Use AI with Greater Confidence
Learn how to select tools, write better instructions, and create useful business content and workflows.
Protect Your Business Information
Classify sensitive data, prevent unsafe uploads, recognize scams, and establish human approval controls.
Build Your AI Business System
Create approved tools, policies, prompt templates, five workflows, and a practical 30-day implementation plan.
About the course
AI can help you work faster, communicate more clearly, and organize your business. It can also expose confidential information, produce inaccurate financial or tax guidance, and make convincing scams harder to recognize. This practical course teaches small-business owners what to automate, what to verify, what never to upload, and what AI should never decide. You will leave with written safeguards, reusable workflows, verification tools, and a 30-day implementation plan built for your business.
Learn with Dr. Bianca Adams
Dr. Bianca Adams brings together experience in computer forensics, tax practice as an Enrolled Agent, finance and accounting, project management, investigations, business consulting, government contracting, and nonprofit leadership. She created AI Smart. Business Safe. to help owners use AI practically while protecting the information, decisions, and professional responsibilities that keep a business secure.
Curriculum
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Welcome & Course Safety
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What AI Is and Isn’t
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Why Adopting Now and Where Risk Hides
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Three Governing Questions
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Classifying Business Information
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Setting Your AI Risk Tolerance
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Worksheet: My AI Starting Line
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Module 0 Knowledge Assessment
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The AI Tool Landscape
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Evaluate an AI Tool
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Free vs. Paid AI Tools
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Privacy and Data Controls
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Build Your Approved-Tools List
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AI Setup Mistakes to Avoid
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AI Tool Evaluation Worksheet
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Approved-Tools List Template
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Module 1 Knowledge Assessment
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Prompt Anatomy
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Context Without Oversharing
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Audience, Role, Tone, and Format
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Repairing Weak AI Output
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Reusable Prompt Templates
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Verify Before Use
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Reusable Prompt Builder
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Starter Prompt Library
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Module 2 Knowledge Assessment
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Planning Content Safely
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Social Media and Content Calendars
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Email and Professional Communication
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Website Copy, FAQs, and Customer Service
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Video Scripts and Repurposing
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Avoid Misleading AI Marketing
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AI Marketing Content Calendar
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Marketing Output Review Checklist
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Module 3 Knowledge Assessment
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Map Work Before Automating
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AI-Assisted SOP Drafting
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Checklists, Agendas, and Meetings
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Project Plans and Training
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Policies and Workflows
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Quality Control and Approval Gates
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Workflow Mapping Worksheet
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AI-Assisted SOP Template
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Module 4 Knowledge Assessment
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Safe Financial Questions
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AI-Assisted Transaction Review
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Understanding Financial Statements
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Bookkeeping and Tax Documents
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Recognizing False AI Tax Advice
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Verification and Professional Review
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Tax and Financial Safety Guide
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Financial Verification Checklist
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Tax-Professional Question Organizer
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Module 5 Knowledge Assessment
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Research Plans and Source Verification
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Capability Statements and Proposals
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Grant Questions and Program Descriptions
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Budget Narratives Without Fabrication
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Compliance Matrices and Reviews
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Final Review and Submission Controls
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Grant and Proposal Prompt Pack
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Solicitation Compliance Matrix
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Source and Citation Verification Log
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Module 6 Knowledge Assessment
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How AI Changes Scams
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Phishing, Smishing, and BEC
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Voice Cloning and Deepfakes
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Fake Government and IRS Messages
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Protecting and Redacting Data
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Incident Response and Evidence
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AI Scam Warning-Signs Guide
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Suspicious Message Checklist
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Incident Documentation Log
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Module 7 Knowledge Assessment
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Creating an Approved-Tools List
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Writing Your AI Policy
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Building the Restricted-Information List
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Designing the Verification Process
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Five Workflows and Prompt Library
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Your 30-Day Implementation Plan
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Approved-Tools List
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AI Acceptable-Use Policy
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Restricted-Information List
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Output-Verification Process
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Five Approved Workflows
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Reusable Prompt Library
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30-Day Implementation Plan
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Capstone Rubric: 100 Points
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Final Capstone Submission Instructions
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Submit Your Capstone
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Module 8 — Final Knowledge Check
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Course Access and Support
Your enrollment includes Modules 0–8, lesson PDFs, knowledge assessments, downloadable templates, and practical implementation resources. Complete the course at your own pace. This training is educational and does not replace professional legal, tax, accounting, or cybersecurity advice.
Use AI Without Letting AI Run Your Business
Learn what to automate, what to verify, what never to upload, and what AI should never decide. Build your safer business AI system step by step.
$698.00