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

Day	Activity
Weekday 1	Live Workshop – Concepts & Demos
Weekday 2	Hands-On Lab – Guided AI Builds
Weekday 3	Practice – Simulated Messy Data
Weekday 4	Freelance/Client Work (Upwork or Simulation)
Weekday 5	Debugging + Instructor Review
Weekday 6	Project Wrap-Up + Prep (3–5 hrs)

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:

Firm	Industry	Key Challenges
TechFirm USA	SaaS	Multi-state payroll, talent audit
ManuCorp Inc.	Manufacturing	Inventory fraud, reimbursements
ServicePro LLC	BPO	Billing optimization, voice audit
FinanceHub	Fintech	Cybersecurity, fraud detection
RetailUS	Retail	Sales tax mismatch, ESG gaps

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

Track	Focus Area
Tax Automation Specialist	1099/1040 bots, AI tax optimization
Bookkeeping Consultant	QuickBooks/Xero AI flows
Audit Automation Expert	SOX checklists, red-flag detection
ESG/Reporting Advisor	ESG + sustainability dashboards

Career Outcomes

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

Assessments & Certification

Monthly: Project demos + cohort feedback
Final: Live messy data challenge + capstone review
Certification: 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

Course Plan

Above prices are inclusive of all applicable taxes and charges.

Standard

RS. 60000 incl. of all charges

Join the waitlist Enroll now

1 online live class/ week

2 practical or drafting exercises per week

Get digital access to entire study material

Access on LMS, Android & iOS app

Instructor feedback on assignments

Unlimited doubt-clearing sessions.

Instructor led course with online live classes

Online exams (give exams as per your convenience on given time slots)

Certificate (by courier)

CV enhancement

Coaching for professional networking

Training for writing and publishing articles

Internship & Job Support

Interview preparation guidance

Access to updated content online for 3 years

Top students are recommended to law firms and companies (as applicable)

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AI-Powered Remote Accounting Automation Mastery

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