Slides: https://bit.ly/AdvisoryWithAI Join our REFRAME Events in Aug 2024 (Dallas) or Oct 2024 (Ft. Lauderdale): https://www.reframe2024.com/ "AdvisorBot" in ChatGPT: https://chatgpt.com/share/5004e5f3-f0b0-4701-9de1-2259a74cbe59 Table of Contents 00:00 Introductions (About Hector & Ed) 06:41 “AdvisorBot” (ChatGPT Demo) 21:39 How Humans can still Differentiate 35:05 AI as a Feature, not a separate product 39:34 The Advisor’s Role (Classic Frameworks) 59:27 The promise of a “Continuous Audit” 01:04:22 We are all consultants now & “Meta Consulting” 01:11:46 Live Workshop in Dallas (Aug 2024) 01:18:21 Open Q&A on Consulting+AI My favorite FREE (and Low-cost) Courses for Accountants & Accounting fans: https://courses.cpaacademy.org/

QuickBooks Online: Improved Bank Rules
599 views

What AI cannot do: "Guiding Transformations" Interview w/ Joe Pine II
385 views

IMPROVED BILL PAY SCREEN! in QuickBooks Online +@righttool
730 views

QuickBooks Online: Modern Reports Updates 2026
2.3K views

QuickBooks Online Quarterly Updates 2026 Q2
774 views

ChatGPT Finance (Connect your banks!)
5.3K views