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To: Raycpa

“I’m using it in my CPA practice recently and I find it extremely helpful tool and its uses going to help me increase my fees and decrease my time a win-win”

Excellent. I use it for machine automation coding. What takes me hours, days even, a few prompts in AI will give me everything I need ready to be tweaked.

How is it used for accounting and book keeping? Are their particular services for the small business? That is my most hated of all aspects of running my business.


28 posted on 07/18/2025 12:02:06 PM PDT by Organic Panic (Democrats. Memories as short as Joe Biden's eyes.)
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To: Organic Panic

I haven’t experimented with bookkeeping yet. I would like to see it take a spreadsheet that a client gives us and summarized the information necessary to input into a tax return.I did give it some complex Excel spreadsheets to see if it can tell me what they were doing and it was fairly on point. Intuit has some tools that I’m not overly impressed with yet but I may not understand how to use them fully. I’m definitely at the experimentation phase.

I used it to help design a business plan for a new service.

I’ve also used it to help me document what a new business needs to be concerned about for tax financial and legal aspects. That’s something I’ve been wanting to do for years but never got around to it and with AI I was able to do it in an afternoon

It was also very helpful in responding to answering complex questions from my employees allowing me to just say if you words rather than type out a whole two page report with references to tax code. The program does all that for me.

I’m a little shy using it for emails to clients because it won’t sound like me. But I do look forward to having it create templates for me and my employees to use so that we can avoid misunderstandings.


32 posted on 07/18/2025 12:13:30 PM PDT by Raycpa
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