AI 101 Essentials Series: 8 Courses (0.2 Nano CPE Each)

8 Courses | AI Essentials for Modern Tax Pros

Learn AI step-by-step—from fundamentals to real-world tax applications—in short, laser-focused Nano Courses. 

Get all 8 Nano Courses in one bundle and build confidence using AI in tax research, advisory, planning, audit, and more.

What You Get

• 8 expert-written Nano Courses
• Each course: 0.2 CPE
• Designed for practical, real-world use 
• Learn in 10–18 minutes per course
• Downloadable reference materials and real-world examples included when applicable.

Included Courses

AI 101 – Course 1: What Is a Prompt? Understanding How AI Thinks – 0.2 Nano CPE
Understand how AI processes language so you can communicate with it effectively.

AI 101 – Course 2: The Building Blocks of an Effective Prompt – 0.2 Nano CPE
Learn the structural elements that produce accurate, useful results.

AI 101 – Course 3: Advanced Prompting Strategies – 0.2 Nano CPE
Go beyond basic prompts to extract deeper insights and reduce errors.

AI 101 – Course 4: Mistakes to Avoid – 0.2 Nano CPE
See common prompt errors and how to correct or avoid them entirely.

AI 101 – Course 5: Real-World Use Cases & Templates – 0.2 Nano CPE
Copy/paste-ready prompt frameworks tailored to accounting and tax work.

AI 101 – Course 6: AI for Tax Research – 0.2 Nano Course
Use AI as a structured research assistant—without cutting compliance corners.

AI 101 – Course 7: AI for Audit & Risk Review – 0.2 Nano CPE
Spot inconsistencies, planning risks, and documentation needs using AI.

AI 101 – Course 8: AI for Industry-Specific Intelligence – 0.2 Nano CPE
Build niche expertise faster by mining industry insights and interpretations.

Learning Objective

After completing this series, professionals will be able to:

• Understand how large language models interpret prompts
• Build structured, purposeful prompts
• Apply AI research techniques responsibly
• Use templates and frameworks for real client issues
• Avoid common failures that produce incorrect or risky results
• Apply AI tools to:
  tax research
  advisory
  audit review
  industry-specific analysis

Your Instructor

Lee Thomas Reams II, Founder & CEO, CountingWorks, Inc.

A pioneer in AI-driven practice management, Lee has spent decades helping firms modernize marketing, communication, and workflow automation. As the visionary behind MAX AI and CountingWorks PRO, he brings deep insight into how professionals can harness AI to work smarter — not harder.

Course Details

CountingWorks, Inc. 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.

Start Mastering AI Today

Get the Bundle — Or Join Total Practice

You can:

• Buy the full AI 101 Nano Bundle, or
• Join Total Practice and get:
  
  All Nano Courses
  Deep Dives
  Micro-Tax Updates
  Unlimited access to our full CE library