Use AI productively. Use it safely. Know where the risks are.
AI is already being used across accounting practices — from drafting emails and researching technical questions to analysing documents and supporting everyday workflows.
The opportunity is significant, but so are the risks when people use AI without understanding its limitations.
PPCS training gives accountants, staff, managers and partners the practical knowledge they need to use AI effectively, protect client information and maintain appropriate professional oversight.
Separate learning pathways for staff, practitioners, managers and leaders — because an employee using ChatGPT does not need the same training as the partner responsible for the practice.
Essential AI awareness for everyone in the firm.
Approx. 1 hour £49 + VAT PractitionersLearn how to get genuine value from AI without losing professional judgement.
Approx. 2–3 hours £119 + VAT ManagersFor the people responsible for teams, processes and day-to-day AI use.
Approx. 90 minutes £89 + VAT PartnersThe essential AI briefing for those ultimately responsible for the practice.
Approx. 90 minutes £109 + VATCourse 01 · For everyone
Essential AI awareness for everyone in the firm
AI tools are easy to access, which means staff can begin using them long before a firm has considered the risks.
AI Safety Essentials gives employees the essential knowledge they need to use AI responsibly in an accounting environment.
Anyone within an accounting or bookkeeping practice who uses, or may use, tools such as ChatGPT, Microsoft Copilot, Gemini, Claude or AI functionality built into other software.
A consistent baseline of AI awareness across the workforce, together with evidence that staff have completed structured AI safety training.
What learners will cover
How AI is already being used and where it is appearing in everyday systems and workflows.
Understanding different AI tools, business and personal accounts, approved tools and shadow AI.
Understanding the risks of entering client, personal or confidential information into AI systems.
Hallucinations, fabricated information and why convincing AI output can still be incorrect.
Why AI-generated work needs appropriate review and why responsibility remains with the person using it.
Knowing when AI is appropriate, when it is not, and how to work within the firm's rules.
Recognising and escalating errors, inappropriate disclosures and other AI-related concerns.
A short assessment confirms understanding of the core principles.
Course 02 · For practitioners
Learn how to get genuine value from AI without losing professional judgement
AI training should not simply tell people what they cannot do.
This course shows accounting professionals how to use generative AI more effectively while understanding the safeguards required when using it in professional work.
Accountants, bookkeepers, tax professionals, payroll teams, audit staff, advisers and others who want to use AI as part of their everyday work.
Staff who are more confident using AI productively — while being less likely to treat AI output as automatically trustworthy.
What learners will cover
Understanding where generative AI can genuinely help and where its limitations matter.
Giving AI clearer instructions, context and constraints to produce more useful outputs.
Using AI to assist with drafting, summarising, research, document analysis, planning and administrative work.
Making sensible decisions about what information can be shared with an AI system.
Verification, source checking and recognising when additional professional review is necessary.
Understanding what meaningful human oversight actually looks like.
Considering the tool, account type, purpose and information involved before using AI.
Using AI productively while maintaining appropriate accountability and professional judgement.
Confirming understanding of safe and effective AI use.
Course 03 · For managers
For the people responsible for teams, processes and day-to-day AI use
The question for managers is no longer simply whether a firm uses AI. It is:
What AI are people using, what are they using it for, and how is that use being managed?
This course provides managers with a practical framework for understanding and overseeing AI use within their teams.
Practice managers, department heads, operations teams, IT leads and anyone responsible for supervising people or business processes.
Managers who understand how to move from uncontrolled AI adoption towards visible, managed and responsible AI use.
What learners will cover
Recognising direct AI use, embedded AI and shadow AI.
Understanding which tools are being used, by whom and for what purpose.
Distinguishing useful operational use from experimentation and uncontrolled adoption.
Recognising risks relating to confidentiality, accuracy, security, compliance and client impact.
Understanding why the provider behind an AI service matters.
Creating clear expectations about appropriate and inappropriate AI activity.
Identifying where human review is required and who should be responsible.
Responding appropriately when AI contributes to an error, incident or unexpected outcome.
Recognising that tools and use cases change and need periodic review.
Confirming understanding of managed AI use.
Course 04 · For partners & directors
The essential AI briefing for those ultimately responsible for the practice
AI creates productivity opportunities throughout an accounting practice, but responsibility for how it is used cannot simply be delegated to individual employees or the IT department.
Partners and directors need enough understanding to ask the right questions, set appropriate expectations and ensure that AI is being used responsibly.
Partners, directors, owners and senior leaders within accounting and bookkeeping practices.
Partners and directors who can lead AI adoption rather than simply reacting to it.
What learners will cover
Why AI adoption creates organisational and professional responsibilities.
Visibility of AI tools, embedded AI and shadow AI.
Establishing clear expectations about how the organisation expects AI to be used.
Determining who owns AI oversight and who has authority to make decisions.
Considering confidentiality, professional judgement, compliance, reputation and operational risk.
Understanding why organisations should know which technologies and providers they rely upon.
Ensuring AI does not bypass existing professional review and quality processes.
Making sure employees understand both the potential and limitations of AI.
Keeping pace as tools, capabilities and use cases change.
Bringing people, technology, rules and oversight together into a coherent approach.
Confirming understanding of AI leadership responsibilities.
Simple per-person pricing, with lower prices when you train more of your team. All prices exclude VAT.
| Course | Individualper person | 10–24 learnersper person | 25+ learnersper person |
|---|---|---|---|
| AI Safety EssentialsApprox. 1 hour | £49 | £39 | £29 |
| Practical AI for AccountantsApprox. 2–3 hours | £119 | £89 | £69 |
| Managing AI in an Accounting PracticeApprox. 90 minutes | £89 | £69 | £59 |
| AI Leadership for PartnersApprox. 90 minutes | £109 | £89 | £79 |
Training a 20-person firm on AI Safety Essentials? Each place is £39 instead of £49 — the more people you train, the less each place costs.
Combine courses for each person's role and pay less than buying them separately.
For staff who use AI in their everyday work
Individually £168
£149per person + VAT
Save £19For those responsible for teams and processes
Individually £257
£219per person + VAT
Save £38For partners, directors and owners
Individually £366
£299per person + VAT
Save £67Training a larger team on a pathway? Ask us for firm pricing.
Individual courses can be purchased separately, or firms can combine training into a structured programme. Programme courses use the per-person prices above; optional extras are quoted to suit your firm.
Establish a common AI safety baseline across the practice.
Includes
Suitable for firm-wide rollout to ensure employees understand confidentiality, AI errors, human review and responsible use. Includes learner assessment, completion records and printable CPD certificates.
Help staff use AI productively while giving managers greater visibility and control.
Includes
Can also include
Designed for practices that are actively adopting AI and want to put sensible foundations around its use.
Build AI capability across staff, management and leadership.
Includes all four courses
Can also include
Designed for firms that want a more structured approach to responsible AI adoption.
PPCS Learn is designed for both individual learners and firm-wide deployment. Contact PPCS for firm-wide and multi-user options, including volume pricing.
For firms, training can provide
01
The examples, risks and decisions are focused on the reality of accounting practices rather than generic corporate AI training.
02
Learners are taught what AI can help with, where it can go wrong and what they should actually do differently.
03
An employee using ChatGPT does not need the same training as the partner responsible for the practice.
PPCS provides separate learning pathways for staff, managers and leaders.
04
Courses include structured learning, knowledge assessment, completion records and printable CPD certificates.
05
The objective is not to discourage AI use.
It is to help firms take advantage of AI while maintaining appropriate visibility, judgement, confidentiality and oversight.
AI training from £49 per person + VAT, with firm discounts for larger teams. Talk to PPCS about individual courses or a firm-wide programme. Call 077 5679 7955 or email [email protected].
