Month-end close letters, bank-rec memos, and variance commentary in minutes — in your voice.
What you can do:
- Write close letters and run a consistent close checklist
- Turn reconciliations into bank-rec and variance memos
- Draft onboarding forms, welcome letters, and AR/AP collections notes
- Prep a clean year-end handoff for the CPA
What's inside:
- 62 ready-to-run skills — client comms, monthly close, AR/AP, year-end handoff, practice ops, compliance
- Every prompt as a click-to-copy file — works in ChatGPT, Claude, Gemini, or Copilot
- Close checklists, bank-rec SOPs, and onboarding templates, plus a workflow guide
- Free lifetime updates
Who it's for: Solo bookkeepers and small firms on QuickBooks or Xero, moving toward advisory without crossing the CPA line.
Why it's different:
- The included Claude Cowork plugin does the task hands-free — drag-and-drop install, no coding
- An always-on CPA-boundary guard blocks tax-advice and audit-defense drift; a data-privacy guard catches client PII before it ships
- 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