AI for Accountants: Staying Ahead of What Will Hit Your Clients
How to use AI to spot relevant signals, interpret what they mean for clients, and turn them into practical advisory insight without automating your professional judgement.
Reserve Your Seat
What you will learn:
- The Overload Problem: Why the challenge isn't capability, but the sheer volume of regulation and how AI fixes the research bottleneck.
- Interpretation vs. Automation: How to use AI to translate "what this says" into "what this means," without letting it make decisions for you.
- Structuring Insight: Using AI to instantly draft client notes, meeting prompts, and diagnostic checklists that structure your advice.
- The Guardrails: Clear rules on where human judgement must stay in the loop—covering accuracy, evidence, and sign-off.
Agenda
- The Context: Why clients now expect "early warnings"
- The Signals: What counts as useful vs. noise
- The Workflow: Research → Summarise → Interpret → Output
- The Demo: Working through a live regulatory example
- The Safety Check: Verifying claims and retaining accountability
Mick Seddon
AI & Advisory Lead
Mick helps accounting firms build practical, safe AI workflows that cut through the noise and turn information into advisory value.
Registration Resources
After the webinar, all registrants will receive:
- Example Workflows: A step-by-step guide to processing updates.
- Prompt Patterns: Tested prompts for summarising and interpreting risk.
The Advisory AI Workflow
AI works best as a "structuring engine," not a decision maker. We will walk through this repeatable flow to turn complex inputs into client-ready advice.
Research
Orient Fast: Use AI to surface relevant regulations, standards, and sector-specific expectations so you don't start from a blank page.
Summarise
Condense Noise: Turn dense policy documents and consultation responses into clear, usable summaries that highlight the key points.
Interpret
Add Meaning: The most crucial step—translating "generic rules" into "client impact" and identifying risks vs. opportunities.
Output
Structure It: Use AI to format your thinking into meeting prompts, benchmarks, or diagnostics ready for client conversations.
"If AI gives you an answer you can't explain, you shouldn't be using it."
This session isn't about automating your advice away. It's about recovering the time you currently spend on research and formatting, so you can focus on the judgement that clients actually pay for.
Why register?
- Stop Wasting Time: Learn how to stop reading full guidance documents and re-answering the same questions from scratch.
- Practical Tools: Leave with a clear "Research → Output" workflow you can test on your next client query.
- Can't attend live? Register now to ensure the recording and resources land in your inbox automatically.
Secure Your Place
Complete the form below to register for the live session and the post-webinar resources.