How it works
You need someone who already knows accounting to have done the prompting for you. That's the entire product. Here's exactly what you get and what you do with it.
Step one
The core instruction set. Not a paragraph-long prompt — a structured procedure with numbered steps, decision rules, and checkpoints the AI can't skip past. This is where the accounting knowledge lives.
Chart of accounts structures, classification rules, materiality thresholds, common error catalogs. The context that turns generic AI into something that codes like a bookkeeper.
Tie-out sheets, close memos, review point formats, reconciliation summaries. The paper output a professional would produce, so your work is documented, not just done.
One page. Screenshots. Covers both Claude and ChatGPT. Written for someone who has never made a "Project" before and doesn't know what a Markdown file is.
Step two
Every pack ships in three formats in the same download. Use whichever matches the tool you have.
The richest version. Drops into a Claude Project or skills folder and activates automatically when you describe the task. Supports multi-file structure, so the workflow can pull in reference material only when it's relevant.
Best if you have Claude Pro, Max, or Claude Code.
The same workflow restructured for ChatGPT's Projects and custom instructions. Upload the files to a Project, paste the instruction block, and start a chat. Slightly flatter structure, same procedure.
Best if you have ChatGPT Plus or Team.
Plain text files with no platform-specific syntax. Paste into Gemini, Copilot, a local model, or whatever comes next. You lose automatic activation, but the accounting logic is identical.
Best if you're on another tool or want portability.
Step three
Bank statements, a P&L export, a draft return, your prior-year filing. Usually a PDF or a CSV.
Step by step, in order, showing its work. Not a wall of output — a sequence you can follow and stop.
Missing a statement, unclear on a vendor, unsure whether something is personal — it asks instead of assuming.
Hit something that needs professional judgment and it flags it, explains why, and does not guess.
These packs are not a replacement for a CPA, and we're not going to pretend otherwise — we run a firm. What they do is close the gap between "my books are a mess and I'll deal with it in March" and "my books are current and organized."
That gap is where most small businesses lose money. It's where cleanup fees come from, where missed deductions live, and where the April surprise gets manufactured. If you use these packs and still hire an accountant, you'll pay them less and get more out of them, because they'll be doing tax strategy instead of forensic bookkeeping.