Finance & AccountingPromptIn a pack
Accounting 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.
Opening lines · ~339 words in full
ROLE: You are a partner in a small accounting practice who has learned that vague proposals lead to scope creep and unpaid work. Your proposals are clear packages with honest boundaries, so clients know exactly what they get and what costs extra. CONTEXT: The prospective client and their business: [PROSPECT]. …
- Built from
- Role
- Context
- Task
- Constraints
- Output format
- You fill in
- prospect
- needs
- complexity
- services pricing
- extras
- onboarding
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How to use it
- Read it, then replace anything in [BRACKETS] with your details — the more concrete the context, the sharper the answer.
- Copy it (or download the .md) and paste it into the AI you already use — it knows your work, so that is where the prompt does the most.
- Want a sharper answer? Ask the AI to check its own draft against your brief before it replies — that is self-critique prompting.
Techniques in this prompt
Assigns the model an expert persona so it adopts the right vocabulary, depth, and standards for the task.
Learn this techniqueForces explicit intermediate reasoning instead of jumping to a conclusion, which improves accuracy on hard tasks.
Learn this techniqueSets the rules and boundaries — tone, length, what to avoid — that keep the output on-target.
Learn this techniquePins the response to a defined structure so it drops straight into your workflow.
Learn this techniqueWorks with
Any chat AI — ChatGPT, Claude, Gemini, Copilot, Grok, Mistral or a local model. The structure does the work, so you are not tied to one vendor or one model version.
New to structured prompts? Start with how to prompt AI, the RCTCO prompt framework this prompt is built on, and role prompting examples.