Copilot for CPAs and Finance Professionals

About the Course:

This 60-minute course is designed for CPAs and finance professionals who want to save time and elevate the value of their work. With Microsoft Copilot, you’ll discover how to quickly analyze financial data, draft polished reports, and automate everyday tasks that often take hours.

We’ll start with the basics so you feel comfortable using Copilot right away, then move into advanced examples that show how AI can forecast scenarios, create visualizations, and even prepare audit-ready checklists. You’ll see how to tailor prompts for different audiences—whether you’re communicating with executives, clients, or your internal team.

By the end, you’ll walk away with practical skills, ready-to-use prompts, and the confidence to apply Copilot in your daily workflow. More than just a demo, this course is about helping you work smarter, reduce stress, and focus on strategy and insight, the parts of your role that make the biggest impact.

Course Objectives:

At the end of this session, participants will be able to:

• Understand Copilot’s role in Microsoft 365 and how it supports CPAs and finance workflows.
• Use Copilot effectively in Excel to analyze data, detect variances, and create financial visualizations.
• Leverage Copilot in reporting tasks to draft summaries, client communications, and management-ready narratives.
• Apply advanced prompts for scenario modeling, forecasting, and audit preparation.
• Incorporate best practices for privacy, compliance, and professional review when working with AI-generated outputs.

Who is the Target Audience?

• CPAs and accountants who want to save time on reporting, analysis, and client communication.
• Finance managers and controllers are looking to boost accuracy and efficiency with AI tools.
• Audit and compliance professionals who need faster ways to prepare documentation and risk reports.
• Tax advisors and analysts are interested in using Copilot to streamline planning and deadline management.
• Anyone in finance who wants to work smarter with Microsoft 365’s AI-powered Copilot.

Basic Knowledge:

Participants should have:

• A working knowledge of Microsoft Excel and Word for everyday finance tasks.
• Familiarity with core accounting or finance processes (reporting, variance analysis, audits, or tax prep).
• No prior experience with Copilot or AI tools is required—we’ll start from the basics and build up to advanced use cases.