About Me

2019

Became a CPA

Passed all sections of the CPA exam

90+

High Scorer

Scored 90+ on all CPA exam sections

2020

Founded Maxwell CPA Review

Launched my own CPA review company. Since then, helped 1,500+ students to pass their exams.

AI Usage Gap Analysis

Total AI Users

58%

of employees say they use AI tools at work

VS

Daily AI Users

17%

use AI tools every single day

Protecting Private Financial Information

70% of accounting professionals are concerned about data security when evaluating AI tools. Source: Karbon (2025)

AI Tool

Cursor generates automation code

Writes Code

→

Script

Python automation that protects your data locally

The Bridge

→

Excel

Your private financial data stays local

Data Stays Safe

WHAT'S A SCRIPT?

Think of a script like a recipe that your computer can follow.

Example: Bank Statement Cleanup Recipe

1

Open the Excel file

2

Delete the first 2-3 header rows with bank logos and disclaimers

3

Find columns with dates like "12/31/2024" and change them all to "2024-12-31"

4

Look through the Description column and remove extra spaces

5

Find any duplicate transactions and delete them

6

Save the file with a clean name like "Bank_Clean_Dec2024.xlsx"

Vibe Coding

Coding without being a coder. You give instructions in everyday language, and the technology creates all the code.

💬

You Say

"Clean up this Excel file and remove duplicates"

→

⚡

Technology Creates

Complete Python automation script

AI IS THE ORCHESTRA, YOU ARE THE CONDUCTOR

YOU

The Conductor

You set the direction, tempo, and vision.

=

AI

The Orchestra

Powerful instruments ready to perform—waiting for your direction.

The Conductor's Workflow

1

DIRECT (You)

2

EXECUTE (AI)

3

REVIEW (You)

1st Example: Cleaning Messy Data

1st Example: Result

2nd Example: Categorizing GL Details

2nd Example: Result

3rd Example: Comparing Two Excels

3rd Example: Result

https://www.python.org/downloads/

https://cursor.com/

Cursor Pricing Options

First Time Use

Effective Prompting

1

Goal

Define what you want to achieve

2

Steps

Break down the process into specific actions

3

Output

Describe the final result you expect

1. Goal: Clean up this Excel document.

2. Steps: Analyze each column to identify its content. Fix any inconsistent formatting such as dates to make it more seamless. Add basic styling and color.

3. Output: A new Excel file.

Main Takeaways

Context is everything!
Right click the file and click "Add File to Cursor Chat"

Break it down!
Break complex tasks into smaller steps for better results.

Vibe Coding Applications

Depreciation & Amortization Schedules

Import asset data and auto-generate tax depreciation schedules using MACRS, Section 179, and bonus conventions.

Client Information Request Lists

Analyze tax summaries to automatically generate customized information requests.

Automated Footnote Population

Extract and format footnote data from your GL—debt covenants, leases, segments, related parties.

Cursor Quick Guide

Contact Me

kyle@maxwellcpareview.com

Maxwellcpareview.com