Free guides
AI guides for bookkeepers, accountants & tax pros
Each guide follows the same pattern: the problem, the AI solution, and what you check. Written by Tymone 'Ty' Green, MBA.
AI prompts for bookkeepers: 7 parts of a prompt that works
The 7 parts of an AI prompt that gets useful bookkeeping output: role, boundaries, neutral language, inputs, logic, output and safety. With a fictional example.
Read the guide →How to explain a P&L to a client in plain English (with an AI prompt)
A simple way to explain a Profit and Loss report to a small-business client in plain English, plus a neutral AI prompt and a review checklist. Fictional sample.
Read the guide →Month-end close checklist for bookkeepers
A practical month-end close checklist for bookkeepers, plus where AI can help draft and organize — and the review steps that stay with you.
Read the guide →Can AI do bookkeeping? What it can and can't do safely
An honest look at what AI can and can't do safely in bookkeeping today: drafting, organizing and flagging — with the professional stays in control.
Read the guide →How to clean up a messy QuickBooks Online chart of accounts with AI
A step-by-step way to use AI to plan a QuickBooks Online chart of accounts cleanup: export, group, flag duplicates, then review and change it yourself. Fictional data.
Read the guide →Vague vs. clear: how to ask ChatGPT accounting questions
Side-by-side examples of vague and clear ChatGPT prompts for accounting questions, why the clear version works, and what to check in the answer.
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