I’m starting a series to help accounting professionals learn more about how to write prompts. This is the first one – it’s ten prompts to help you with your work. While some of these would be better categorized as tools for administrative tasks (I’m thinking of items 3-7 in this list), they all help professionals get “unstuck” and makes it easier to get more done by automating the first draft of ministerial tasks. I hope you find this helpful, and if you would like more content like this, please sign up for my newsletter using the form at the bottom of this post.
| # | Scenario | Objective (with Deliverable Type) | Full Prompt |
| 1 | Explaining new tax rules to clients | Communicate complex tax updates clearly (client email) | You are a CPA advising a small business owner. Draft a clear, professional email explaining the implications of the new Section 179 expensing rules, including examples, phaseouts, and recommended year-end equipment purchases. |
| 2 | Summarizing financial statements | Translate financial data into client-friendly insights (summary report) | You are an accounting advisor. Summarize this client’s income statement and balance sheet (paste data) into plain English, focusing on trends, profitability, liquidity, and key takeaways for non-financial readers. |
| 3 | Proposal for services | Present advisory offerings professionally (proposal document) | You are a CPA firm partner preparing a proposal. Draft a detailed proposal for monthly accounting and advisory services for a new client, including scope, deliverables, timelines, and pricing tiers. |
| 4 | Client onboarding | Standardize client intake process (checklist) | You are a firm administrator. Develop a step-by-step onboarding checklist for new clients that covers engagement letters, data access, software setup, compliance, and initial financial review. |
| 5 | Engagement letter drafting | Ensure clarity and compliance (engagement letter template) | You are a CPA drafting a service engagement letter. Write a professional engagement letter template for bookkeeping and advisory services, referencing AICPA ethical standards and scope limitations. |
| 6 | Year-end client meeting prep | Prepare discussion materials (talking points memo) | You are a client relationship manager. Draft talking points for a year-end meeting summarizing performance, tax strategy opportunities, and areas for process improvement. |
| 7 | Measuring client satisfaction | Assess and improve service quality (survey form) | You are a firm manager. Create a detailed client satisfaction survey focused on communication, timeliness, accuracy, and overall value of accounting services. |
| 8 | Executive summaries | Convert detailed financials into highlights (executive summary) | You are a CPA presenting to management. Summarize the client’s quarterly financial performance into 5 key bullet points with supporting commentary and suggested next steps. |
| 9 | Missing documents follow-up | Encourage client action politely (follow-up email) | You are a tax professional following up with a client. Draft a friendly but firm email requesting missing tax documents, including a checklist and submission deadline. |
| 10 | Discussing cash flow challenges | Guide clients through financial stress (meeting script) | You are a financial advisor. Write a meeting script for discussing cash flow problems with a small business client, including causes, solutions, and cash management strategies. |
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