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.

Speaker: Garrett Wasny, MA, CMC, CITP/FIBP

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

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by CPA Crossings (messenger@webex.com). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.