Master AI Accountant & CPA Certification · Digital course
MAAC Level 3 — Advanced AI Accounting Operations
Self-paced enrollment in Level 3 of the Master AI Accountant & CPA Certification: Design AI-assisted engagement workflows that fit a firm's system of quality management: standard operating procedures with control points, a retrieval library built from primary sources, safe integrations with the ledger and tax software, review sampling, escalation and stop rules, and honest performance measurement.
- Modules
- 14
- Estimated time
- 40 hours
- Access
- Self-paced
Single-user enrollment
$549.00
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
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Module 01
From Task to System: The Operations View of Accounting AI
Level 3 opens with the shift from one careful AI-assisted task to work a team runs across many clients: why volume, handoffs and shared inputs change the risk, how workload breeds complacency and silent errors, how confident wrong output travels into later decisions, and why an operation needs a named owner and a measured baseline before redesign.
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Module 02
Mapping a Close, Tax or Engagement Workflow Before Automating It
Before any AI is added, map the workflow as it really runs. This module captures undocumented steps and exceptions, locates each proposed AI use by COSO's GenAI capability types, marks handoffs, review points and the IT general controls beneath them, and recognises when a public company process change needs evaluation, with step-level timings to test later claims.
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Module 03
Risk-Tiering Accounting AI Tasks by Consequence and Reversibility
How to sort AI-assisted accounting tasks into tiers by what a wrong output would cost and how hard it would be to undo, raise a tier when reliance factors demand it, attach review depth, reviewer, records and escalation to each tier, start agentic uses at the bottom, and keep a register that says when a task must be tiered again.
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Module 04
Writing an SOP a Reviewing Professional Can Enforce
How to turn a firm's AI policy into standard operating procedures a reviewer can hold people to: where firm procedure duties come from and what they leave to the firm, steps and verification points for facts, citations and calculations, records of who performed and reviewed the work and how AI was used, and testing the SOP on someone new.
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Module 05
Building a Retrieval Corpus From Firm Knowledge
How to build the document collection an AI research tool retrieves from: choosing which firm memos, policies and templates belong in it, keeping authoritative sources distinct from firm material, tagging every document by tax year, jurisdiction, entity type, audit framework and currency, and recording provenance, integrity, ownership and retirement.
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Module 06
Retrieval Failure Modes: Superseded Guidance, Wrong Year and Wrong Entity
How a firm retrieval system fails with confidence: proposed or superseded rules served as current, a wrong tax year, state, entity type or audit framework, invented citations, and poisoned or instruction-laden documents in the corpus. It closes with what changed in the OWASP 2026 list and defences that constrain the system rather than trust the model.
MAAC
Levels in this programme
- Level 1 MAAC Level 1 — AI Foundations for Accounting
- Level 2 MAAC Level 2 — Certified AI Accounting Professional
- Level 3 MAAC Level 3 — Advanced AI Accounting Operations You are viewing this level
- Level 4 MAAC Level 4 — Master AI Accountant & CPA Certification
- Level 5 MAAC Level 5 — AI Accounting Firm Automation Specialist
- Level 6 MAAC Level 6 — Certified AI Accounting Instructor