Books + Tax AI Kit — 122 Bookkeeper + Accountant AI Prompts

For the firm that does both the books and the tax work — close the month, then explain it to clients and the IRS. What you can do: Draft month-end summaries, variance commentary, and the "why is overhead up" email Run monthly close, reconciliations, and client comms Write tax letters, IRS notice responses, and planning memos Stay on the right side of the CPA line, in your firm's voice What's inside: Two packs, 122 ready-to-run skills combined Bookkeeper pack — 62 skills: monthly close, reconciliations, client comms, plus a CPA-boundary guard Accountant pack — 60 skills: tax letters, IRS responses, planning memos, with citation safeguards Every prompt as a click-to-copy file — works in ChatGPT, Claude, Gemini, or Copilot Setup wizard, docs, and free lifetime updates on both Who it's for: The practice that spends more time explaining the numbers than producing them. Why it's different: Claude Cowork plugins do the task hands-free — drag-and-drop install, no coding Always-on compliance guards — CPA-boundary and citation — on every output One-time payment, no subscription — free updates for life One-time payment · instant download · free lifetime updates.30-day guarantee: if it doesn't save you real time in your first week, reply to your receipt and I'll refund you. — Alex Lowe, The AI Career Lab