All guides
Two libraries, both written from real work: one for tax and accounting firms, one on using AI in a small business.
Tax & accounting firms
Practical guides for small tax, bookkeeping and accounting firms: client onboarding, collecting documents, tax-season planning, pricing, tools and AI.
AI for business
How small businesses actually use AI: everyday uses by business type, ready-to-copy prompts, automations that save hours, and how to use it safely.
Latest
AI for business30 AI prompts for accountants and bookkeepers (copy and paste)
Thirty tested ChatGPT, Claude and Grok prompts for accountants and bookkeepers: client emails, onboarding, reviews, marketing and admin, with safety rules.
AI for businessChatGPT vs Claude vs Grok vs Copilot: which AI should a small business use?
A plain comparison of ChatGPT, Claude, Grok and Microsoft Copilot for small business: what each does best, business plan prices, privacy and how to choose.
AI for business10 practical ways a small business can use AI this week (with prompts)
Ten everyday jobs AI already does well for a small business, each with a prompt you can copy and the one rule that keeps client data safe.
Tax & accounting firmsHow to onboard a new tax or bookkeeping client: a 10-step checklist
The ten steps from "yes, let’s work together" to a first month that closes on time: what to collect at each step and the mistakes to avoid.
Tax & accounting firmsHow to stop chasing clients for documents every month
A simple monthly system for small bookkeeping firms: one request list, one tracker, a fixed reminder rhythm and a message you can send in ten seconds.
Tax & accounting firmsTax season checklist for small accounting firms: a month-by-month plan
A month-by-month tax season plan for small firms: what to set up in autumn, what to request in winter, and how to get through peak weeks without chaos.