For as long as I worked in Finance, my primary objective has been to maximize the value of my output while minimizing the time invested. It may sound intuitive, but achieving it has proven to be way more challenging than it seemed. It is way too common to focus on completing the tasks right in…
In this post, I will share three more ways I saved time using ChatGPT in Finance. This is such a fitting post to share as I just hit ChatGPT Plus’s message cap limit* for the first time. I am surprised I had not hit it before today, considering I have been using it every day.…
One of the more common questions I get is what it’s like working in tech. While I did not set out to become a CPA to work in tech, my second finance job was at a Vancouver-based software company. To be honest, the pay was not exceptional initially. However, the benefits were. I started with…
I have been adopting new habits in the last couple of months to help me grow as a CPA and content creator. I am committing as I believe they will help me grow holistically. For example, committing to reading newsletters related to my field and interest should help me stay up-to-date with the latest in…
In this post, I am going to show you how to leverage ChatGPT and similar generative AI tools to get an accountant job. These tips work even if you are new to ChatGPT. For each of them, I have included sample prompts that is optimized to help you get the most out of the chat…
Last week, my team was asked to provide all invoices in PDF from the last eight months. While we have no trouble accessing them on our cloud accounting software and Outlook, we don’t currently have them neatly saved in a centralized folder. On top of that, they wanted the PDF files named in a way…
I want to share an example of how a Treasury Manager spent 20 minutes to save time and enhance accuracy with Power Query via automation. The set up took about 20 minutes (longer as I walked the person through the steps slowly). The automation saves the user 9 minutes each time the review is done…
Since it’s near the end of the year, I thought I would organize a list of free PD sources for CPA. As a reminder, the CPD requirements for CPAs in BC are: While the CPD requirements for most provinces should be relatively the same, I suggest you confirm with the PD team with your provincial…
If you are part of an accounting close, you are probably no stranger to non-value-added manual processes. A classic one would be downloading some files off of our accounting software, copying and pasting into a working paper before transforming the data. These steps are critical but they are repetitive. They often don’t require any critical…
I have been using ChatGPT a lot lately and I have found it incredibly useful. I first heard about it months ago but I paid little attention to its capabilities in the beginning. I mistakenly thought there was not much I can use a chatbot for. I was wrong. I have been using it daily…