Practical AI & ChatGPT Training for Professional Services Firms
- Built for regulated, reputation-sensitive environments
- Productivity + quality + leverage (not hype)
- Guardrails for confidentiality, data, and IP
Sydney • Melbourne • Brisbane • Regional Australia
Trusted by accounting, consulting, and engineering firms across Sydney, Melbourne & Brisbane
Who This Is For
Perfect Fit
- Accounting, advisory, and tax firms (20-200 staff)
- Engineering and architecture consultancies
- Boutique management consulting firms
- Niche industrial consultants
- Partner-owned firms with fast decision making
⚠️Not Right For
- Big 4 or large national firms (internal AI teams)
- Firms with "no AI policy" mandates
- Global firms where HQ sets AI policy
- Firms seeking theoretical AI training
- Anyone looking for free resources only
Training Modules
Leaders need strategy. Teams need workflows. We deliver both.
Leader Module
For Partners & Directors
- AI strategy for professional services
- Governance and policy frameworks
- Risk management and compliance
- ROI measurement and business case
- Leading AI adoption change
Half-day intensive or 2 x 2-hour sessions
Team Module
For Managers & Staff
- Hands-on ChatGPT/Claude/Copilot training
- Role-specific prompt libraries
- Custom GPT creation workshop
- Data handling protocols
- Immediate productivity workflows
Full-day workshop or 2 x half-days
Use Cases by Firm Type
Accounting & Advisory
- Tax research acceleration
- Client letter drafting
- Compliance checking
- Proposal generation
- Report summarisation
Engineering Consulting
- Technical report drafting
- Tender response speed
- Standards research
- Project documentation
- QA checklists
Management Consulting
- Research synthesis
- Presentation drafting
- Market analysis
- Workshop prep
- Client deliverable templates
Specialist/Niche
- Domain-specific research
- Client communication
- Proposal customisation
- Knowledge base building
- Process documentation
How We Deliver
Onsite
We come to you. Sydney, Melbourne, Brisbane, or regional. Team training in your environment.
Hybrid
Leader sessions onsite, team training remote. Flexible for distributed teams.
Remote
Full delivery via video. Same hands-on approach, screen sharing, live builds.
What Happens After Training
Templates & Resources
Every participant leaves with prompt libraries, custom GPT templates, and data handling checklists specific to their role.
AI Policy Documentation
We provide a draft firm-wide AI policy based on your training. Ready for partner review and implementation.
Slack/Teams Support Channel
2 weeks of follow-up support. Your team can ask questions as they implement. We're there when they get stuck.
Implementation Support
Optional ongoing engagement to build custom GPTs, automate workflows, and embed AI into your operations.
Frequently Asked Questions
What is ChatGPT training for professional services?
ChatGPT training for professional services teaches accounting, consulting, and engineering firms how to use AI tools safely and effectively. This includes prompting, custom GPT creation, data handling protocols, and role-specific workflows that produce immediate productivity gains while protecting client confidentiality.
How long does ChatGPT training take?
AI 101 runs for 4-5 hours and gets your team confidently using ChatGPT, Claude, Copilot, or Gemini. AI 201 is a full-day intensive to build custom GPTs and automated workflows. Most professional services firms see measurable results within 2-4 weeks.
Is ChatGPT safe for accounting and consulting firms?
Yes, with proper protocols. Enterprise versions of ChatGPT have data protection features and don't train on your inputs. We establish clear data handling rules, teach what can and can't be shared, and build guardrails that protect client confidentiality.
Do you offer training in Sydney, Melbourne, and Brisbane?
Yes. We deliver onsite training across Sydney, Melbourne, Brisbane, and regional Australia. We also offer hybrid and remote training for teams who prefer flexibility.
What Partners Are Saying
"We went from AI-curious to AI-productive in a single day. The training was practical, not theoretical — my team was using AI for real client work by the afternoon."
Managing Partner
Mid-tier Accounting Firm, Sydney
"The governance framework alone was worth it. We now have clear AI policies that our insurance broker and clients trust. Plus our proposal turnaround is 60% faster."
Director
Engineering Consultancy, Melbourne
Not Ready to Talk Yet?
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Practical workflows your firm can use today
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Limited availability — Only 6 training slots left for February
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By booking, you'll receive a calendar invitation with Google Meet link via email.