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Claude For Accounting: Accounting & Bookkeeping Fast-Track

Recording date: Aug 06, 2026 Until: Aug 06, 2027
Garrett Wasny Garrett Wasny

Duration: 120 Minutes

Credit: IRS Credits: 2.0 | Product Code: #WEB00554
Self-Study Course Access
$149
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Access the course at any time with no set schedule. An exam is required, and a passing score must be achieved to receive CPE credit.

This essential course is designed specifically for accounting and finance professionals who want to leverage the power of Claude AI to streamline financial processes, improve efficiency, and enhance productivity.

Whether you work in accounting, bookkeeping, or finance, this course will show you how to automate workflows, improve accuracy, reduce manual effort, and save hours of repetitive work — without coding or technical AI knowledge.

You will learn how to use Claude as your intelligent accounting assistant to process financial data, structure transactions, generate reports, and support decision-making. You'll follow a step-by-step case guided application, using AI to complete a full accounting cycle — from transactions to final reports. What normally takes months of work, you will learn how to do it in minutes!

This is not theory. This is practical accounting powered by Claude.

Learning Objectives:

  • Master structured Claude prompts for accounting and bookkeeping tasks
  • Generate journal entries from raw transaction data
  • Automate accounts payable and receivable workflows
  • Build ledgers, trial balances, and financial statements with AI support
  • Conduct cash flow analysis and assist with month-end closing
  • Reduce manual data entry while improving accuracy
  • Increase productivity without increasing workload
  • Support compliance and audit preparation with structured AI outputs
  • Communicate financial insights clearly to stakeholders
  • Apply ready-to-use Claude prompts in daily accounting tasks
  • Build AI-assisted reporting workflows
  • Develop a skill set that’s in demand across industries and roles
  • Work through a complete practical accounting case study
  • Gain a competitive edge in finance, accounting, and bookkeeping roles

Session Highlights:

  • Save thousands in accounting software and staffing by applying AI tools efficiently.
  • Automate journal entries using Claude to save hours of manual bookkeeping work.
  • Generate financial statements like P&L and balance sheets in minutes with AI.
  • Streamline accounts payable & receivable tracking using smart AI prompts.
  • Use Claude to reconcile transactions and catch errors before they cost you.
  • Design accounting workflows that reduce admin time and boost accuracy.
  • Master prompt engineering for accounting-specific AI tasks and requests.
  • Build accounting reports that impress clients, bosses, or stakeholders fast.
  • Leverage AI to track income, expenses, and categorize data for insights.
  • Convert messy financial records into clean ledgers with AI assistance.
  • Automate bookkeeping tasks for small businesses, freelancers, or startups.
  • Use AI to calculate financial ratios for performance and health analysis.

Credits and Other information:

  • Recommended CPE credit – 2.0
  • Recommended field of study – Information Technology
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Self-Study
  • IRS Course ID: PJGWS-T-00135-26-S
  • Attendance Requirement:  Yes
  • Session Duration: 2 Hours

Who Should Attend:

  • CPA &  Accounting professionals who want to work smarter and faster
  • Bookkeepers seeking automation in daily processes
  • Finance managers modernizing their reporting workflows
  • Auditors and compliance professionals streamlining review tasks
  • Students and graduates entering accounting or finance
  • Freelancers offering bookkeeping and financial services
  • Entrepreneurs managing their own financial records
  • Professionals transitioning into AI-driven finance roles
  • Anyone curious about Claude’s role in accounting

Speaker Profile:

Garrett Wasny, MA, CMC, CITP/FIBP is a digital skills advisor to CPAs worldwide and a former management consultant for Price Waterhouse. As an author, he's published three books, written hundreds of articles and columns on internet strategy for leading business publications, and developed 50+ NASBITE-accredited accounting courses. As a speaker, he’s delivered thousands of seminars and webinars to CPAs and accounting organizations over three decades on three continents.

Credits and Other information:

  • Recommended CPE credit – 2.0
  • Recommended field of study – Information Technology
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Self-Study
  • IRS Course ID: PJGWS-T-00135-26-S
  • Attendance Requirement:  Yes
  • Session Duration: 2 Hours
IRS Credits
1. What is a Self-Study Webinar/Course?

A self-study course allows you to complete an educational program at your own pace and convenience, without attending a scheduled live webinar.

Depending on the course, the program may include:

  • Recorded educational content
  • Presentation materials and handouts
  • Learning objectives
  • Review questions
  • Final assessment/examination
  • Course evaluation
  • Certificate of completion

 

2. How do I access a self-study course I purchased?

After completing your registration, log in to your account and go to the "My Webinars" / "My Courses" section.

Your purchased self-study courses will be available there, along with applicable course instructions and materials.

 

3. Can I complete the self-study course at any time?

Yes. Self-study programs are designed to provide flexibility and allow you to complete the educational content at your convenience, subject to the access period specified for the particular course.

 

4. How do I earn IRS CE credit from a self-study course?

To receive IRS CE credit, you must successfully complete all applicable course requirements.

These may include:

  • Completing the required educational content
  • Completing required review questions
  • Successfully passing the final assessment/examination
  • Completing the course evaluation
  • Providing required participant information

The specific requirements may vary depending on the course.

 

5. Is there a final examination for self-study courses?

Yes. Qualifying self-study programs include a final assessment/examination where required.

Participants must achieve the applicable passing score to receive credit.

For IRS self-study programs, the required passing score is 70%.

 

6. Do you provide online continuing education credits for self-study courses?

Yes. We provide online self-study continuing education programs for tax and accounting professionals.

Our qualifying programs are designed to provide IRS Continuing Education (CE) credits for eligible tax professionals, subject to the specific course and applicable IRS requirements.

 

7. Can I retake the final examination if I do not pass?

Where permitted under the applicable course requirements, participants may retake the assessment until they meet the required passing score.

Any applicable retest instructions will be provided within the course.

 

8. When will I receive my CE certificate?

After successfully completing all required components of the course, your certificate of completion will be made available according to the applicable processing schedule.

The certificate may be delivered by email and/or made available through your online account.

 

9. What information appears on my certificate?

Your certificate may include:

  • Participant name
  • Course title
  • Completion date
  • CE hours
  • Field of study
  • Delivery method
  • Provider information
  • Applicable program identification information

 

10. When are IRS CE credits reported?

Eligible course completions are reported to the IRS according to the applicable IRS reporting requirements and timeframe.

Participants should ensure that their registration information, including their PTIN where applicable, is accurate.

 

11. Do I need to provide my PTIN?

If the course is being completed for IRS CE, you may be required to provide your Preparer Tax Identification Number (PTIN) and other required information.

Please ensure that your information is accurate and matches your IRS records.

 

12. Can I download the self-study course materials?

Yes, where downloadable materials are included with the course.

Materials may include:

  • Presentation slides
  • Handouts
  • Reference materials
  • Other course materials
  • Availability may vary by course.

 

13. Can I watch a self-study course more than once?

Yes, you may generally review the course content during your authorized access period.

However, CE credit is awarded only once for qualifying completion of the course, subject to applicable requirements.

 

14. What happens if I forget my password?

Click "Forgot Password" on the login page and enter your registered email address.

You will receive instructions to reset your password.

For additional assistance:

Email: support@pro2learn.com
Phone: +1- 937-993-0372

 

15. Can I cancel my self-study course registration?

Cancellation and refund eligibility depends on the specific product and applicable terms and conditions.

To request a cancellation, contact: support@pro2learn.com

Please provide your name, registered email address, and course information.

 

16. How do I access a previously purchased self-study course?

Log in to your account and go to "My Webinars" / "My Courses."

Your previously purchased courses and applicable materials will be available there.

If you experience any difficulty accessing a course, contact: support@pro2learn.com

 

17. What should I do if I don't receive my certificate?

First, check your spam/junk folder and your online account.

If your certificate is not available after the applicable processing period, contact:

support@pro2learn.com

Our support team will verify your completion status and assist you.

 

18. What technical requirements do I need?

You generally need:

  • Reliable internet connection
  • Computer, tablet, or compatible device
  • Current web browser
  • Speakers or headphones
  • Active email address

Additional requirements, if applicable, will be provided with the course.

 

19. Does completing a self-study course automatically satisfy my tax professional requirements?

Completing a course does not necessarily mean that it satisfies every continuing education requirement applicable to your individual credential, license, or renewal period.

Participants are responsible for confirming that the course meets their specific requirements.

 

20. What is the difference between a Live Webinar and a Self-Study Course?

Live Webinar

  • Attended at a scheduled date/time
  • Instructor presents live
  • Attendance requirements may apply
  • Live interaction may be available
  • Certificate after qualifying attendance/completion

Self-Study Course

  • Completed at your own pace
  • Recorded/self-paced educational content
  • Completion and assessment requirements apply
  • Assessment may be required
  • Certificate after qualifying self-study completion

Need Assistance?


For questions regarding IRS CE, course access, certificates, reporting, login, or course materials, please contact:


Email: support@pro2learn.com
Phone: +1- 937-993-0372
Support Hours: Monday–Friday, 9:00 AM–6:00 PM EST/EDT

 

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How Self-Study Works

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Watch

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Review

Go through review questions

Exam

Pass the final exam

Certificate

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