{"product_id":"bookkeepers","title":"ServiceStack AI for Bookkeepers: The Discovery-to-Month-End Kit","description":"\u003cp\u003e\u003cstrong\u003eThe Discovery-to-Month-End Kit for Bookkeepers: fill-in AI prompts, checklists and a step-by-step routine for freelance bookkeepers and small bookkeeping firms, from the discovery call and cleanup quote to the monthly close and the annual fee review.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eFill in the [BRACKETS] with your details, paste into ChatGPT, Claude or Gemini, and get a draft that fits your engagement. You review it and send it yourself.\u003c\/p\u003e\n\u003ch3\u003eWhat's inside\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003e12 fill-in prompts\u003c\/strong\u003e, one per page, each with when to use it, what you get back and a tip:\n    \u003cul\u003e\n      \u003cli\u003eDiscovery Inquiry Reply and Pre-Call Questions\u003c\/li\u003e\n      \u003cli\u003eDiscovery Call Notes to Client Scope Summary\u003c\/li\u003e\n      \u003cli\u003eCleanup Quote Plus Monthly Retainer Proposal\u003c\/li\u003e\n      \u003cli\u003eEngagement Letter Summary and Welcome\u003c\/li\u003e\n      \u003cli\u003eDocument and Access Request List\u003c\/li\u003e\n      \u003cli\u003eCleanup Progress Update\u003c\/li\u003e\n      \u003cli\u003eUncategorized Transaction Question List\u003c\/li\u003e\n      \u003cli\u003eMissing Receipt and Statement Chase\u003c\/li\u003e\n      \u003cli\u003eMonth-End Report Summary in Plain English\u003c\/li\u003e\n      \u003cli\u003eOut-of-Scope Request and Change Order\u003c\/li\u003e\n      \u003cli\u003eAnnual Fee Review and Price Increase Notice\u003c\/li\u003e\n      \u003cli\u003eYear-End and 1099 Season Prep Message\u003c\/li\u003e\n    \u003c\/ul\u003e\n  \u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003e2 fill-in checklists\u003c\/strong\u003e: New Client Onboarding Checklist and Month-End Close Checklist.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eA step-by-step routine\u003c\/strong\u003e and a workflow map.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003e3 follow-up emails\u003c\/strong\u003e: welcome, first reports, check-in.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eMonthly Package Pricing by Transaction Volume Calculator + Price \u0026amp; Profit Calculator\u003c\/strong\u003e (.xlsx with working formulas: prices a monthly bookkeeping package from transaction volume, accounts, payroll and catch-up work, and shows your effective hourly rate, plus the line-item price calculator; blank, EXAMPLE and How It Works tabs).\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eDetails\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eDigital download: one zip with the kit PDF (22 pages, US Letter), an editable DOCX and the .xlsx. Nothing is shipped.\u003c\/li\u003e\n\u003cli\u003eWorks with ChatGPT, Claude or Gemini, free or paid.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cem\u003eAI drafts can contain mistakes, so check every price, date and term before you send anything. Not legal, tax or professional advice. This kit does not give tax or legal advice; follow your engagement letter's scope, refer tax questions to the client's tax professional, and never paste full account numbers or client SSNs into any chat or online tool.\u003c\/em\u003e\u003c\/p\u003e\n\u003cp\u003eWant help with the rest of your business? The \u003ca href=\"https:\/\/getservicestackai.com\/products\/servicestack-ai-toolkit\"\u003eServiceStack AI Toolkit\u003c\/a\u003e ($67) has 80 fill-in AI prompts in 12 categories, 25 templates, 39 swipe files and 25 SOPs, with a 5-day money-back guarantee.\u003c\/p\u003e\n\u003cp\u003eQuestions before you buy? Email \u003ca href=\"mailto:support@getservicestackai.com\"\u003esupport@getservicestackai.com\u003c\/a\u003e.\u003c\/p\u003e","brand":"ServiceStack AI","offers":[{"title":"Default Title","offer_id":67672299045027,"sku":null,"price":29.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0763\/4832\/6051\/files\/Bookkeeper_Discovery-to-Month-End_cover_2000x2000_46a0a69d-fef4-4ddf-b18a-c32dac87acd3.png?v=1791912091","url":"https:\/\/getservicestackai.com\/products\/bookkeepers","provider":"ServiceStack AI","version":"1.0","type":"link"}