This is a presentation I gave for COCPA discussing how AI file-automation tools like Claude Cowork support real-world accounting workflows — three-year pro forma modeling and fixed-fee pricing in great detail. I also discuss security, tips and tricks, and lots of other use cases. We also discuss using skills, how it cowork compares to chat and how our firm is using cowork.
Here is the actual presentation with Q&A and more. I think there were over 200 attendees.
Before I was able to download and upload the actual presentation I recorded a practice session and posted it as many people were not able to attend the COCPA meeting. A few people said they liked it to see how I practiced and made edits. Please ignore the “umms”. This was one of the practice runs so hopefully I was able to clean that up during the actual presentation.