You know AI could save you hours. You do not have time to figure out what to type. These 150 prompts are written for the work accountants and controllers actually do.
Instant download after purchase. Secure checkout through Gumroad.
Organized the way your month actually runs, from reconciling items to the board package. Delivered as a 28-page PDF guide and a searchable Excel library.
The words in brackets are what you fill in. Everything else is ready to paste into ChatGPT, Claude, Copilot, or Gemini.
I am reconciling [account name] for [month]. The general ledger balance is [amount] and the subledger or bank balance is [amount]. Here are the open reconciling items: [paste list with amounts and dates]. Group them by type, flag any item older than 60 days, and list the follow-up question I should ask for each.
Our auditor issued this finding: [paste]. Draft a management response that acknowledges the issue, explains the root cause in one sentence, lists corrective actions with owners and dates, and stays factual without being defensive.
Help me write a one-page business case for an AI tool for the finance team. Cost: [amount per user per year] for [number] users. Expected time saved: [hours per week per person] on [tasks]. Fully loaded hourly cost: [amount]. Show annual value, payback period, risks, and how we will measure results at 30, 60, and 90 days.
AI drafts. You decide. The guide walks you through a five-point review for every answer before it reaches a workpaper or a client. CHECK is a widely used community memory aid.
Written by a CPA with more than 40 years in finance, not by a prompt engineer.
Any of the major ones: ChatGPT, Claude, Microsoft Copilot, and Google Gemini. Use whichever tool your firm or company has approved.
Only if your tool is approved for confidential data and your engagement terms allow it. The guide includes plain data protection rules, and many prompts show you how to work with sample figures instead of real ones.
No. If you can copy, paste, and replace a word in brackets, you can use every prompt in the pack.
No. The prompts help you draft and organize work faster. You stay the professional, and the guide reminds you to confirm any standard, rule, or citation against the authoritative source.
The license covers individual use, and you may share individual prompts with your immediate team. For a team or firm license, email info@jonesi.us.
Download it today and put it to work this week.
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Prove what your AI training and tools actually return, in numbers a CFO will accept. Excel measurement tool, leadership handbook, and five fillable worksheets.
Both toolkits together. Measure what AI returns and do the work faster, for less than buying them separately.