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💡 Live Today: AI for Smarter Advisory
Advisory is the future… and AI makes it faster, easier, and more profitable. That’s why I’m going live today for one of the most requested trainings ever — how to use AI for business advisory. 🕓 Today @ 4pm – 5pm (UK time) 📺 Click on the Calendar tab to access the link. In this 60-minute session, I’ll show you how to use ChatGPT for: ✅ Research and KPI analysis ✅ Planning and strategy ✅ Building higher-value advisory services 👉 Are you joining us live? And what would you most like me to cover in the session? Drop your answers in the comments below — I’ll be checking them before we start!
1 like • 26d
Hoping I can make it. Would love to see how Chat can organize thoughts out of a mind map exercise with a client and once ranked by the client, add ideas to address solutions.
1 like • 20d
@Mark Wickersham looks like a great example of a mindmap that I end up creating with clients in planning sessions (except mine is all one colour 😀)
💬 Group Chats Are Coming to ChatGPT!
OpenAI has just announced a brand-new feature — Group Chats — letting you bring multiple people (and ChatGPT) into the same conversation. You’ll be able to plan trips, make decisions, and collaborate on projects together while ChatGPT helps summarise, search, and generate — all in one shared chat. It’s currently being piloted in New Zealand, Japan, South Korea, and Taiwan, with wider rollout expected soon. 💡 This reminds me — you can also share Projects in ChatGPT now, which is incredibly useful in theory… but there’s still one frustrating limitation: if your project includes a Canvas, anyone you share it with can’t access it. It makes me wonder — when Group Chats roll out more widely, will we face the same limitation there too? 👉 What do you think? Would you use shared projects or group chats in your firm — and what would make them more useful for you?
💬 Group Chats Are Coming to ChatGPT!
3 likes • 20d
Read about the group chats this morning. The 20 person limitation seemed odd but I suppose it depends on the use case. I am trying to wrap my head around the use in accounting firms. I think I would prefer project chat sharing so that I could have a project for each client and then share that with whomever is working on said client, removing and adding people as needed. But then if I have an issue I want Chat to help with that can be spread/used for multiple clients that I would not run through a single project do I need to share that with everyone? Right now, this feels a big cumbersome but it is in the early stages, I'm sure we will figure out how to make this work efficiently. My issue may be firm size (75 people). Perhaps this is easier to manage with a team of say 10?
MS Copilot is far behind compared to OpenAI ChatGPT
I typed this question: "My client received £52,000 from his late father's estate and £17,000 from his mother, who is alive in the 2025/26 tax year. He has self-employment income of £15,000 and rental income of £7000. He is a UK resident and under 65. Does he need to pay any tax on monies received from his dad's estate and gift from mother?" in Microsoft Copilot (Using Chat GPT 5) and got this answer three times over two days: "Something went wrong. Please try again later". However, OpenAI ChatGPT provided the correct answer within a few seconds. OpenAI ChatGPT's answer is the same as the answer given by TolleysAI. They both use ChatGPT, but the results are entirely different.
1 like • 26d
I was at a session recently with an AI coach who spends a lot of time with Copilot and ChatGPT. In his conversations with Microsoft, it seems copilot is about 6 months behind Chat even though CoPilot is on the ChatGPT platform. Microsoft does expect this timeframe to shrink but there was no specifics provided for this. All the information was anecdotal but from an authority on the subject.
💡 Do You Want Help Using AI for Tax Research?
I’m currently planning a new tutorial video with practical tips for carrying out tax research using AI — including how to avoid those dreaded hallucinations! I want to make this tutorial as valuable as possible, so… 👉 What are your best tips for doing accurate, reliable tax research with AI? Share your ideas in the comments below. I’ll include the best suggestions in the video — and give shoutouts to anyone whose ideas make it in!
5 likes • Nov 3
Great idea - we are doing this almost daily already. Some key factors that have helped with success (in Canada). 1. Telling AI its Role and expertise level 2. Telling it to use Canada Revenue Agency as one, but not the only source, 3. Telling it to use the Income Tax Act 4. Telling it to site sources and include links to the source 5. Clearly articulating the problem and giving it plenty of background information 6. Knowing that most tax problems are complex and nuanced. It will NOT be 100% correct but provide a lot of good information and direct you to resources. The above is for solving tougher questions on things like corporate restructuring or complex tax issues like creating loss uses. If it’s purely to reduce research time then I would add direction to published court cases. There are AI tools available like Blue J legal that do a great job of this specifically but they are costly.
🚀 FREE ChatGPT Bootcamp for Accounting Professionals
👉 Grab your free ticket here 👇 And tell me below if you'll be there. I’ve spoken with so many accountants and bookkeepers recently who’ve started experimenting with ChatGPT… but most tell me the same thing: “I get that AI is powerful… but I’m still not sure how to make it work in my firm.” Sound familiar? You’ve probably tried a few prompts — maybe written a bit of content or asked ChatGPT for help with emails or processes. But there’s a big difference between using ChatGPT and using it strategically to save hours, boost profits, and deliver more value to clients. That’s exactly what I’ll show you in the ChatGPT Bootcamp for Accounting Professionals. In one powerful afternoon, you’ll learn how to: ✅ Integrate ChatGPT into your day-to-day workflow (without wasting hours figuring it out) ✅ Use the exact prompts top-performing firms are using for marketing, proposals, and reports ✅ Implement quick-win automations you can use immediately ✅ Stay ahead of competitors with AI-powered systems that actually work for accountants ✅ Use AI safely and confidently — without compliance worries holding you back Here are the details 👇 📅 Thursday, October 30th ⏰ 2:30pm – 6:00pm GMT | 10:30am – 2:00pm EST 💻 100% Online 💰 Normally $197 — today it’s FREE! 👉 Grab your free ticket here If you’ve been waiting for the right opportunity to take the next step in your AI journey… this is it. One session. No fluff. No wasted time. Just practical, step-by-step AI training built for our profession. 👇 Any questions? Just ask below.
🚀 FREE ChatGPT Bootcamp for Accounting Professionals
2 likes • Oct 27
@Mark Wickersham I’d love a recording tool. Too many meetings booked that morning.
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Shabir Ladha
3
11points to level up
@shabir-ladha-7628
Early 50s cyclist. Recently signed up for a gran fondo (against my better judgement) from Vancouver to Whistler - 122km - 1400m elevation.

Active 20d ago
Joined Jun 18, 2025
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