand side, you are going to
5:00see a little button there to help you
5:04close that left navigation bar. So, if
5:06you want more real estate, you can click
5:07on that or you can click on the logo,
5:11the the Chach logo in the top that then
5:13turns into a little open slide button
5:15and that opens that up. there's a
5:17magnifying glass that allows you to
5:19search for past chats. So, if in a past
5:22chat I asked something about uh selling
5:26my firm or something like that. I don't
5:28know if I ever have, but I guess maybe
5:30possibly I may have discussed that at
5:31some point. So, you have uh it'll go
5:34through the and it's a smart it's an AI
5:36search. So it goes through all your
5:38conversations and sees if there's any uh
5:41context on that and you can limit it to
5:43chats only or to images or documents or
5:46projects. And we'll talk a little bit
5:48more about projects. Then we have
5:49scheduled. So this is once you create a
5:52scheduled task. So a a basically a
5:55prompt that runs itself every day, every
5:58week and then emails you some
5:59information or it just sits there. It's
6:01sitting there in chat GPT waiting for
6:03you to take a look at what it did. This
6:06is where you look at all those library
6:08would be a combination of every document
6:10that you have uploaded or every document
6:13it has created for you. Okay. So it
6:15keeps a repository of that. Now if you
6:17delete the chat that created that
6:19document that document will also be
6:21deleted as well. So so this is all the
6:23documents that are live in live active
6:26chats including images that we may have
6:28uploaded or downloaded and documents
6:30specific. if you want to just look at
6:32documents like word files, excel files,
6:35that sort of thing. Plugins is where
6:38you're going to choose what apps you
6:40want to connect to chat. Okay. So, for
6:42example, if I click here uninstalled,
6:44you get to see a list of all the uh
6:46plugins or third party apps that have
6:49been connected. So, for example, the PDF
6:52one allows you to create PDFs or do PDF
6:55manipulation. That's uh generally it's
6:58um on by default, but for example, if
7:01you wanted to connect to QuickBooks and
7:03get some data from QuickBooks and it
7:05tells you here basically the type of
7:07information that you have access to um
7:09you will have your QuickBooks uh
7:11connecting tool uh and then for example
7:13Gmail if I wanted to connect to my my
7:15Gmail and there's multiple skills you
7:18can add to that like you know just
7:19reading the email or doing inbox triage
7:22and then here gives you a list of all
7:23the things that it could do once you
7:26connect. Keep in mind that once you
7:28connect a a third party app or a third
7:30party um database, usually it's read and
7:34write data and it could be destructive,
7:36right? So like that's, you know, that's
7:37the challenge, right? So you want to be
7:39very careful about the stuff that you're
7:41going to give it access to. Now, um you
7:43could also uh click on browse plugins
7:45and then go back into this page. You
7:47could also search. So if I'm looking for
7:48a connector to zero, for example, I
7:51guess there isn't one. There's this
7:52thing called Voter, which I never heard
7:53of, or a connector to, let's say,
7:55QuickBooks. Of course, I already we
7:57already kind of saw that. Um, or a
7:59connector to Excel or anything related
8:01to Excel. You get to see what's in
8:02there. So, you just search there. Uh,
8:04let's say Outlook. Okay, you just search
8:06there, you know, spell Outlook
8:08correctly. You see it's got Outlook
8:10calendar, Outlook email, and whatever
8:12this is. So, it you can search the
8:14plugins to see what you want to connect.
8:16agents. It's actually a combination
8:19between a schedule task and actions that
8:23are connected or or they're linked to
8:26connected apps. So I'll give you an
8:28example. I can create one from scratch
8:30or I can browse the template and then
8:33the template browser gives you a really
8:34good idea of what's available. So for
8:36example, if I do data analysis, look,
8:39this is what it's suggesting. It says,
8:40"Look, if you have Air Table, Amplitude,
8:43Asana, Robo, Google Drive, Hex Linear, I
8:46don't know what half of these things
8:47are, but I'm saying if you use any of
8:48these apps, you know, this could work
8:50really well and it could do an
8:52all-incclusive task that's multi-level
8:55touching multiple access points, using
8:58the information from multiple access
8:59points to then make a decision or uh get
9:03you the respond that you want. So, you
9:05can go through all of these and kind of
9:07see all the potential apps you can
9:08connect to it. Now, you don't have to
9:10once you turn on one of these agents,
9:12you don't have to have 100% of these
9:14apps connected, but this gives you an
9:16idea of which apps could be used. So,
9:18this actually something I recommend that
9:20you do go through all of these and see
9:23if you see as you see the list of apps,
9:25do you recognize any of those apps like
9:27this one called financial month close,
9:29Google Drive, SharePoint, Slack,
9:31Microsoft Teams. So, assuming that your
9:33financial your monthly closing is in a
9:35spreadsheet, right? because that's the
9:37only thing you will have access in
9:38Google Drive. Um this will work. So it
9:40gives you a general idea of all the
9:41things and these are templates that are
9:43pre-built by um by uh OpenAI by CHPT. So
9:47you kind of get an idea to where you
9:49stand. And then GPTs are to create uh
9:53custom custom bots that do a very
9:57specific narrow thing based on a
9:59specific set of instructions, sample
10:02documents. But what's different about
10:04GPTs and you know any custom prompt or
10:07um or or any schedule prompt is that you
10:10can share the GPT with someone else. So
10:13for example, I have this thing called
10:14Mac bank mock bank statement generator
10:17which I created. So I do this for
10:19training. So, for example, if I want one
10:21of my new employees or whatever to uh to
10:24to have a sample bank statement they can
10:27use to test, you know, and train them on
10:29how to use their accounting software or
10:30whatever, you know, I just click on
10:32create mock statement and it's already
10:34pre-built. Like all the instructions are
10:36pre-built in there and it knows exactly
10:38what to do. Okay. But what's cool about
10:40this, what's interesting about this is I
10:42can share these. That's really the the
10:44kind of the the point here is I can
10:46share the the link to these if I make if
10:49I make them public and I can choose if I
10:51want to make this public or not but I
10:53can I can uh share this make I make them
10:56public and then um and then give you
10:59give a third party or a team member
11:02access to them. I don't know if these
11:03are available to you. I put it in the
11:05chat the link you could try it in your
11:07own chat GPT but this might be
11:09restricted to only my internal team but
11:11that gives you just a general idea is I
11:13can copy a link and I can share this
11:16with someone else in outside my firm
11:18inside my firm etc etc that's what these
11:20type of things do and that's really all
11:22you need to know on navigation on the
11:25lefth hand side there's this area called
11:27projects which are basically folders so
11:29if I create a new project called um
11:33customer
11:34ABC Corp and let's say for example I do
11:37a bunch of work for customer ABC Corp
11:40and I want all the context to stay
11:42within it and I don't want any of the
11:44stuff that I upload about that customer
11:46to contaminate any other chats with
11:49memory. Um so then I want to create a uh
11:54one called project only memory where
11:56only the self-contained
11:59uh information that's happening inside
12:01that chat never leaves it. So if I
12:03upload a financial statement or if I
12:04upload some context about that customer
12:07in no other chats uh it will grab that
12:10information as context. So that's uh one
12:12one idea. You can add a color to that.
12:15You can add a little icon to that to
12:17make it easier to to identify. Uh but
12:20you can also make them maybe not
12:22customer based. You can make them task
12:23based. So let's say for example if it's
12:25a meals and entertainment tax research
12:27you create a folder or a project just
12:30for that and then you make all your
12:32followup all your documents anything you
12:34upload anything you chat with it stays
12:36stays within that um that ecosystem. So
12:39that's projects and then here at the
12:40right hand side you have a history uh of
12:43all the chats that you have ever done
12:46but all the chats that are not inside of
12:48a project. So if it's inside of a
12:50project they're going to be in here. So,
12:52you're going to have chats inside each
12:53of these projects or folders, but if
12:56they're not inside of a project, uh
12:57they're just going to be loose sitting
12:59there. Now, each of the chats in your
13:00history, you can either pin them. And by
13:03pinning them, you bring them up. Uh that
13:05way, they're sort of there on top,
13:07right? So, you got a very important chat
13:08that you're working with. You can pin
13:10unpin or you can individually
13:12share these with the outside world. You
13:15can rename them. You can archive them,
13:17which puts them in a let's say in a
13:19purgatory mode. uh doesn't delete them
13:22yet. And then you can obviously
13:23permanently delete them once you're done
13:25doing that chat. So I don't want to deal
13:26with that chat anymore. I click and
13:27delete and gone. That's gone. I can
13:29never get it back. Uh this one planning
13:31for escort. If I wanted to archive it, I
13:34can just archive it. And then later on
13:36in the future, I can go into my
13:37settings. I can go into my archive
13:41chats, which I have to remember where
13:42that is. But uh maybe here in storage
13:44somewhere I have to remember data
13:46controls. Uh somewhere here would be my
13:48archive chats. I click on manage right
13:51there and then there should be a list of
13:53all my archive chats which I can bring
13:54them back I can bring them back to life
13:56or I can delete them permanently if I
13:59don't want to deal with them anymore.
14:01Right? So it gives you a general idea
14:02right to how you want to kind of manage
14:05your your chat and your your chat
14:07history. Now, here down here where it
14:09says your your name or your business
14:11name depending on whether or not you
14:13have the personal edition or the
14:15business edition, uh you can click on
14:17that and then you can uh switch over
14:19from personal mode and corporate mode.
14:22So, I actually have two accounts. I have
14:23my corporate account which is with my
14:26with my firm. Um and then the things
14:29that I do in there are only related to
14:31the firm and I only share it with with
14:33uh firm and anything that's personal I
14:35have in my personal account. And the
14:37stuff I have in my personal account I
14:38can share with the outside world. The
14:40stuff that happens inside the firm I
14:42cannot share outside the uh the outside
14:44world. That's kind of like how how it
14:46creates security around it. So if you do
14:48create a business account, anything that
14:50happens in there, you probably cannot
14:52share. Anything that's in your personal
14:54account, you can share as much as you
14:56want. It doesn't mean that it's
14:57automatically being shared. That means
14:59you have the option to uh to to share.
15:02Now um depending on what version of of
15:05of uh of uh Chad GPT you have this left
15:09navigation bar might look different. So
15:11for example I am on the business account
15:13which shows me my GPTs my agents my
15:16plugins but if I switch over to the
15:18personal account my left navigation bar
15:20might look different and honestly
15:22monthtomonth that stuff seems to change.
15:25So, for example, in my personal account,
15:27uh it doesn't show the agents, but it
15:29shows the GPTs inside of a more button.
15:32It shows this thing called sites, which
15:34is not in the business account. It shows
15:36this thing called finances, which is a a
15:38personal finance plug-in that I added,
15:41which is only on the personal account.
15:42It shows this thing called health, which
15:44connects to like my Apple Health and
15:46stuff like that. So, you can kind of see
15:47the cont the difference, right? Like if
15:49I'm going to be doing personal stuff
15:50like personal finances or health, I want
15:53to be on the personal account even
15:54though I'm also paying for my personal
15:56account personally and then my business
15:58one is paid by the business. You see
16:00that these two things are different. So
16:02depending on which version you're logged
16:04into, that left navigation bar might
16:06look different. Now, a lot of people ask
16:08me, Hector, what version of um what
16:10version do you do you pay for for your
16:13firm? So, uh I keep forgetting which
16:15button I go to to to pay here. billing,
16:18right? So, like I have the business plan
16:20like in this like in this business
16:22edition, I use the business plan which
16:24is roughly I want to say like $30 a
16:26month. Uh okay, $25 a month per user.
16:29Okay, so that's the one I'm I'm using
16:31now. And according to uh Chad GPT that
16:35uh and I have this is like my events
16:38company. I have my other account which
16:40is a different login which is my
16:41accounting firm and that's also I
16:43believe is $25 a user but we have like
16:4510 users on that one. So that gives you
16:47a general idea but this is the one that
16:48I use for my for my events company which
16:50is called out accountant. So that gives
16:51you a general idea how I with this one
16:53login how I switch from my this business
16:56account to my uh personal account and if
16:58I want to add more team I would do that
17:00etc etc. Couple of notes here before we
17:03go into prompting is one for business
17:06stuff you should never you should never
17:08ever um uh use the free edition u and
17:13also you should not use the personal
17:15edition because the the the business
17:16editions are the only ones that chat GPT
17:19guarantees to have all the privacy all
17:23the security that's expected from when
17:26you're going to potentially put personal
17:29identifiable information. Okay. Uh okay.
17:34So that's um so that's a really
17:36important one. So another uh typical
17:38question that I get on projects is the
17:41context from the project. Is the context
17:43from the project available outside of
17:46the project? The answer is no. Um and
17:49that's remember in here when you go into
17:51your project settings you tell it if the
17:54memory is going to be project only or if
17:57it's going to be able to work um
17:59outside. So you actually I already
18:00created the project but when you when
18:02you go create the project you tell it if
18:04the memory is self-contained or if the
18:07memory is available to to uh all the
18:09chats. Now I want to talk about one more
18:11thing memory. So I'm going to go into
18:12the settings and go into I don't know
18:15where they move these things around
18:18somewhere. So here memory. So here under
18:20personalization we have memory. So we
18:22can actually click here it says enable
18:24memory. We can disable that. And if you
18:27disable memory, uh, chat GPT will not
18:30create permanent memories that could be
18:33access accessed in any chat. Now, here
18:36it says manage, you can actually see
18:39your uh your history of memory that's
18:41been saved. So, if I turn this on and I
18:43go into manage, these are all the
18:45memory. So, basically, it it creates um
18:48a summary of everything that it knows
18:50and understands about you. um and so to
18:54create the context. So this memory it's
18:57essentially um what it understands about
19:00me u and what it learned about me from
19:03all the chats. That way next time I ask
19:06a question is contextual to who I am.
19:09Okay, that's the value of enabling
19:12memory and uh and disabling memory. The
19:15other context here is up here is called
19:18uh enable customization. You can force
19:20this stuff into it, right? So you can
19:22actually tell it this is exactly how I
19:24want you to act. This is exactly uh my
19:27name, my occupation. This is exactly
19:30what who who I am as a person. So you
19:32can hardcode it in customization or not
19:36hardcode it. Leave it on enable memory
19:39and then uh the it will um record that
19:43stuff as you go. Little by little little
19:45it record the stuff as you go. Okay,
19:46cool. So that's all the navigation
19:49stuff. Let's go into prompting. So
19:51prompting is fairly easy. We're going to
19:53go into new chat here in the top top
19:56left. There are two modes. There's chat
19:58mode and then there's work mode. Work
20:01mode allows you to uh choose a project.
20:04Uh and uh and it could be in combination
20:07with project and outside the project. Uh
20:10in work mode on the desktop app, here's
20:12a little link to download desktop app.
20:13You can also interact inside of a folder
20:15inside your computer, uh, which is, uh,
20:18we're going to cover in part two. So,
20:20we're gonna be focusing on chat mode.
20:22So, before I chat, I'm typically going
20:24to pick, uh, what level of intelligence,
20:27so to speak, I want it to be in. So,
20:29typically, I have it on high. That's
20:31like my go-to. And in some cases, you
20:33get to specifically pick the model that
20:35you want to work with. Generally, I
20:37wouldn't worry too much about like going
20:39backwards. Some people power users,
20:41they're like, "Ah, I like the way the
20:42old model worked better and they can
20:44override that." But I always pick the
20:46highest model. So, chat JPD 5.6 as of
20:49August 3rd that they were recording
20:50this. And then high is where you mostly
20:53want to be. U if you go if you go to
20:56medium or instant, the answers are
20:58quicker. Uh, but it might use a lower
21:00model to get you those uh quicker
21:02answer. That's typically where I go. Now
21:04I can click on this dictate button if I
21:06don't want to be typing or I can use my
21:09computer's built-in dictate software
21:11assuming that's going to be a thing. Um
21:14and so I can start my uh my prompt with
21:17that. Now here in the dropown menu on
21:19the plus button I can add files. I can
21:21say only create an image. I can say uh
21:25only do web search or I can say uh
21:28company knowledge. So that's after I
21:30connect all my uh repository apps like
21:33Google Drive and sort of thing. I can
21:35say look make sure you use my company
21:36knowledge and don't use anything else
21:38and I'll do an example of that towards
21:40the end. Um do a deep research which is
21:42a web search but search multiple
21:44websites and also search pretty deep and
21:47like go down the rabbit hole like go
21:49into a website click on it go deeper and
21:52deeper and deeper and give me like a
21:53like a big research project. Okay. And
21:56for webinars, that's a that's a tough
21:57one to demo because sometimes it could
21:59take 10 or or 10 minute, five or 10
22:00minutes for it to work. Okay, so let's
22:03start with the prompt. Um, I'll in the
22:05chat menu, if you have any interesting
22:07prompts or things that you want to know,
22:09put them in there. Maybe I can work them
22:10in the in the live demo. But let's say,
22:13for example, I'm I want to ask it a tax
22:15question. So, I'm going to turn on
22:16dictate.
22:18I have a client that has a marketing
22:22company. They do about $600,000 a year.
22:25They have three employees. They're based
22:27in Miami. I am their CPA. And they asked
22:31me a question the other day that they
22:33wanted to purchase a boat. They said
22:37they're going to put the company logo in
22:38the boat. They say they're going to use
22:40the boat for corporate events, but
22:45realistically, the cost of the boat and
22:47the personal usage might be above and
22:50beyond what could make this tax
22:52deductible. I want a couple of things.
22:55One is I want you to find the tax law,
22:59possibly a historical court case that
23:03talked about whether a boat is
23:05taxdeductible or not. And uh if there's
23:08any official website in IRS or
23:14Treasury or like government websites
23:16that talk about the deductibility and
23:18caveats behind that, give me that so I
23:21can give them as a backup to my client.
23:23What I want you to do is write a memo to
23:25the client suggesting whether or not uh
23:30that boat could be taxdeductible or not
23:33and facts or circumstances that can make
23:35it u taxdeductible or not. Okay, so that
23:38was my really long explanation. Uh uh
23:42one thing that holds a lot of people
23:44back from doing long prompts like that
23:47is that we're pretty lazy generally. I
23:49don't want to sit there and write, you
23:50know, like half a book to try to get an
23:52answer. Um, so usually people say, "Is a
23:55boat deductible for a business?" And
23:57then they get a really like sort of like
23:59not nuanced answer. But because our
24:01voice is so easy to use, I just click on
24:03dictate and I just talk to it naturally.
24:05It figures out how to organize the idea
24:07and I just send it. Okay. So I say
24:10that's the biggest hack so to speak
24:12which is like start using the dictate
24:14because most of the time it might be
24:16easier for you to talk to the computer
24:18then sit there and talk and I mean I
24:20type and make sure you spelled it
24:22correctly and format the writing. You
24:24don't have to do any of that. You just
24:25talk naturally send your prompt. Let it
24:28do its thing. Okay. Now because I told
24:31it to to to go on the websites and I
24:33told it to do web search and look for
24:36official it's going to take a little bit
24:37longer. It says here searching three
24:39websites and this is um hyperlinkable.
24:42So if I click on that um the right hand
24:45side opens and lets you know what it is
24:48searching. So you can actually get a
24:50little bit of an inside scoop of what it
24:52is doing. Now it usually tries to track
24:55how long it takes. Chpt is all about
24:58speed. So it gives you a general idea of
25:00like if you see that if you see that
25:02counter in the top right that number is
25:04moving. Okay. That means it's still
25:06thinking. That means it's not ready to
25:08give you sort of like the full answer
25:09yet. And again, you can use that right
25:11hand side to kind of monitor what it's
25:13doing. It's giving you it's kind of
25:15letting you know um you know what it's
25:18doing. Like it's just it's letting you
25:19in in its thinking in its reasoning and
25:22it's using plain English for that. Now,
25:24if I would have used instant or medium,
25:28I'm pretty sure the answer would have
25:30been done a lot quicker. and we'll kind
25:32of we'll test that on the fly to kind of
25:34see that. But I don't want to mess with
25:36this uh live chat that's going on here
25:38now. But I am going to go into um a
25:42different chat while this does that. I'm
25:44going to copy and paste this exact
25:46prompt.
25:48I'm going to go into a new chat in a new
25:51tab. I'm kind of doing this on you know
25:54side uh let's call it side story here.
25:57Um and and I would you do do instant and
26:03I will paste the same thing and send it.
26:06Okay. Just so at the end we can evaluate
26:08how long this one took versus the other
26:10one. And and if you see this one already
26:12started answering. It just went boom.
26:15Okay. And it's working from from
26:17internal knowledge. So this didn't
26:19search the web. This didn't uh give me a
26:23source outside of it. It says, "Yeah, I
26:25kind of looked at this document. that
26:26looked at this document, but it didn't
26:28go out and read it again. And this is
26:31important because this answer might be
26:33correct. And I love the fact that it
26:36that it um answered it immediately. I
26:38love the fact that it you already
26:40drafted the client memo while if I
26:42switch to the other one, um this thing
26:45is still thinking. [laughter] Okay, so
26:47it's, you know, 2 minutes and 30 38
26:49seconds in. So it took 2 minutes and 40
26:51seconds and now it's writing the memo.
26:54So yeah, instant versus 2 and 3 minutes.
26:56Of course, I think as accounting
26:58professionals, I'll wait the 3 minutes
26:59all day long for something accurate
27:02100%. Like I would say yes, that's
27:04exactly um I I'll be comfortable with
27:08something like that. But just
27:10understand, you know, the nuance, right?
27:11In this one, you you were you were part
27:13of the process. You know what resources
27:16were looked at. Um and then you can kind
27:18of go, yeah, this kind of went in the
27:19right direction. So before just kind of
27:21like taking uh the end document in face
27:25value. Now I can expand that document
27:28once it's done writing. It's actually
27:30still writing. Notice that the the the
27:32timer is still going there. So this
27:33thing is still writing. Okay. So I kind
27:36of had it had to write a pretty pretty
27:37long document. Okay. But once it's done
27:40uh writing the document, there's a
27:42couple of things I can do. I notice that
27:44it gave me some some uh some citations
27:47here. But so a couple things I can do.
27:50One is I can click on the copy button
27:52which is this big uh kind of like two
27:54little squares button copy button. I can
27:56copy that and paste that into my
27:59Microsoft Word or my Google Drive or
28:01Notion or whatever other place that you
28:04would normally paste this type of stuff,
28:06Gmail, whatever it happens to be. You
28:08can download it. And I'm going to close
28:11this um the the thinking. you can
28:14download it and it will either download
28:16it for you as a PDF or a word document.
28:19Okay, so that's actually good. Um, and
28:22or you can um expand it and you can see
28:25it in like full screen view. And then
28:28you can once you're in here and then
28:29we're going to go back into this uh mode
28:31because this mode is super powerful. But
28:34you can come in here and you can change
28:35anything. You can just grab like this
28:36stuff seems kind of long for an
28:38introduction. It's like well it's giving
28:40me a headache just looking at it. And I
28:41can just click here and say uh make it
28:44shorter or whatever. Right? So I select
28:46the particular text I want to edit. Tell
28:49it to make it shorter and it just works
28:51on that specifically. It shows you the
28:54new preview of what it did and then it
28:56kind of shows you the stuff that it that
28:58it cut off. Okay? And then at that point
28:59you can click accept and then you can
29:01see exactly what it did to make it
29:03shorter. So I particularly don't love
29:05that. Um the other piece that's valuable
29:08here again I can go and I can select
29:10this particular piece here and I can ask
29:13for changes and I can say something like
29:16link the web page in IRS
29:22for this code IRS
29:27or official site. Okay. So I can select
29:31the specific thing that I want to have
29:33have a link to and it can just uh do
29:36that like I'll figure it out assuming it
29:38can right like so uh so then I click
29:40accept uh and then down here somewhere
29:42there should be a link there it is
29:44there's the there's the link okay and
29:46then of course depending on where you
29:48where you do this then you you figure
29:50out where you know how you're going to
29:51apply it. If you're just gonna like copy
29:53that and then maybe, you know, do an
29:56actual heart link like this, you can do
29:59that. So, should have done that
30:01originally, but I didn't do it. And then
30:03you can delete the link afterwards.
30:05Okay. I wish it did that automatically.
30:07I don't know, maybe I missed something,
30:08but there's the link. Now, this is
30:09linkable. So, now when we give give
30:11something to someone, all the links in
30:13there, I can do the same thing. Hey,
30:15link this uh court case as well. Okay.
30:18So that's kind of uh you know sort of
30:20the magic of of working within the
30:23entire chat GPT ecosystem asking this
30:26question going back having it write a a
30:29memorandum whatever it is and then make
30:31your edits on the fly. Now we'll go back
30:32and do a little bit more document
30:34editing uh but I wanted to show you
30:36something else on a metaprompt. Okay. So
30:40now you kind of have an idea of how that
30:44works. I have a suggestion like if a lot
30:47of people tell me Hector what is the
30:49absolute best way a framework to know
30:53like how to prompt and generally the
30:56framework that I use if if you want to
30:58do a oneshot approach like if you don't
31:01if you if your prompt doesn't include
31:03all these then you're going to be going
31:05back and forth and doing well change
31:07this change this change that okay so if
31:09you want to one
31:12one
31:14swing approach
31:15of getting it to do everything for you.
31:18Generally, your prompt should consider
31:20should include the persona. So, what is
31:23who is the AI? Like what voice is
31:26talking talking about this or what
31:28perspective are they using? Um how do
31:30you want the response? Do you want it to
31:32be a table, an email, a checklist, an
31:34analysis? Uh objectives like what are
31:37you trying to achieve? Like actually
31:38tell it what you're trying to achieve.
31:41What method to use? So like you know use
31:43this calculation, use this source. The
31:46parameters would be like additional
31:47constraints, additional source
31:49materials, additional context and tone,
31:52right? Should it be professional? Should
31:53it be quick? Should it be um you know
31:56friendly? And if you include all that,
31:59you will basically have a really really
32:02really powerful oneshot approach to
32:05getting the exact answer that you want.
32:07So let's go back for a second here. And
32:11I have one of the slides contains this
32:13link here and I'll have the RAM team
32:16drop that link in the chat as well. But
32:18if you go into that uh that link and
32:22I'll open this up, you will go into a
32:24document that I created and this is the
32:26first time I make this public. This is
32:27like this has been my internal uh
32:30knowhow for for for many many years
32:33which is something called the meta
32:34prompt. Now, the meta prompt is
32:36basically one prompt that includes the
32:41prompt framework
32:43and a walkthrough approach to writing
32:47the best possible prompt based on the
32:51specific answer that you're trying to
32:53get. So, instead of just saying is this
32:55true, is this false, if you want a
32:57really nuanced, deep answer, especially
32:59if if it's going to be a work document,
33:02a work product, then you will do that.
33:04So, for example, I'm going to grab this
33:06um meta prompt. I'm literally just going
33:08to copy it, right? It's pretty long.
33:10It's like couple pages worth. And I'm
33:12going to grab my metaprompt and then
33:15switch over to chat GPT.
33:18Okay. So, it's like a brand new chat.
33:21Okay. And then I'll just paste the meta
33:24prompt in there. That's all I'm doing.
33:26just stay the meta prompt. Again, I'm
33:28going to put this in medium, right? To
33:29try to get some speed out of it. So,
33:31we're going to paste the meta prompt.
33:32Again, before you do anything, just
33:35paste the meta prompt. Again, this
33:36you're going to see and you're going to
33:37learn so much about like just going
33:40through a couple of examples of meta
33:42prompting. You're going to learn so much
33:44about like how Chad GPT behaves and the
33:47type of information that it wants in
33:48order to get you a really really rich
33:50answer. So, I'm going to go ahead and
33:52and paste that. And that's also really
33:54useful to lower the amount of
33:56hallucinations, right? Where it just
33:58makes up stuff like a metaprompt creates
34:01all the guard rails that allows you to
34:04get the best possible answer. Okay? So
34:07then it just goes back to what do you
34:09want to know, right? So let's say for
34:11example I'm going to ask
34:15what is the best
34:17expense management solutions
34:21to add to my QuickBooks.
34:26So my employees
34:28and internal team is not uh chasing
34:34receipts
34:36creating uh don't worry about the
34:39misspelling and this but by the way
34:41that's the problem with me not using the
34:42dictate it's always going to be a mess.
34:44[laughter]
34:45uh uh creating uh expense reports
34:49expense reports using the wrong the
34:53wrong
34:55card etc. Okay. So I just send what I
34:59want to know. I ask it the question. So
35:01instead of going into a chat and just
35:02asking the question which by the way
35:04I'll just show you really quick. So um
35:07I'm going to switch over to another chat
35:08here and just go for like the quick
35:10answer, right? Like don't research it.
35:12I'm just going to paste that in there.
35:13It's just going to give you answers,
35:15okay? Like, and it's going to go pretty
35:16quick. It's going to give you It's going
35:18to give you answers and it may not be
35:20nuanced, right? It just goes in and it
35:22goes boom, here's a whole bunch of
35:23options. Boom, boom, boom, boom. It's
35:25not nuance, though. Like, it it's going
35:27to different ratings. It's going to
35:28different things. It's not nuanced.
35:30Look, it's recommending ramp. That's
35:31pretty cool. Um, so it goes in there, it
35:34does it does this thing, and it went in
35:36there and it just went bump. It did it
35:38did this very chai GPT thing which is
35:40just dump an answer on you which I I it
35:43might be okay or or it might not. Um you
35:45know at at the end of the day really uh
35:48sorry I don't know if I was sharing that
35:50uh that screen. Here we go. So this was
35:52the instant answer. This wasn't the meta
35:54prompt. This is just me asking the
35:56question and getting the instant answer.
35:58Okay. So that's that's the instant
36:00answer which by the way could be
36:02accurate. It could not. But it it just
36:04gave me data. it didn't really think
36:07about it or it didn't ask me to clarify
36:10what am I trying to achieve with this
36:11prompt because maybe I'm not trying to
36:13just get a recommendation. Maybe I'm
36:14just trying to write an email to my
36:16client that paid me to do a research on
36:19what are the options so they can go out
36:21there, get demos, and then purchase the
36:24very best option for them. So maybe my
36:26client paid me to do that analysis for
36:28them. Okay? And they don't and you never
36:30want to give your client the same answer
36:33that Chad GPT would give them. Now, your
36:35clients don't know metaprompting. So,
36:36that's where you're on the safe side.
36:38So, the metapar prompting is your
36:40protection against you ever giving your
36:43client an answer that is basically the
36:45same answer that your client would uh
36:48would would get. So, that's the that's
36:49the point. So, let's let's let's follow
36:51with our meta prompt, ask the same
36:53question,
36:54errors and all, and then allow the meta
36:57prompt to then do its thing. Okay. So,
37:00now the meta prompt is built in to give
37:02you clarification. So, what type of
37:04business? How many employees or Carter
37:06users will submit the expenses? So, like
37:08we're going to personalize it. So, I'm
37:10going to say escorp
37:12construction company 10 employees. Okay.
37:17Then it's going to ask me the next
37:19question. That's the purpose of the meta
37:20prompt. Okay. Do you want the solution
37:22to include company issued cards? Let's
37:24just say yes.
37:29We go to the next one. Should the
37:31recommendations prioritize tight
37:33controls, automatic receipt capture, and
37:35or balance combination of both? Let's
37:37just say uh combination.
37:40Combination. Okay. The meta prompt
37:43again, something you can um copy and
37:45paste in there. What should the final
37:47answer look like? Rank comparison table
37:50detail. So, I'm just going to say my job
37:53is not to recommend the client to say
37:56one is better than the other. My job is
37:58to as a CPA, I was hired to do an
38:02in-depth analysis of the top three
38:05options. So then my client can go out,
38:07get demos, and make the decision uh for
38:10themselves.
38:12Okay? Again, we're like we are getting
38:16specifically to where we want to be.
38:18Okay. Now, should it be QuickBooks
38:20Online? Uh should it do custom
38:23approvals, job costing support? Let's
38:24say all that.
38:28Let's go to the next one.
38:30Okay. Should the analysis compare each
38:32option uh with pricing? Let's say sure.
38:38And it's going to be almost done pretty
38:39soon. Should the AI use a current 2026
38:42pricing? Yeah, sure. Yes. That sounds
38:44great. [laughter]
38:46None of this question. Should the final
38:48analysis be written as a client-f facing
38:50report with no single winner? Yes.
38:53Exactly. Exactly. So, we want to be
38:54impartial. We got paid to just narrow it
38:57down to three. Should the AI um
39:00independently identify the three
39:02strongest options? I would say yeah,
39:04that's fine. Yes, let it do its thing.
39:06Like you know, we're delegating the
39:08heavy work uh for this. Okay. Should the
39:11analysis focus only on employee? Uh say
39:15yes. Okay. Not not broader AP. Okay.
39:20Should the top three include uh these?
39:23Okay, that's fine. I like that. Again,
39:26you can you can write whatever you want.
39:27We're just trying to get to the the
39:29right answer. Now, for job costing, I'm
39:31going to say yes, should have all that.
39:36Okay? And that might be hardest, right?
39:38Because expense management with that.
39:39And at the end, it gives you what's
39:41called the final prompt. So, this is
39:43where the deepest learning happened. So
39:46even though it was asking you questions
39:49where you felt at that very moment, it
39:52was going to arrive to the answer, what
39:55is actually giving you is the best
39:58possible prompt for what you're trying
40:01to achieve. So now that you've gone
40:03through the exercise of answering the
40:05questions, clarified your thinking,
40:10okay? Clarify your thinking, then you
40:12can grab this uh this this prompt here
40:16and um and copy and paste this prompt
40:20into a brand new uh chat GPT. So this
40:24actually a huge prompt. I'll copy that.
40:27Start a new. So So it did its job. his
40:29job was to do the best possible prompt.
40:32I'm gonna go to new chat and then paste
40:34that. But the single most important
40:36thing is I want you to read that like I
40:38want you to spend the time reading that
40:40prompt. I'm not going to do that for you
40:42here, but I want you to spend the time
40:43reading that prompt. Okay? Um so why?
40:48Because reading the prompt teaches you
40:51the best possible way to prompt. Okay?
40:54Um so that's a really important. So this
40:55whole big prompt and it goes through all
40:58the notions. It says the persona, right?
41:00Because it's using my framework
41:02specifically, who's writing this. What's
41:04the object objective? Right? So in-depth
41:06analysis um and it goes through all the
41:09motions, right? So then I'm going to hit
41:11send. And again, all the context, all
41:14the persona was done. Now it's a really
41:17big prompt. You can save that prompt.
41:19You can do it in your prompt library.
41:21And this is something that's really,
41:22really neat. So if you do these type of
41:24analysis, say this in into your prompt
41:26library and then later on, let's say you
41:28get hired to find a payroll app or to
41:30find a alternative to QuickBooks or
41:33whatever or you know, you outgrown
41:35QuickBooks and you're going to go to
41:36like a bigger bigger uh ERP type
41:39software or
41:41uh accounts receivable app, whatever.
41:43Then you just grab that prompt and just
41:45say, "Hey, replace the context with this
41:47from that." And then and then and then
41:49the and then the you you have a brand
41:51new prompt into your prompt library.
41:53Okay. So uh so now here we go. There
41:56here's the summary right here. Here's
41:58here's executive summary. Really wellm
42:00made. Here's uh three apps that is
42:02recommending. Here are the platforms.
42:05Here is the comparison of all of them.
42:08Um and you it just goes into pretty
42:09in-depth stuff. And then from there you
42:11decide obviously what you're going to
42:12send to your client. Um you know you can
42:15clean up from there. There are some
42:16links here to to refer to you how is
42:19coming up with the stuff etc etc. So you
42:22could do this with anything with a tax
42:23question with an accounting question uh
42:25all that. So again the if you have
42:28copies if you have access to the slides
42:30the slides have the link the link will
42:33open up a uh this document file and then
42:37you just copy and paste the prompt in
42:40this document file into your own um into
42:43your chip. Don't don't uh don't copy the
42:47title because it makes it very very
42:49confusing. Just go from you're an expert
42:51pr strategist and go from there. Okay.
42:54Um let's do I'm going to do it again
42:56with a probably a cleaner example. Let's
43:00just go back into Chad GPT. And I think
43:02that this is like the single most
43:04valuable piece and I'm giving you guys
43:05like the inside scoop of like this is
43:07three years of fighting with Chad GPT
43:10until I got to the point that I'm like
43:11okay this is the ultimate hack. So let's
43:14say for example the question the
43:16question I want to I want to ask is um
43:21you just think of something simple is uh
43:25at what point should an LLC be converted
43:27to an escort okay typical questions
43:30right so I'm going to go paste my meta
43:33prompt okay I'm actually going to go to
43:34instant so it goes really really fast
43:36you know for because it's a webinar
43:37after all so we want to go a little
43:39faster what do I want to know
43:42I want to write a quick response to my
43:44client that has an LLC that they've been
43:47wanting to go to escorp uh but they've
43:50never been big enough or complex enough
43:52and I want to give them a really
43:54detailed answer uh but I don't want it
43:57to be very long. I just want to have all
43:59the moving parts in there as to as of
44:01when is the right moment to uh convert
44:04to an escorp and all the additional
44:07obligations that we'll have. Okay. So I
44:10send that answer and then it's going to
44:12go through uh through the process. Okay?
44:15And you you have you have to be a little
44:17bit patient on this piece. Just make
44:19sure that you understand that there's
44:21two ways to go to Chad JPT. Just ask it
44:23a question and hope for the best or ask
44:26it a question, use a metaprompt and have
44:29it clarify the question for you. Okay?
44:31So let's say 50k. I'm going to answer as
44:33quick as possible just so we can move on
44:35to the next thing. Okay. Uh see now want
44:39to be present future option. Okay. Is
44:42your goal is uh future option. Okay.
44:50Let's go to the next one.
44:52Okay. So it just went because I did
44:54instant it did it. It did it really
44:56really quick. Okay. So that's the thing
44:57when you go instant it doesn't go as
44:59in-depth. And in this case it just went
45:01uh for for the answer. And that's
45:04typically what happens when you go
45:05instant it doesn't use it. So if I would
45:06have gone medium or high, it would have
45:08asked me more questions. Then it would
45:10have given me the prompt and then it
45:11gives me uh the answer for that. So
45:13that's kind of the the general idea,
45:15right? It still asked some clarifying
45:17questions, but in this case because I
45:19told the instant it tried to do it as
45:20fast as possible and gave me the answer,
45:22right? So this is the answer, the
45:24recommendation. And again, it should be
45:25from your voice. You would copy and
45:27paste that in in in the email and you
45:30would change the things that you want to
45:32change. So I want to talk about editing
45:34now. So, like anytime you have a
45:35document, we're going to talk about this
45:37is the canvas feature. And I click on
45:39edit, it goes into edit mode. I'm going
45:42to go back to the the kind of the bigger
45:44document that we created earlier.
45:47Um, this one uh or just go to one.
45:51There's a a document. Just go to this
45:54one. The boat both boat advice one.
45:56Yeah, this perfect. So, let's go through
45:59uh this original um example. So, I'm
46:01going to click on edit. Um, actually I'm
46:03going to maximize this and then under
46:06edit mode I'm going to show you all the
46:08different things are available here. So
46:09one is I can add this to the library.
46:12And if I do that it now becomes a
46:14permanent document that's saved in my
46:16chat GPT. So I don't have to go back and
46:19find the chat to go look at the
46:20document. I can of course copy and paste
46:22somewhere else and of course download
46:25and as a PDF or a word doc. Okay. I want
46:28to show you some of the editing
46:29features. Here in the left hand side,
46:31you see all these lines. Basically, it's
46:33a table of content. So, if I wanted to
46:35go to any of these, for example, Gordon
46:36versus Commissioner, it'll go straight
46:39to that so I know exactly where I am.
46:41Okay. Um, in this case, I can add
46:43something here. So, let's say I'm going
46:46to add a line here. I can I can start
46:49with forward slash and basically have a
46:52formatting
46:53um uh cheat sheet here. So, we can do
46:56quick formatting, which is pretty cool.
46:57But instead, I'm gonna say
47:04insert uh other accounting
47:08uh companies websites or
47:10non-authoritative content where other
47:14accountants or accounting firms talk
47:16about this specific case where they give
47:18an opinion or analyze it to add some
47:21some additional flavor to this piece.
47:25Okay. So at at first I told it only use
47:28IRS, only use uh Treasury uh documents.
47:33Like I I was I told it to be very um
47:36strict on where to use it. And now I'm
47:38actually adding one more thing. Uh and
47:41then it's telling me here uh here's some
47:43practitioner commentary. So it tells you
47:45all here all the all the different
47:47changes here. Okay. So I could accept
47:49all and then we can have some um
47:51practitioner commentary. I I kind of
47:53wanted to see the the links. I don't
47:55know why it didn't give me the link.
47:56Maybe I should specify give me the list
47:58of links. Let me see in the bottom. Here
48:00we go. I can also add a footnote or
48:03citations. Yeah. Yeah, let's do that.
48:05Let's go ahead and do that. Add um add
48:08the footnote for the for the citations.
48:11Okay. Uh so like it was basically other
48:13CPA talking about that specific, you
48:16know, court case or whatever. And now
48:18it's it knew, hey, I didn't do this
48:20piece for you. I didn't add the
48:22citations for you. So I'll accept them.
48:24And then here at the bottom somewhere,
48:26uh, here we go. Bo USA has specifically
48:28addressed this issue. Um, and then we
48:30have this other one. Tax commentary s
48:32cites Gordon as a controlling example.
48:35And then I guess in the bottom somewhere
48:37again. Oh, there's there's the little
48:38sites notes that are really small. There
48:40it is. One, four. Okay. So then down
48:43here in the bottom, they're going to be
48:44cited here. So here are all my
48:46citations. So I can of course open these
48:49uh open them in another um link or
48:52whatever. and then uh see if those are
48:55uh useful. Okay.
49:00Okay. All right. So now I want to talk
49:02about hopefully that answer all your
49:03questions about like prompting and
49:05asking questions and editing the
49:07documents live. Um I am going to um I am
49:11going to let me share the screen again.
49:13For some reason it was uh it stopped
49:15sharing. Um, see
49:22there we go. We're back up here. Now, I
49:24want to talk about a whole new thing,
49:25which is connecting your firm's
49:28knowledge base. Okay. So, I'm going to
49:31go into uh the button here where it has
49:34my name, my business name, or my
49:36personal name. And then I'm going to go
49:37into settings.
49:39And then under plugins, it might it
49:42might be called apps or plugins. I'm
49:44going to make sure that for example my
49:45Google Drive is connected. So in this
49:47case I have my Google Drive connected u
49:50and there's some skills associated with
49:52it which that all comes automatically
49:54but I connected my Google Drive so I can
49:56disconnect it reconnect it. You have to
49:58make the decision whether or not you're
50:00going to make um you are going to make
50:03the the the your internal knowledge base
50:07available. So Google Drive is one of
50:09them. Box.com is another one. Dropbox is
50:13an another one of them that that sort of
50:16thing. So I have it connected which is
50:18like a really important piece. So in
50:20here I'm going to click on company
50:22knowledge. Okay. And that's that's
50:26indicating not to use generic chat GPT
50:29stuff, not to use generic stuff on the
50:31web. Use stuff from my firm. Okay. Okay.
50:34And then I'm going to say,
50:37I'm training a brand new account manager
50:40and their job is to sell upgrades to my
50:43current clients. They know accounting,
50:46they know bookkeeping, they know tax,
50:48but they are supposed to have
50:50[clears throat] meetings with all my
50:51clients and upgrade them to our highest
50:54tier advisory service. Could you write a
50:58field guide based on company knowledge
51:00on how I need to train them on how to
51:02sell those additional high price high
51:04value advisory services without me the
51:07principal accountant being involved?
51:10Again, I would have to have some sort of
51:13internal document, internal SOP Phil,
51:17you know, it says here sales philosophy,
51:19advisory services, client conversation
51:21techniques. I would have to have this
51:23type of information in my knowledge
51:25base. Now I tend to create a lot of
51:27that. Um so obviously me creating that
51:31and putting them in my personal database
51:33it helps. Um and then that's how we got
51:35the information. So it says below is a
51:38practical field guide built on auto
51:39account and reframe company knowledge.
51:41And here we go. So here's the field
51:43guide. Okay. So there is you know my
51:46core sales philosophy. We don't sell
51:48services. We diagnose problems. Uh sell
51:51the outcomes not activities.
51:53um you know you know they don't buy
51:56monthly meetings, forecast dashboards,
51:58they buy better decisions, predictable
52:00cash flow, higher profit. So basically
52:01these are all like concepts that we
52:03built into an internal knowledge base.
52:06This will be equal if you have internal
52:07knowledge based on how to do a payroll
52:09journal entry or what do we do or how do
52:12we research particular uh
52:16tax
52:19um law or how do we give tax memos like
52:23all how to like how do we do this how do
52:26we do that uh we would have documents
52:28PDFs whatever and you would have that in
52:32your in your Google drive and it would
52:35interact with that and then of course
52:36every document that's here I mean
52:38everything that says this is based on my
52:40own internal documents and this thing is
52:42still writing because I have a lot of
52:44philosophy when it comes to selling and
52:46increasing your value and stuff like
52:48that because I you I strongly believe
52:50that we shouldn't give away our services
52:51or that we should charge for that so I
52:54told it to write a field guide a field
52:55guide is going to be a pretty long
52:57document right so it's going through you
52:59know different things like you know
53:00first you know you learn financial
53:02interpretation then you uh role play
53:05objections, right? All this stuff comes
53:06from my internal internal information.
53:09So, I want you to think about what
53:11internal
53:13uh what in here's some roleplay, for
53:15example. Here's some end to- end
53:16conversation samples because I have a
53:18few of those also in in my and then here
53:20are the sources. I can click on that and
53:22then it tells me where it got
53:24everything. So, I got this from my
53:26reframe your pricing slides. It got uh
53:30well, yeah, it's pretty much everything
53:31from one master. This is a pretty big
53:33big document I have internally which is
53:36a one big course you know for pricing
53:39your services etc etc. So that kind of
53:41gives you an idea like where it's
53:43getting that from. Okay. Again, any
53:45SOPs, any any step by step, any internal
53:50knowhow you would have there. It would
53:52search within that. Okay. Uh all right.
53:55I'm going to do one more chat and while
53:57it thinks through this, um I am going to
54:00go and try to answer some of the live
54:02questions that we have. We only got a
54:03few minutes left. So, I'm gonna say
54:10go through my email and uh see if
54:13there's any urgent uh client questions,
54:16accounting questions or QuickBooks
54:18questions that I need to answer.
54:22Now, I'm going to once this comes up
54:23with the answers, I'm going to have to
54:24stop sharing my screen for a second just
54:26to make sure that I'm not like, you
54:28know, showing any internal information
54:30that I couldn't show. But I'm going to
54:32show you this actually connected to my
54:33Gmail and it's going through and and
54:37doing all that. While this does that, I
54:39have a few questions that I'm going to
54:41uh answer. So, when you're using the
54:43desktop app, do you use the built-in
54:45standard uh microphone hardware or do
54:47you use a different uh microphone? So, I
54:50have my computer microphone, especially
54:53if you have a Mac, the microphones are
54:54great. You can use your regular
54:56microphone and the built-in uh narration
54:59for that. Question number two, how do
55:02you build company knowledge base? Okay.
55:04Yes. So that's uploading documents like
55:07PDFs, Docs into your Google Drive,
55:11Dropbox, SharePoint, whatever uh
55:14document repository you use for your
55:15business. Right? If you if you if you
55:17have this inside of some practice
55:19management software and it's not one of
55:20the connected apps in Chad GPT, you
55:22couldn't do that. Penelopey asks, "Are
55:25you going to send a recording via
55:26email?" So, good question. I'm actually
55:28going to send you an email at the end of
55:30the day with um a transcript. So what I
55:34do with all my webinars in my in my
55:36Reframe society is after I do um so I'm
55:42going to show you here. So we got a
55:43couple things here. Okay, a couple
55:45questions. So this is actually going
55:46through my emails and telling me, hey,
55:48these are all the things that you need
55:49to uh take a look at. Okay, I don't have
55:51any good I don't have any client
55:54sensitive information here. Okay. So
55:56here's you know this is an urgent
55:57matter. This is something you know some
56:00other technical question and then I can
56:02click on any of these. So if I click on
56:04any of these and go to open link it will
56:06go which is a beautiful part. It goes
56:08straight into my email straight into
56:10that specific email and um and um and
56:15you can you know from there just you
56:17know answer whatever you want to answer.
56:18This one happens to be in Spanish but
56:20that gives you a general idea of uh the
56:23power that this uh that this has. Okay.
56:25To just go to your email and do email
56:27triage type of type of things. Okay. I'm
56:30going to keep answering. There's a
56:31couple of more uh uh questions. Uh I
56:35want to make sure my email is on the
56:37screen here because I if I don't again
56:39if I can't answer your question,
56:41definitely come to uh part two because
56:44we're going to go a little bit deeper on
56:46that. Or also just email me. I'll do my
56:48best to try to get you a specific answer
56:50if I didn't answer it. Um, we have a
56:53question from Melissa. In your opinion,
56:55is speaking to Chad JPT better than
56:57typing? Yes, 100%. Especially because
56:58I'm a such a horrible typer, I do so
57:01many typos. I think speaking to it is
57:03also is better. However, that being
57:07said, as being, you know, English being
57:09my second language, sometimes dictation
57:11doesn't understand exactly what I'm
57:13saying. So, I find myself dictating and
57:15then changing some of the words, right?
57:17Because some words just kind of like
57:18what I pronounce them, they kind of
57:20sound the same. Uh let me see can we
57:22assume that all research answers uh
57:24provided by CHP are accurate? So Raymond
57:27good question. Accuracy is a subjective
57:29term. So by accuracy it means for it to
57:33tell you where it got the information
57:35from and you verify it against the
57:37source information. That's why I always
57:39tell it show me your sources, site your
57:42sources. But if you do it instant
57:44without asking for sources, then it's
57:46very difficult to um to uh to to know
57:50whether it's accurate or not. Stella
57:52says, "If this tools available to
57:54everyone, including our clients, how can
57:56accountants leverage it?" So Stella, I
57:58think the answer to your question is
57:59have have the types of have preparatory
58:03prompts, proprietary ways like the meta
58:06prompt uh for answering. That way your
58:09answers never look like theirs. That's
58:11that would be my answer for that. Uh let
58:13me see. Uh where do you store your meta
58:16prompts? Yeah, so I just have them in in
58:18in uh in doc files inside my Google
58:21Drive. That's how I do them. Cindy, uh
58:23let me see. Uh I don't know if I can
58:26answer any more of these questions.
58:28Okay. Uh tell tell us about Chat GPT
58:31security. So yes, so Chat GPT claims
58:34that the data is 100% secure. They claim
58:37that if you have the business edition or
58:39the enterprise edition, your information
58:42is not used to train the model. They
58:44claim that you can put client documents,
58:48sensitive information there and you
58:50could feel pretty safe that is feel that
58:53it's safe and secure. What they claim
58:54and what the reality is could be
58:56different. But since I don't audit Chad
58:59GPT, I couldn't be the one giving you
59:01that type of assurance. I would tell you
59:03never take, you know, security advice
59:06from a webinar creator, from a YouTuber.
59:09Um, uh, so that would be the my answer
59:12to your question. So, do your own
59:13research, try to figure this out. That's
59:14the best I can do. My email's on the
59:17screen. Any questions that weren't
59:18answered, just email me. I'll do my best
59:20to get you an answer. I really, really
59:22hope you enjoy this, that there was a
59:24good time. And I'll see you on part two.
59:26Thank you for ramp for putting together
59:28this webinar summer AI

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