For bookkeepers.
AI playbooks that fit the bank-rec, the close, and the chase.
The SkillForge AI bookkeeping playbook is trade-specific on purpose — month-end close, client communication, sales-tax quarterly workflow, and payroll & 1099 prep, written for the moment a bank-rec drops at 9am or a quarterly review lands on the calendar. Built to run on QuickBooks Online, Xero, or Sage with ChatGPT, Claude, Gemini, or Perplexity — no “tech person” required.
What subscribers say
From the field.
“Month-end close used to eat my week. The reconciliation memo prompt writes a per-account variance flag my clients actually read, and the trial-balance review lands clean in time for the quarterly call.”
“The missing-receipt chase cadence used to be three round-trips per client per month. The three-touch prompt closes the chase on the first round for most of them and my client-owner replies are finally "OK" instead of silence.”
“Quarterly sales-tax prep is the workflow I dreaded every March. The state-by-state deadline calendar and the 1099-NEC box-by-box decision memo closes the gap before the December backup-withhold cutoff and I have stopped losing sleep over it.”
What the playbook covers
Three workflows that run a multi-client firm.
Built around the moments that decide whether the next close cycle ships on time — not the moments a vendor demo likes to talk about.
Pillar 1
Month-End Close that runs on a cadence, not a chase.
Reconciliation memos written so a client owner can approve by replying "OK" to one email, trial-balance variance flagging with a memo per material account, and a new-client books-cleanup sweep with a 90-day catch-up plan that ships in the first quarter.
Pillar 2
Client communication that prevents the phone call.
A monthly recap email the client reads in 60 seconds, a missing-receipt chase cadence, a three-tier late-payment nudge that does not lose the client, and the 30-minute quarterly review script with a same-day follow-up email to lock in the next quarter.
Pillar 3
Compliance readiness for sales tax, payroll, and 1099.
Quarterly sales-tax filing-prep memos, a rolling 4-quarter state-by-state deadline calendar, exemption-certificate chase, a 1099-NEC vs MISC box-by-box decision memo, and a multi-touch vendor TIN chase cadence that closes before the December backup-withhold cutoff.
Not ready to check out yet?
Get the bookkeeping workflow checklist — free email.
Drop your email and we’ll send the free bookkeeping workflow checklist straight to your inbox — the same workflows the playbook ships at the front of the PDF. Paste each one into ChatGPT, Claude, or Gemini and run it today. We’ll email again the day the full playbook launches.
Try the free workflows before you buy
A peek at what the playbook ships -- free.
The same workflows ship at the front of your trade’s downloaded PDF -- paste each prompt into any AI tool, ship a draft today. Lock the rest of the playbook when you’re ready.
Free workflow
Month-End Close -- The 4-Day to 1-Day Sequence
A four-step prompt sequence that compresses the month-end close from a four-day slog to a one-day run. Each step ships a paste-ready prompt that produces one close document at a time.
Time to run: ~90 minutes for the first run; ~45 minutes thereafter
Free workflow
Missed-Deadline Recovery -- The Three-Touch Sequence
A three-touch re-engagement sequence for the client who missed a bookkeeping deadline -- without resorting to a coupon or a write-off. Day 1 is the calm text, Day 3 is the email, Day 7 is the same-day call script.
Time to run: 15 minutes to set up, runs over 7 days
Get the Starter Prompt Pack
Get the Starter Prompt Pack for Bookkeepers
Drop your email — the AI Starter Pack PDF lands in your inbox in under a minute, and we'll email you again the day each playbook ships.
Running a solo firm, a multi-associate practice, or a 60-client book of business? See the plans and try one workflow free before you commit.