NotebookLM Use Cases for Accountants

Overview

This course provides a concise overview of how accountants can use Google NotebookLM (powered by Gemini) as a practical research, synthesis, and knowledge-management companion for high-trust work. You’ll learn how to convert static financial statements, audit workpapers, client documents, and regulatory guidance into a structured, conversational knowledge base-so you can query, summarize, compare, and cross-reference sources with greater speed and clarity. This course emphasizes disciplined workflows such as source control, evidence-grounded outputs, and professional judgment so NotebookLM strengthens your analysis instead of replacing it.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Highlights

The major topics that will be covered in this course include:

• NotebookLM fundamentals: notebooks, sources, prompts, and outputs
• Turning financial PDFs into searchable, conversational knowledge bases
• Audit and assurance use cases: workpaper synthesis and issue tracking
• Tax and regulatory research: comparing guidance across sources
• Cross-referencing: tracing claims back to documents for defensibility
• Drafting deliverables: memos, client notes, and executive summaries
• Risk controls: confidentiality, data handling, and “trust-but-verify” habits

Prerequisites

None

Designed For

Accountants, auditors, tax professionals, and finance leaders who want faster, evidence-grounded research and better document synthesis without sacrificing professional judgment.

Objectives

After attending this presentation, you will be able to...

• Recognize NotebookLM’s core capabilities and accounting-relevant workflows
• Apply str

  Preparation

  None

  Notice

  This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by CPA Crossings.