ServiceStack AI for Bookkeepers: The Discovery-to-Month-End Kit

The 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.

Fill 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.

What's inside

• 12 fill-in prompts, one per page, each with when to use it, what you get back and a tip:
  • Discovery Inquiry Reply and Pre-Call Questions
  • Discovery Call Notes to Client Scope Summary
  • Cleanup Quote Plus Monthly Retainer Proposal
  • Engagement Letter Summary and Welcome
  • Document and Access Request List
  • Cleanup Progress Update
  • Uncategorized Transaction Question List
  • Missing Receipt and Statement Chase
  • Month-End Report Summary in Plain English
  • Out-of-Scope Request and Change Order
  • Annual Fee Review and Price Increase Notice
  • Year-End and 1099 Season Prep Message
• 2 fill-in checklists: New Client Onboarding Checklist and Month-End Close Checklist.
• A step-by-step routine and a workflow map.
• 3 follow-up emails: welcome, first reports, check-in.
• Monthly Package Pricing by Transaction Volume Calculator + Price & Profit Calculator (.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).

Details

• Digital download: one zip with the kit PDF (22 pages, US Letter), an editable DOCX and the .xlsx. Nothing is shipped.
• Works with ChatGPT, Claude or Gemini, free or paid.

AI 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.

Want help with the rest of your business? The ServiceStack AI Toolkit ($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.

Questions before you buy? Email support@getservicestackai.com.