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 structured sourcing to build reliable client and engagement notebooks
- Analyze financial and regulatory texts to identify key issues and themes
- Compare multiple documents to surface inconsistencies and gaps
- Synthesize evidence into clear memos, summaries, and briefing notes
- Evaluate output quality using professional skepticism and auditability tests
- Design repeatable use-case templates for tax, audit, and advisory teams
Preparation
None
Leader(s):
Leader Bios
Garrett Wasny, CPA Crossings, LLC Two Commerce Square
Garrett Wasny, MA, CMC, CITP/FIBP is a professional development consultant to accountants, attorneys, and engineers worldwide and a former management consultant with Pricewaterhouse. He advises high skill knowledge workers on how to thrive in the digital age and unleash their online potential using productivity, search, mobile and social technologies. He has authored two books: Global Business Resources.com, published by McGraw-Hill, and How to Conquer the World published by Government Institutes in Washington, D.C. He has also co-authored Using the Web to Compete in a Global Marketplace, published by John Wiley & Sons. His other writing credits include 20 e-books and more than 100 published articles on internet strategy for dozens of leading business publications worldwide. He’s also an award winning speaker who’s delivered more than 1,000 webinars and seminars on internet topics to hundreds of organizations in North America, Europe and Asia.
Non-Member Price $109
Member Price $89