Turn that shoebox of receipts into tidy books this week.

5 copy-paste prompts

1. Sort my expenses

Sort these expenses into simple bookkeeping categories
(like supplies, software, fuel, meals, advertising). Show a
table with date, vendor, amount and category. If you aren't
sure about one, mark it [ASK MY ACCOUNTANT] instead of
guessing. Don't give tax advice.
Expenses: [PASTE, NO CARD NUMBERS]

2. Explain a term

Explain [ACCOUNTS RECEIVABLE / CASH VS ACCRUAL / 1099 /
RECONCILE] in plain English, like you're talking to a friend
who runs a [TYPE OF BUSINESS]. Use one tiny everyday example
from that kind of business. Keep it to 5 sentences.

3. Invoice reminder

Write a friendly reminder for invoice #[NUMBER] for [$],
due [DATE], to [CLIENT]. Version 1: a polite, warm nudge.
Version 2: firm but kind, for when it's 30 days late.
Keep both short enough to read on a phone.

4. Accountant prep list

I run a [TYPE] business as a [SOLE PROP / LLC]. Make me a
checklist of the documents to gather and the questions to
ask my accountant or tax preparer this year. Don't tell me
what to deduct; just list what I should ask about.

5. Monthly money check

Here are my monthly totals: income [$], expenses by
category [PASTE]. Compare them to last month [PASTE] and
tell me in plain words what went up, what went down, and
3 questions worth asking myself or my bookkeeper.