Prompt 1 of 3
P&L Export to Client Summary
The Situation
You just exported the Profit & Loss from QBO or Xero. It's accurate, but your client will not read a spreadsheet. You need a summary that says what happened in the business this month, not what the ledger says.
Before You Paste
Revenue and expense totals, net profit, and the two or three line items that moved the most compared to last month.
The Prompt
Write a plain-English monthly summary for a client based on this Profit & Loss data. Total revenue: [$X]. Total expenses: [$X]. Net profit: [$X]. Biggest changes vs last month: [LIST]. Format: 3 short paragraphs, no accounting jargon, end with one clear takeaway about the health of the business. Client name: [NAME].
What to Check Before You Send
| ✓ | Every number pulled straight from the export, not estimated |
| ✓ | No jargon left unexplained (COGS, accrual, etc.) |
| ✓ | The takeaway is specific to this client's numbers, not generic |
| ✓ | You're responsible for reviewing this before sending |
Prompt 2 of 3
Cash Flow Conversation Starter
The Situation
You have a cash flow snapshot in front of you. Normally you'd just report it. This time you want it to open an actual conversation about the client's runway, not just get filed away.
Before You Paste
Cash in, cash out, and ending balance for the period, plus anything upcoming that will affect it: a large invoice, a slow season, a planned purchase.
The Prompt
Turn this cash flow snapshot into a short message that opens a conversation with a client, not just reports numbers. Cash in: [$X]. Cash out: [$X]. Ending balance: [$X]. Upcoming factor: [NOTE]. End with one open question that invites the client to talk through a decision with me. Tone: advisor, not clerk. Client name: [NAME].
What to Check Before You Send
| ✓ | The closing question is genuinely open, not rhetorical |
| ✓ | Framed as a conversation, not a monthly report |
| ✓ | The upcoming factor is something the client can actually act on |
| ✓ | You're responsible for reviewing this before sending |
Prompt 3 of 3
Balance Sheet Client Conversation
The Situation
Your client's balance sheet is even harder to parse than their P&L. Assets, liabilities, and equity mean nothing to them without context. You need to turn it into something they can actually use in a decision.
Before You Paste
Total assets, total liabilities, equity, and the one line item that changed the most since last period.
The Prompt
Explain this balance sheet to a client in plain English. Total assets: [$X]. Total liabilities: [$X]. Equity: [$X]. Biggest change since last period: [NOTE]. Explain what this means for the health of the business in 3 sentences or less, then suggest one question the client should be asking themselves right now. Client name: [NAME].
What to Check Before You Send
| ✓ | Explanation stays in plain English, no balance sheet jargon |
| ✓ | The suggested question is decision-relevant, not generic |
| ✓ | Numbers match the source exactly |
| ✓ | You're responsible for reviewing this before sending |
