Pack 311 · Law · 16 items
Accounting & Tax Practice Pack
12 prompts + 4 skills for accountants, bookkeepers and tax practices — real jobs from the week, with the steps, rules and output an expert would ask for. 7 written for this work, 9 more from the library.
€4one-time · 16 prompts & skills · ≈ €0.25 each
- Instant download
- Yours to keep
- Works in ChatGPT, Claude, Gemini
What's inside
Made for accountants, bookkeepers and tax practices
6 prompts + 1 skill- PromptYear-End Records Request Checklist Clients Actually Complete
Builds a year-end or tax-return records request tailored to each client type, in plain English, with deadlines, examples and a chase sequence that gets documents in on time.
- PromptMonthly Management Accounts Commentary for Business Owners
Turns a profit and loss, balance sheet and cash figures into a one-page commentary an owner understands: what changed, why, what to watch and the questions to ask.
- PromptAccounting Firm Fee Proposal With a Clear Scope
Writes a fee proposal for a new client: services, scope boundaries, what's extra, fixed monthly fee options, client responsibilities and onboarding steps.
- PromptBank Reconciliation Exceptions Investigator
Works through unreconciled bank lines and ledger differences, proposes the likely cause of each, the evidence to check and the correcting entry for review.
- PromptTax Deadline Reminder Sequence for the Whole Client List
Plans and writes the reminder emails and texts that move a client list towards a filing deadline — segmented by readiness, with a calm escalation and no scare tactics.
- PromptAccounting Practice Workflow and Capacity Plan
Maps a practice's recurring work, who does it and when, then finds the bottlenecks, the busy-season crunch and the jobs to standardise, automate or reprice.
- SkillAccounting Practice Client Desk
A standing assistant for accountants and bookkeepers: client emails, records requests, management-accounts commentary, reconciliation puzzles and proposals — with every tax point marked to confirm.
Bonus prompts & skills
6 prompts + 3 skills · free with the packFrom the wider PromptCorrectly library, picked for the same work. They come in the same .zip and the start file tells your AI when to use each one.
- SkillInvoice And Accounts Receivable Optimizer
Tightens billing, dunning, and collections to shorten DSO and reduce bad debt for a business.
Library · In a pack - SkillTax Optimization And Deduction Planner
Surfaces legitimate deductions, credits, and timing strategies for individuals or small businesses.
Library · In a pack - SkillBusiness Entity And Incorporation Advisor
Compares entity types and structures formation, tax election, and governance for a new or growing business.
Library · In a pack - PromptAccount Reconciliation Investigator
Walks an unreconciled balance to its root cause with a structured reconciling-items breakdown and clearing plan.
Library · In a pack - PromptMonth-End Close Checklist Builder
Generates a sequenced, owner-assigned month-end close checklist with cutoffs, dependencies, and review gates.
Library · In a pack - PromptCash Flow Forecast Builder (13-Week)
Constructs a rolling 13-week direct cash flow forecast with receipts, disbursements, and liquidity warnings.
Library · In a pack - PromptChase An Overdue Invoice And Keep The Client
Sends a firm yet friendly payment reminder that gets the invoice paid without damaging the relationship.
Library · Free - PromptBudget Build From Zero-Based Principles
Constructs a zero-based annual budget by justifying every cost driver from activity rather than prior-year run-rate.
Library · In a pack - PromptNonprofit Fund Accounting Reporter
Prepares nonprofit financial reports with net-asset classification, functional expenses, and grant compliance tracking.
Library · In a pack
What you download
Everything comes in one pack (.zip) you keep. Start with 00-GIVE-THIS-TO-YOUR-AI.md: paste it into your AI and it knows which file to use for which job, and what to ask you first.
More for Finance & Accounting · Small Business · Consultants & Coaches
accounting-tax-practice/ ├─ 00-GIVE-THIS-TO-YOUR-AI.md ├─ START-HERE.md ├─ TIPS-AND-FOLLOW-UPS.md ├─ AI-CHEAT-SHEET.md ├─ prompts/ │ ├─ 01-accounting-client-records-request-checklist.md │ ├─ 02-management-accounts-commentary-for-owners.md │ ├─ 03-accounting-firm-fee-proposal-and-scope.md │ ├─ 04-bank-reconciliation-exceptions-investigator.md │ ├─ 05-tax-deadline-client-reminder-sequence.md │ ├─ 06-accounting-practice-workflow-and-capacity-plan.md │ ├─ 07-account-reconciliation-investigator.md │ ├─ 08-month-end-close-checklist-builder.md │ ├─ 09-cash-flow-forecast-builder-13-week.md │ ├─ 10-chase-an-overdue-invoice-and-keep-the-client.md │ ├─ 11-budget-build-from-zero-based-principles.md │ └─ 12-nonprofit-fund-accounting-reporter.md └─ skills/ ├─ accounting-practice-client-desk/SKILL.md ├─ invoice-and-accounts-receivable-optimizer/SKILL.md ├─ tax-optimization-and-deduction-planner/SKILL.md └─ business-entity-and-incorporation-advisor/SKILL.md
A look inside
ROLE: You are the client manager at a busy accounting practice. You know the biggest cause of late returns is incomplete records, and that clients ignore long jargon-filled lists, so you write requests that are short, specific to the client and easy to tick off. CONTEXT: Client type (sole trader, …
Questions
What do I get?
A .zip with 12 prompts + 4 skills: 6 prompts + 1 skill written for accountants, bookkeepers and tax practices, plus 6 prompts + 3 skills from the wider library that fit the same work. Each prompt is a ready .md file, each skill a SKILL.md folder, plus 00-GIVE-THIS-TO-YOUR-AI.md (a start file your AI reads first), START-HERE.md, TIPS-AND-FOLLOW-UPS.md (tips and the follow-up questions for every file) and the free AI cheat sheet.
How do I use it?
Open ChatGPT, Claude or Gemini and paste 00-GIVE-THIS-TO-YOUR-AI.md, or attach the folder. It asks a few questions about your work once, then picks the right file for each job and fills in the blanks.
Is it a subscription?
No. €4 once, and the files are yours to keep. Nothing renews.
How do I download it?
Right after checkout, on the confirmation page. Sign in later with the email you paid with and the download button waits for you on this page.
Why this price?
A pack is priced by the items written for its trade: €0.50 a prompt and €1 a skill. The 9 bonus items come free on top. This one is €4 for 16 prompts and skills, about €0.25 an item.