YourAIKit

Niche starter

Accountant & Bookkeeper Kit

A starter kit of six workflows for a bookkeeping practice. It drafts the client email, the close narrative, and suggested categories. It does not prepare a return or tell you what is deductible.

For Bookkeepers and accountants who want the monthly close and the client email, not tax opinions.

Bookkeeping workflow only. Not tax advice. Suggested categories are for your review, or your client's bookkeeper, before anyone files anything.

What ships in the ZIP

  • Claude skill A SKILL.md folder with an install note for Claude.
  • Custom GPT instructions The instruction set and setup steps for a custom GPT.
  • Copy-paste prompt A plain prompt for Claude, ChatGPT, or Cursor.

Every item includes a worked example: a sample input and the kind of output to expect. Install notes for the Claude skill are in the ZIP, so this page does not freeze a file path that will go stale.

Items

  1. Expense Categorizer

    The same job as the small-business categorizer. A CSV becomes suggested categories. Not tax advice.

  2. Missing-Document Request

    A clear email asking the client for the specific documents that are still open.

  3. Monthly Close Narrative

    Adapted from the monthly business review. Numbers the client pasted become a plain-language close note.

  4. Bookkeeping SOP Writer

    Adapted from the SOP writer. A voice note about a close step becomes a procedure the next person can follow.

  5. Software and Vendor Comparison

    Adapted from the vendor comparison agent. Side-by-side notes on tools you are considering, plus questions to ask.

  6. Client Status Update

    Adapted from the status update writer. Where the books stand this week, in the client's language.

YourAIKit products are workflow tools. They are not legal, tax, or financial advice. Sold as a kit. Individual items are not separate products in v1.

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