Transforming Accounting & Auditing Practices with Copilot
Learning objectives
After completing this course, the learner should be able to:
- Describe the core capabilities, syntax, and four-element prompt pattern that underpin Copilot formulas in Excel for accounting and audit work.
- Identify common financial-statement, audit-testing, and data-clean-up scenarios where Copilot can automate analysis and narrative generation.
- Apply Copilot prompts and functions to perform advanced accounting tasks directly within spreadsheets.
- Evaluate Copilot outputs for accuracy, reasonableness, and conformity with relevant guidance.
- Implement best-practice prompting techniques to maximize efficiency, ensure consistent documentation, and safeguard data integrity in real-world accounting and auditing engagements.
A Becker Professional Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Becker Professional Education Sponsor I.D. Numbers NASBA: 107294, New York: 002087, New Jersey: 20CE00226700, Texas: 009580, Ohio: CPE.186, Illinois 158.002405, Pennsylvania: PX177823