Pack 452 · Business functions: HR · 13 items
Xero and QuickBooks Practice Pack
11 prompts + 2 skills for bookkeepers and accountants running clients on Xero or QuickBooks Online — real jobs from the week, with the steps, rules and output an expert would ask for. 7 written for this work, 6 more from the library.
€4one-time · 13 prompts & skills · ≈ €0.31 each
- Instant download
- Yours to keep
- Works in ChatGPT, Claude, Gemini
What's inside
Made for bookkeepers and accountants running clients on Xero or QuickBooks Online
6 prompts + 1 skill- PromptXero or QuickBooks Online Client Onboarding — File Setup, Chart of Accounts, Bank Feeds and Opening Balances
Onboards a new client onto Xero or QuickBooks Online properly — choosing the platform and plan, chart of accounts suited to the business, tax settings, bank feeds and rules, opening balances, app connections, user access and a clean handover — so the books start right.
- PromptCloud Bookkeeping Month-End Routine and Quality Review for Practice Clients
Builds a repeatable month-end routine for clients on Xero or QuickBooks — bank and card reconciliations, clearing account checks, aged debtors and creditors review, accruals and prepayments, payroll and tax control accounts, a quality review checklist and a short management report for the client.
- PromptMaking Tax Digital for Income Tax Readiness — Client Segmentation, Software, Quarterly Updates and Pricing
Prepares a UK practice and its sole trader and landlord clients for Making Tax Digital for Income Tax — identifying who is in scope and when, choosing compatible software, digital record keeping, quarterly update routines, client communication, pricing the new work and capacity planning.
- PromptAccounting App Stack Selection for Small Business Clients — Receipts, Payments, Inventory, E-Commerce and Payroll
Chooses and connects the right apps around Xero or QuickBooks for a client — receipt capture, bill payments, invoicing and payments, inventory, e-commerce and marketplace connectors, payroll, reporting — checking how each app posts data, its cost, data access and what happens if it is removed.
- PromptAdvisory Services for Small Business Clients — Cash Flow Forecasts, KPI Packs and Quarterly Review Meetings
Builds an advisory offer on top of cloud bookkeeping — 13-week cash flow forecasts, simple KPI packs by sector, budget versus actual, quarterly review meetings with an agenda, pricing advisory packages and showing clients the value of decisions made.
- PromptCloud Accounting File Clean-Up and Catch-Up Bookkeeping — Diagnosing a Messy File and Fixing It
Rescues a messy Xero or QuickBooks file — diagnosing unreconciled accounts, duplicate transactions, misused suspense and clearing accounts, wrong tax codes and broken app syncs, scoping and quoting the catch-up, fixing in a safe order, and preventing it from happening again.
- SkillXero and QuickBooks Practice Partner
A standing partner for bookkeepers and accountants running clients on Xero or QuickBooks Online: onboarding, month-end routines, Making Tax Digital readiness, app stacks, advisory packs and messy file clean-ups — clean books, clear clients, profitable practice.
Bonus prompts & skills
5 prompts + 1 skill · 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 - 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 - PromptAccount Reconciliation Investigator
Walks an unreconciled balance to its root cause with a structured reconciling-items breakdown and clearing plan.
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
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 · Business Plans & Strategy
xero-quickbooks-practice-adviser/ ├─ 00-GIVE-THIS-TO-YOUR-AI.md ├─ START-HERE.md ├─ TIPS-AND-FOLLOW-UPS.md ├─ AI-CHEAT-SHEET.md ├─ prompts/ │ ├─ 01-xero-or-quickbooks-online-client-onboarding-and-file-setup.md │ ├─ 02-cloud-bookkeeping-month-end-routine-and-quality-review.md │ ├─ 03-making-tax-digital-income-tax-readiness-for-sole-traders-and-landlords.md │ ├─ 04-accounting-app-stack-selection-for-small-business-clients.md │ ├─ 05-advisory-services-cash-flow-forecasting-and-kpi-meetings-for-clients.md │ ├─ 06-cloud-accounting-file-clean-up-and-catch-up-bookkeeping.md │ ├─ 07-month-end-close-checklist-builder.md │ ├─ 08-cash-flow-forecast-builder-13-week.md │ ├─ 09-account-reconciliation-investigator.md │ ├─ 10-chase-an-overdue-invoice-and-keep-the-client.md │ └─ 11-budget-build-from-zero-based-principles.md └─ skills/ ├─ cloud-accounting-practice-partner/SKILL.md └─ invoice-and-accounts-receivable-optimizer/SKILL.md
A look inside
ROLE: You are a cloud accounting adviser who sets up hundreds of client files. A poorly set-up file creates years of miscoded transactions and messy year ends, so you set the chart of accounts, tax settings and bank rules carefully and reconcile opening balances before day-to-day bookkeeping starts. …
Questions
What do I get?
A .zip with 11 prompts + 2 skills: 6 prompts + 1 skill written for bookkeepers and accountants running clients on Xero or QuickBooks Online, plus 5 prompts + 1 skill 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 6 bonus items come free on top. This one is €4 for 13 prompts and skills, about €0.31 an item.