The Ultimate Chat GPT Guide For Accountants

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If you’re new here, I’m Tyler S. Clark — co-founder of Dream Firms where we give entrepreneurial accountants the proven playbook to grow a hyper-profitable accounting firm with all the support they could ever need.

But since anyone on YouTube can claim anything, here’s why I’ve earned the right to talk about the accounting profession:

Legacy Roots: My grandfather built a $10M accounting firm (today’s dollars) in the 60s using sales and marketing when it was still “illegal” for CPAs. My grandmother promptly lost it all at the slots in Atlantic City.
Family Business: My dad carried the torch, scaled and sold his own accounting firm, then launched New Clients Inc. (NCI), which generated over $1B in revenues for accountants nationwide.
My Path: I started my career as a growth consultant for accountants at NCI, then co-founded and scaled my accounting firm adding $100K/yr to it. Sold that firm and built an advisory firm to $1M cash collected in 18 months on a part-time effort.

Today, Dream Firms has delivered 100K+ CPE credits by training accounting professionals on the tactics that created the success above and works with a select number of firms each year to implement those tactics with them: adding $100K+/yr in new profitable client engagements, to as high as $1.2M in 6 months for one accounting advisory firm.

To all the entrepreneurial accountants forging their own path despite the overwhelming self-doubt...

The most important step is always the next one.

Keep at it, don't stop learning and you will get there.

And never forget...

Only you can create your dream firm, but we help you every step of the way.

Tyler


0:00- Intro 
0:55- Chat GPT For Client Communication 
1:50- Client Email Example
3:58- Simplify Complex Topics
8:13- Chat GPT & Your Internal Operations
9:35- Write Job Descriptions 
12:49- Chat GPT For Market Research 
15:14- Do A Client Niche Analysis 
16:04- Chat GPT For Automation 
17:03- Easiest Processes To Automate
20:36- Chat GPT For Client Satisfaction 
21:29- Chat GPT’s Limitations 
22:36- Recap