Securing Jobs with US CPA Firms – 2025 Edition

Welcome, Indian Accountants!

This industry-first, 6-month course is built for experienced Indian accountants (2–5+ years) ready to land remote jobs with US CPA firms.

Already know your way around US GAAP, 1040s, 1099s, 1120s, audits? Great. This program doesn’t teach basic accounting—it teaches AI automation superpowers to:

    - Build bots, dashboards, and workflows
    - Handle 5x more work
    - Save 20+ hours/week
    - Stay ahead with 2025 AI trends in tax, fraud detection, and client reporting

Course Format & Delivery

• Duration: 6 months (26 weeks)
• Mode: Instructor-led, cohort-based (Zoom/Meet)
• Time Commitment: 10–15 hrs/week
• Tech Level: No coding required
• Pre-req: Proficiency in US accounting

Weekly Schedule

Learning Approach: Practice with simulated US client data, mimicking real-world edge cases like multi-state taxes, scanned invoices, and vendor fraud.

Tools & Tech Stack (2025 Ready)

AI & Prompting
ChatGPT (Free), Claude, Gemini, Effy AI, Vic.ai (trial)

Automation
Zapier, Make, n8n, Latenode, Power Automate, Apps Script

Accounting
QuickBooks, Xero, Wave, ZipBooks, Akaunting

Data & Extraction
Browse.ai, Apify, Nanonets, Tesseract OCR

Voice & Client Tools

Retell AI, Voiceflow, CreateAIvoiceovers

Built for Reliability: Redundant tools (e.g., Zapier ↔ n8n); support for local LLMs (Llama 3) for privacy-heavy workflows.

50+ Essential AI Skills (US-Focused)

Skills span across 8 verticals—each mapped to real-world tasks:

Prompt Engineering & GPT Bots

• Journal entries, anomaly detection, IRS letters
• Prompt templates for reconciliations, monthly closes
• Custom GPTs for tax deadline Q&A

Data Cleanup & Extraction

• Normalize messy bank statement data
• OCR for W-2s, 1099s, 1040s
• Stripe/Amazon → ledger mapping

Automation Workflows

• Expense categorization bots
• Vendor reconciliations
• Email → Sheet → QuickBooks flows
• Bulk XML/CSV invoice processing with fraud flags

Dashboards & Reports

• GAAP-compliant P&L with commentary
• CFO dashboards (Sheets + predictive analytics)
• ESG & KPI reporting

IRS & Tax Workflows

• 1099 & 1040 bots with human-in-the-loop
• Quarterly tax calculators
• IRS reply agents for notice handling

Audit & Risk Detection

• Anomaly flagging across ledgers
• SOX audit checklist generators
• Red-flag detection bots

Fraud & Compliance

• Pattern-based fraud detection
• Bill approval automation
• Local LLMs for compliance

Client Comms & Admin

• AI from voice call logs
• Tax summary writers
• GPT-generated emails & follow-ups

Knowledge Systems

• SOP libraries (RAG-based)
• Internal GPTs for IRS/circular access
• Self-service client chatbots

Remote Job & Freelance Tools

• Job scraping & AI scoring
• Auto-generated proposals & pitch decks
• LinkedIn + Upwork AI optimization

Simulated US Client Data Sets

Practice with 5 lifelike US firm datasets, each with tax forms, messy data, audit logs, and even voice memos for client context:

Full 6-Month Curriculum (26 Weeks, 20+ Projects)

Each week combines skills + real-world project builds. Highlights:

Month 1: Prompt Engineering + Workflow Basics

• 25-prompt GPT library

• OCR automation on 1040/1099

• Smart Upwork gig scraper

Month 2: Bookkeeping + IRS Automation

• Auto-categorization bots

• 1099 generator + reconciliation

• IRS Notice GPT agent

Month 3: Dashboards + Client Delivery

• GAAP reports with GPT summaries

• Rolling CFO dashboards

• Voice AI → follow-up email builder

Month 4: Audit + SOP Systems

• Audit anomaly bots

• SOX checklist generator

• SOP GPT (IRS circulars, ESG docs)

Month 5: Risk & Advisory

• Fraud detection agents

• KPI dashboard with YoY tracking

• State-wise payroll tax bot

Month 6: Integration & Capstone

• End-to-End AI workflow: Intake → Report → Email

• Portfolio + ROI case studies

• GPT-powered personal accounting assistant

Career Tracks to Specialize In

Career Outcomes

• 20+ AI-powered projects
• 3 LinkedIn case studies (with ROI)
• NSDC-aligned certification
• ₹15L+ client value delivered
• Built portfolio of 50+ automations

Assessments & Certification

• Monthly: Project demos + cohort feedback
• Final: Live messy data challenge + capstone review
• Certification: With NSDC + US CPA endorsement pathway

Ready to Transform?

By the end, you'll be able to:

• Automate 50+ US accounting workflows
• Get hired by US CPA firms for remote work
• Eliminate repetitive tasks with AI
• Showcase real ROI on your LinkedIn, with case studies