Bookkeeping and Finance Prompt Pack

Most owners don't hate numbers. They hate not knowing what the numbers mean. Use AI as your finance translator: explain your P&L, spot problems early and walk into your accountant's office prepared.

What's inside

• 18 prompts across five areas: understanding where you stand, spotting problems, planning ahead, bookkeeping help, and talking to accountants and lenders
• Prompts for cash vs profit, expense reviews, late payers, runway, scenarios and "can I afford it?"
• Three safety rules for finance prompts, including how to keep AI from inventing numbers
• A monthly money hour checklist

Why it works

AI explains the numbers and your spreadsheet holds them. You get the insight without trusting a chatbot with your math.

Format: PDF plus editable Word file. 5 pages. Educational; not a substitute for a qualified accountant.