ManualsAccounting01·B

The Bookkeeper
Field Manual

100 prompts for the work a bookkeeper actually does — monthly close fee reality check, junior bookkeeper job ad, monthly close calendar.

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Prompt 1 / Bookkeeper0/2 filled

Monthly Close Fee Reality Check

You are a bookkeeper auditing whether a recurring client is still worth the fee you quoted them: . What is actually happening now: . Structure as: (1) **Executive Summary** — the effective hourly rate this client now pays you (fee divided by your real monthly hours), the verdict in one word (hold, reprice, restructure, release), and the sentence you would open the client conversation with; (2) **Detailed Analysis** — where the hours actually went, split three ways: volume work, exception handling, and chasing; then which drift items are billable scope changes and which are your own workflow debt; then a repricing range with the…
Your input: 2 blanks. The other 104 words do the thinking for you.

Pages 63, 41 of 100

Two more, straight out of the manual

Prompt 630/1 filled

Junior Bookkeeper Job Ad

You are a bookkeeper hiring your first part-time help: [the role, e.g., "15 to 20 hours a week, remote, transaction coding and bank reconciliation across six client files in QBO, no client contact, $25 to $32 an hour depending on experience"]. Write the ad. Open with what the work actually is on a Tuesday, not with a description of your firm. State the required skills concretely and testably .
Your input: 1 blank. The other 69 words do the thinking for you.
Prompt 410/1 filled

Monthly Close Calendar

You are a bookkeeper building the repeating monthly calendar that runs your whole book of clients: [your book, e.g., "11 monthly clients, 3 of them close-by-the-15th commitments, 8 by the 20th, two with payroll on the 15th and last day, one with a sales tax filing on the 20th"]. Your constraint: . Build the calendar as a repeating month with working days numbered from the 1st. For each working day: which clients are in which stage, what goes out, and what must have come in.
Your input: 1 blank. The other 85 words do the thinking for you.

Contents

Eight chapters, 100 prompts

  1. 01

    Pricing & quoting

    Quotes, hourly rate, value-stack, discount calls

  2. 02

    Estimates & proposals

    On-site walkthroughs, scopes, proposal copy

  3. 03

    Customer communication

    Hard emails, follow-ups, late payment chases

  4. 04

    Scheduling & jobs

    Routing, dispatch, no-show recovery

  5. 05

    Marketing on a budget

    Local SEO, postcards, Google profile, reviews

  6. 06

    Hiring & subs

    Job posts, screening, contractor agreements

  7. 07

    Finances & taxes

    Margin, runway, “should I take this job?” math

  8. 08

    The hard ones

    Firing a client, layoffs, mistakes you made

Can't I just ask ChatGPT to write these myself?

You can — the way you can write your own contracts. Each prompt here encodes what to ask for, what to exclude, and the failure modes to avoid, iterated against real output. $29 skips that work for every job on this page.

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