Run the Shop
Bookkeeper / Accounting
8 copy-paste workflows for the bookkeeper / accounting desk. Each one is a prompt you can use today.
- 30 min per week Write a cash flow summary for the owner Cash flow summary for the owner Copilot · ChatGPT · GeminiOpen →
- 20 min per pay period Write a commission or spiff calculation memo Commission and spiff calculation memo Copilot · ChatGPT · GeminiOpen →
- 45 min per batch Summarize job costing Job costing summary Copilot · ChatGPT · GeminiOpen →
- 1 hr once Run a month-end close checklist Month-end close checklist Copilot · ChatGPT · GeminiOpen →
- 1 hr once Build a past-due collections sequence Past-due collections sequence Copilot · ChatGPT · GeminiOpen →
- 1 hr once Set QuickBooks categorization rules QuickBooks categorization rules Copilot · ChatGPT · GeminiOpen →
- 45 min per period Reconcile sales tax and permit fees Sales tax and permit fee reconciliation Copilot · ChatGPT · GeminiOpen →
- 15 min per dispute Dispute a vendor invoice Vendor invoice dispute Copilot · ChatGPT · GeminiOpen →