The Bookkeeper and Accountant/CPA packs together — 122 agentic AI skills for month-end close, reconciliations, tax season, and a clean books-to-tax handoff.
30-day money-back guarantee · keep everything you downloaded
See what it makes
/financial-summary does exactly that.
That's 1 of 122 skills across the Bookkeeper and Accountant packs — close, reconciliations, tax letters, IRS responses.
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:
What's inside:
Who it's for: The practice that spends more time explaining the numbers than producing them.
Why it's different:
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
Yes. Every prompt ships as a click-to-copy file that works in any AI chat — ChatGPT, Claude, Gemini, or Copilot. The included Claude Cowork plugin is the hands-free upgrade for Claude's desktop app.
Drag one zip into Cowork's plugin screen — about 5 minutes, no coding. An illustrated START-HERE guide and a narrated setup video walk you through it, and the click-to-copy prompts work with zero setup.
No. Pay once, own it forever — and every future update to this toolkit is free.
Every purchase comes with a 30-day money-back guarantee. If it doesn't save you time, get a full refund — no questions asked.