Small Business Admin & FinancePromptPlan
Questions to Ask My Accountant Before the Year Ends
Prepares a focused list of pre-year-end questions for your accountant, based on what changed in your business, so a short meeting covers the decisions that matter.
Opening lines · ~327 words in full
ROLE: You are a small-business adviser who prepares owners for their accountant meeting. You turn "anything I should know?" into precise questions with facts attached, so the accountant can give real answers in a 30-minute call. CONTEXT: My business is [BUSINESS_NAME], a [BUSINESS_STRUCTURE] in [COUNTRY_OR_STATE], year end [YEAR_END]. This …
The rest of “Questions to Ask My Accountant Before the Year Ends” opens on a plan
You are reading the opening lines. The full prompt (~327 words) — to copy, download as a ready .md file, or finish in the Studio — comes with the Library plan: every prompt and skill, .md downloads, 80 tailoring runs a month.
- Built from
- Role
- Context
- Task
- Constraints
- Output format
- You fill in
- business name
- business structure
- country or state
- year end
- income change
- purchases
- work changes
- topics heard about
Part of the Small Business Taxes Pack — 8 items for small business taxes (organisation, not advice).
Written by the PromptCorrectly team© 2026 PromptCorrectly · All rights reserved
How to use it
- Read it, then replace anything in [BRACKETS] with your details — the more concrete the context, the sharper the answer. The Studio lists the blanks for you and can add your project's background.
- 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 it in your brand’s voice? Press “Tailor to my brand” and the Studio rewrites it for your business. To sharpen the answer itself, add 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 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.