🧮 AI Prompts for Accountants

Write an invoice email.

Type: [initial invoice / payment reminder / overdue notice / final notice]
Client: [CLIENT TYPE]
Amount: [AMOUNT]
Due date: [DATE]
Services: [DESCRIBE SERVICES RENDERED]

Rules:
- Include subject line
- Professional but firm (escalate tone with overdue notices)
- Reference the specific services and invoice number [INV-XXXX]
- Clear payment instructions
- Under 150 words

Write an [TYPE] email for an invoice of [AMOUNT] due [DATE].

Client: [CLIENT TYPE]
Services: [DESCRIBE]

Subject line included. Professional tone — firmer for overdue notices. Reference specific services and invoice number. Clear payment instructions. Under 150 words.

Write an invoice email.

Type: [initial / reminder / overdue / final notice]
Client: [TYPE]
Amount: [AMOUNT]
Due: [DATE]
Services: [DESCRIBE]

Subject line. Professional tone. Invoice reference. Payment instructions. Under 150 words.

Draft an engagement letter for [SERVICE TYPE: tax preparation / bookkeeping / audit / advisory / compilation].

Client: [CLIENT NAME/TYPE]
Scope: [DESCRIBE SERVICES]
Fees: [FEE STRUCTURE]
Timeline: [EXPECTED TIMELINE]

Include:
- Scope of services (specific)
- Client responsibilities
- Fee structure and payment terms
- Confidentiality clause
- Limitation of liability
- Signature blocks

Professional tone. Clear and specific — avoid ambiguity.

Draft an engagement letter for [SERVICE TYPE] for [CLIENT].

Scope: [DESCRIBE]
Fees: [STRUCTURE]
Timeline: [TIMELINE]

Cover: scope, client responsibilities, fees, payment terms, confidentiality, limitation of liability, signatures. Be specific about what's included AND excluded. Professional, clear language.

Draft an engagement letter.

Service: [tax prep / bookkeeping / audit / advisory]
Client: [NAME/TYPE]
Scope: [DESCRIBE]
Fees: [STRUCTURE]
Timeline: [TIMELINE]

Scope, client duties, fees, confidentiality, liability, signatures. Clear and specific.

Write a financial summary for a client.

Period: [MONTH/QUARTER/YEAR]
Key figures: [LIST — revenue, expenses, net income, cash flow, etc.]
Notable items: [UNUSUAL TRANSACTIONS, TRENDS, CONCERNS]
Audience: [business owner / board / investors]

Requirements:
- Plain language — no accounting jargon
- Highlight what changed and why it matters
- Include actionable recommendations
- Under 300 words

Write a financial summary for [PERIOD] for a [AUDIENCE].

Key figures: [LIST]
Notable items: [DESCRIBE]

Plain language — my client isn't an accountant. Explain what changed, why it matters, and what to do about it. Under 300 words.

Write a financial summary.

Period: [MONTH/QUARTER/YEAR]
Figures: [LIST KEY NUMBERS]
Notable items: [DESCRIBE]
Audience: [owner / board / investors]

Plain language. What changed, why it matters, recommendations. Under 300 words.

Categorize these expenses for [BUSINESS TYPE].

Expenses:
[PASTE LIST OF EXPENSES WITH AMOUNTS]

Requirements:
- Assign each to a standard accounting category
- Flag any that could be tax-deductible
- Note any that seem unusual or need clarification
- Suggest if any should be split between categories
- Format as a clean table: Description | Amount | Category | Notes

Categorize these expenses for a [BUSINESS TYPE]:

[PASTE EXPENSES]

Assign standard accounting categories. Flag tax-deductible items. Note anything unusual. Format as a table: Description | Amount | Category | Notes.

Categorize expenses.

Business type: [TYPE]
Expenses:
[PASTE LIST]

Standard categories. Flag tax-deductible. Note unusual items. Table format: Description | Amount | Category | Notes.

Create a chart of accounts for a [BUSINESS TYPE].

Industry: [INDUSTRY]
Size: [sole proprietor / small business / mid-size]
Special needs: [DESCRIBE, or leave blank]

Include:
- Assets (1000s)
- Liabilities (2000s)
- Equity (3000s)
- Revenue (4000s)
- Expenses (5000s-6000s)

Use standard numbering. Include sub-accounts where appropriate. Industry-specific accounts included.

Build a chart of accounts for a [SIZE] [BUSINESS TYPE] in [INDUSTRY].

Special needs: [DESCRIBE, or "standard"]

Standard numbering (1000s assets through 6000s expenses). Include sub-accounts where useful. Make it industry-appropriate — not a generic template.

Create a chart of accounts.

Business: [TYPE]
Industry: [INDUSTRY]
Size: [sole proprietor / small / mid-size]

Assets (1000s), Liabilities (2000s), Equity (3000s), Revenue (4000s), Expenses (5000s-6000s). Sub-accounts. Industry-specific.

Create a tax deadline checklist for [CLIENT TYPE: individual / small business / corporation / partnership / nonprofit].

Tax year: [YEAR]
Jurisdiction: [STATE/COUNTRY]
Special situations: [DESCRIBE, or leave blank]

Include:
- All relevant filing deadlines
- Estimated tax payment dates
- Extension deadlines
- Required documents to gather
- Key action items with responsible party

Organize chronologically.

Build a tax deadline checklist for a [CLIENT TYPE] for [YEAR] in [JURISDICTION].

Special situations: [DESCRIBE, or "standard"]

All filing deadlines, estimated payments, extensions, documents needed, and action items. Chronological order. Include who's responsible for each item.

Create a tax deadline checklist.

Client: [individual / small business / corporation / partnership / nonprofit]
Year: [YEAR]
Jurisdiction: [STATE/COUNTRY]

Filing deadlines, estimated payments, extensions, documents, action items. Chronological.

Write a scope of work for [SERVICE: bookkeeping / tax prep / audit / advisory / CFO services].

Client: [CLIENT TYPE]
Services included: [LIST]
Services excluded: [LIST, or leave blank]
Timeline: [TIMELINE]
Fees: [FEE STRUCTURE]

Include:
- Detailed description of each service
- Deliverables and deadlines
- Client responsibilities
- What's NOT included (important for scope creep)
- Terms and conditions

Write a scope of work for [SERVICE] for [CLIENT].

Included: [LIST SERVICES]
Excluded: [LIST, or "standard exclusions"]
Timeline: [TIMELINE]
Fees: [STRUCTURE]

Be very specific about what's in and what's out — this prevents scope creep. Include deliverables, deadlines, and client responsibilities.

Write a scope of work.

Service: [bookkeeping / tax / audit / advisory / CFO]
Client: [TYPE]
Included: [LIST]
Excluded: [LIST]
Timeline: [TIMELINE]
Fees: [STRUCTURE]

Detailed services, deliverables, client duties, exclusions, terms.

Create bookkeeping standard operating procedures for a [BUSINESS TYPE].

Software: [QuickBooks / Xero / FreshBooks / other]
Frequency: [daily / weekly / monthly]
Special requirements: [DESCRIBE, or leave blank]

Include procedures for:
- Daily transaction recording
- Bank reconciliation
- Accounts receivable/payable
- Month-end close process
- Document management

Step-by-step format. Clear enough for a new bookkeeper to follow.

Write bookkeeping SOPs for a [BUSINESS TYPE] using [SOFTWARE].

Frequency: [daily / weekly / monthly]
Special needs: [DESCRIBE, or "standard"]

Cover: transaction recording, bank reconciliation, AR/AP, month-end close, document management. Step-by-step — clear enough for someone new to follow.

Create bookkeeping SOPs.

Business: [TYPE]
Software: [QuickBooks / Xero / FreshBooks]
Frequency: [daily / weekly / monthly]

Transaction recording, bank reconciliation, AR/AP, month-end close, document management. Step-by-step.

Write a proposal for accounting services.

Prospect: [BUSINESS TYPE AND SIZE]
Services: [LIST SERVICES YOU'RE PROPOSING]
Fees: [FEE STRUCTURE]
Your firm: [BRIEF DESCRIPTION]

Structure:
1. Understanding of their needs
2. Proposed services
3. Your approach and methodology
4. Pricing
5. Why your firm
6. Next steps

Professional tone. Focus on their business outcomes, not just compliance.

Write a proposal for [SERVICES] for a [PROSPECT TYPE].

Fees: [STRUCTURE]
Your firm: [BRIEF DESCRIPTION]

Structure: Their needs → Services → Approach → Pricing → Why you → Next steps. Focus on business outcomes, not just "we'll do your taxes." Professional but personable.

Write an accounting proposal.

Prospect: [BUSINESS TYPE]
Services: [LIST]
Fees: [STRUCTURE]
Firm: [DESCRIPTION]

Needs, services, approach, pricing, why you, next steps. Outcome-focused.

Write a client update email.

Type: [deadline reminder / status update / document request / tax law change / year-end planning]
Client: [CLIENT TYPE]
Details: [DESCRIBE THE SITUATION]
Urgency: [routine / important / urgent]

Rules:
- Include subject line
- Under 200 words
- Clear action items for the client
- Specific deadlines mentioned
- Professional but approachable tone

Write a [TYPE] email to a [CLIENT TYPE] about: [DESCRIBE SITUATION]

Urgency: [routine / important / urgent]

Subject line included. Under 200 words. Clear action items with specific deadlines. Professional but approachable — don't sound like a robot.

Write a client update email.

Type: [deadline reminder / status update / document request / tax change / year-end]
Client: [TYPE]
Details: [DESCRIBE]
Urgency: [routine / important / urgent]

Subject line. Under 200 words. Clear action items. Specific deadlines.