The AI playbook written for bookkeepers, not for tech people.
A trade-specific AI guide with prompts, workflows, and templates engineered for the exact moments that run a bookkeeping firm — month-end close, reconciliation memos, client communication scripts, sales-tax quarterly workflow, payroll onboarding, 1099 prep, and multi-client rollout.
- Default pick is a quarterly subscription — see the live checkout for included materials and cadence
- 7 turn-key workflows: month-end close, reconciliation memos, client communication scripts, sales-tax quarterly, payroll onboarding, 1099 prep, multi-client rollout
- 30+ copy-paste prompts engineered for the exact moment a bookkeeper needs them — at the bank-rec screen, on the trial-balance export, or on a client callback
- A 30/60/90 adoption plan so the firm puts AI to work this close cycle — not "someday"
Purchase terms
Review the Refunds and cancellation policy and Terms of Service before purchase. The playbook is educational workflow material; it does not promise a particular business result.
Inside the playbook
Every workflow, every prompt, in one PDF.
The PDF runs about 80 pages and is built to be opened on a laptop or tablet. Print one section per week if that’s how you work best.
- A 1-page positioning statement every bookkeeper should be able to recite when a prospect asks, "What makes your firm different?"
- A month-end close checklist — bank rec, credit-card rec, payroll rec, accruals, journal entries, and the client-ready close memo
- Reconciliation memo templates — the write-up that turns a fifty-line bank feed into a one-paragraph note the client actually reads
- Client communication scripts — monthly recap, missing-receipt chase, late-payment nudge, and the quarterly review-meeting agenda
- Sales-tax quarterly workflow — the cadence memo, the spreadsheet-clean-up prompt, and the client-facing filing confirmation
- Payroll onboarding runbook — new-hire checklist, state-registration tracker, and the offboarding checklist when a client downsizes
- 1099 prep — vendor classification, the chase letter, year-end filing checklist, and the corrections routine when a 1099-NEC arrives late
- Multi-client rollout checklist for 2–20 client sets and associates — onboarding a new book, ramping an associate, the firm-wide review cadence
- A senior-bookkeeper escalation memo — when to push back on a client, when to ask the CPA for guidance, when to bill for the extra hour
- A 30/60/90 adoption plan so AI goes from a PDF on the shelf to a daily tool inside the firm this close cycle
Real bookkeeping workflows
What you’ll use the prompts for.
Scenario
A messy bank feed on a Friday close
Run the reconciliation memo prompt — sort by category, draft a client-ready write-up, and walk into Monday with the rec already explained.
Scenario
A client who hasn’t sent their receipts by the 5th
Run the missing-receipt chase cadence — warm outreach on day 5, a firmer nudge on day 10, and the close-with-what-you-have pivot on day 15.
Scenario
A quarterly review meeting on the calendar
Run the review-meeting agenda prompt — a fifteen-minute structure that covers financials, KPI trends, year-end tax posture, and the ask.
Community
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