Practical AI prompt packs for CPAs, bookkeepers, and solo professionals. Each guide is a single PDF — no subscription, no community gate, no upsell funnel. Works with Claude, ChatGPT, Gemini, or any modern AI tool. Built from real Palavir work, priced to ship.
Works with Claude, ChatGPT, Gemini, or any modern AI tool. Plus 3 boundaries and a PII redaction note.
Ready-to-paste AI prompts across 7 categories: invoice processing, client communication, financial analysis, tax prep, return review (8 deep prompts for solo tax preparers), business development, and training. Includes appendices on AI boundaries and safe PII handling. Workflow tooling, not tax advice.
Works with Claude, ChatGPT, Gemini, or any modern AI tool. For solo bookkeepers cleaning up 6-24 months of mess.
Built for the messy, high-margin catch-up engagement. 30 prompts across discovery & scoping, bank feed triage, categorization rules, reconciliation, client handoff, and pricing — plus the 3 boundaries and a PII redaction note. Workflow tooling, not tax or accounting advice.