Course overview
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Noah's Tuesday, Two Ways

15 lessons · 290 prompts

A day in the life of an Accountant: what changes with these prompts.

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Noah, senior accountant at a 30-person accounting firm

Noah starts Tuesday with 47 emails, three client expense exports, a payroll file, and a note from his manager about an audit sample. He also needs to update a tax regulation summary, refresh the budget forecast, and draft a variance narrative for a client. By 9:30, the list is longer than the day.

He opens Claude and uses a prompt from the course for Financial Data Interpretation. He pastes the client's trial balance and prior month, then asks for a short variance narrative with a KPI summary and questions to check. Next he uses the Tax Regulation Updates prompt to summarize the new state rule, flag what changed, and note which client accounts are affected.

After lunch, Noah uses the Budget Forecasting prompt to turn last year's actuals and his assumptions into three scenarios, with a table for the partner meeting. He follows the Audit Preparation prompt to build a sample request list, tie each item to a policy, and mark what is missing. Each output is a draft he reviews and edits, not a final answer.

By 4:00, he has sent the variance notes, updated the forecast, and given the audit list to the manager. He uses the extra hour to call a client about cash flow and to leave work on time for his daughter's soccer game.

Before

  • Tabs open until the screen blurs
  • Copied numbers, missed one again
  • Client calls wait until tomorrow
  • Close week feels like a long month

After this course

  • One prompt starts the variance note
  • Tax changes summarized with review points
  • Audit list builds itself, then I check
  • I leave on time and still deliver

What you'll learn

  • How to frame accounting tasks as AI workflows that produce structured, audit-friendly outputs
  • How to supply context: charts of accounts, policies, thresholds, calendars, and entity details
  • How to set the right constraints so results follow GAAP/IFRS, policy rules, and filing requirements
  • How to request consistent formats (headings, tables, bullet points) for immediate use
  • How to iterate safely: refine instructions, compare versions, and maintain a review trail
  • How to combine prompts across the finance cycle-from data interpretation to board-ready reporting
  • How to apply checks and cross-checks to reduce errors and surface issues for human review
  • How to handle confidentiality, retention, and compliance considerations while using AI

How this course works

  1. 15 lessonsOne task of your job each, from financial data interpretation to sustainability reporting.
  2. Ready-to-paste promptsCopy, fill in the parts in {{brackets}}, paste into ChatGPT, Claude or Gemini.
  3. Tick and completeTick the prompts you tried and mark each lesson complete.
  4. Get certifiedFinish with the exam and a certificate for LinkedIn.