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Master AI Accountant & CPA Certification · Digital course

MAAC Level 2 — Certified AI Accounting Professional

Self-paced enrollment in Level 2 of the Master AI Accountant & CPA Certification: Apply AI to the everyday work of an accounting professional: structured prompting for workpapers, technical memos, reconciliation narratives, tax research, and client letters, with the tie-out, confidentiality, and documentation habits that a reviewer, a peer reviewer, or the IRS would expect.

Modules
14
Estimated time
40 hours
Access
Self-paced

Single-user enrollment

$499.00

One-time purchase

Enrollment includes

Controlled AI training built for accounting work

Evaluate AI tools for accounting use cases, limitations, data handling, and control requirements.

Design prompts and review procedures that produce traceable, decision-ready work.

Apply AI to close, reporting, tax, audit, forecasting, and financial analysis workflows.

Automate repetitive processes without removing approvals, reconciliations, or accountability.

Curriculum at a glance

From AI fundamentals to accounting firm growth

View all 14 modules
  1. Module 01

    From Foundations to Practice: The Level 2 Operating Model

    Level 2 turns the foundations into a daily routine. This module triages a task before any tool sees it, runs an assisted task from source documents to a reviewed deliverable, reads vendor accuracy claims and benchmarks for who ran them and what they tested, and keeps the engagement AI use record while the work happens.

  2. Module 02

    Prompting Architecture for Accounting and Tax Tasks

    A prompt you reuse across clients needs structure, not clever wording. This module builds a layered prompt with an engagement header, supplies authority and figures as labelled packets, fixes an output contract with required tie-outs, refines by diagnosis, and limits the damage when client documents contain text that reads like instructions.

  3. Module 03

    The Firm Prompt Library: Governance, Versioning and Retest Triggers

    A prompt that many people reuse is a firm resource, so it needs an owner, a version, a test record and reasons to be retested. This module builds library entries, tests them before release, sets retest triggers for changes in law, standards, forms and models, and supervises use and retirement, as this programme's recommendation rather than a professional requirement.

  4. Module 04

    Controlled Drafting From a Verified Client File

    A first draft can be no more reliable than the file it comes from. This module builds a verified fact file with a status for every fact, writes closed-file drafting instructions, catches invented facts, figures and smoothed-over gaps, and sets the reviewer's read and the limits of a first draft for client letters, engagement letters with consents, and technical memos.

  5. Module 05

    Reviewing Source Documents Against a Checklist

    AI tools can read leases, loans, invoices and contracts in seconds. This module turns that first read into a checklist a reviewer can rely on: terms with quotes and locations, flags that ask questions instead of answering them, low-confidence and non-consensus values, electronic evidence in PCAOB audits, and instruction-like text inside documents.

  6. Module 06

    Workpapers, Versions and the Reviewer Sign-Off Record

    An AI-assisted workpaper must show who did the work, what supports it and who reviewed which version. This module covers what AS 1215 requires for PCAOB audits, version discipline when drafts can be regenerated, the reviewer sign-off record and engagement quality review, and how to document AI use, retain records and dispose of them securely.