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      Advisory Assistant prompts

      Prompts Cheat Sheet to help you get the most out of Aider's Advisory Assistant

      Updated: 10 Sep 2024

      i_Aider-AI-stars_24x24 AI prompt writing tips

      The Aider Advisory Assistant can help you save time in many ways when providing services to your clients. But it needs to be instructed on what to consider when generating the answer or sample client communication. Crafting effective prompts (instructions) is crucial for getting the most value from the Assistant. Here are some top tips on writing your own prompts:

      • Give Precise Details:
        Rather than vague requests, provide clear and specific instructions such as specific time periods and output preferences (e.g. March-August 2024, excel spreadsheet)
      • Break longer queries into smaller, clearer questions
        Focusing on one request at a time allows for more accurate and quicker responses
      • Set the Context:
        Explain your role, the AI's role, and your objective.
      • Request Multiple Options:
        Ask the AI to generate several different versions.
      • Refine Through Revisions:
        If the initial result needs improvement, modify the prompt and ask the AI for guidance on how to get the best answer from it.
      • Seek Explanations:
        Have the AI justify its responses and refer to specific sources so you can verify the accuracy.
      • Use AI for Editing:
        Have the AI review your writing, identify unclear areas, and make recommendations.Ask it for specific feedback based on current best practices.
      • Save Effective Prompts:
        Save successful prompts and summaries to easily reuse later.

      The key is clarity, iteration, and continuous refinement of your prompts to unlock generative AI's full potential.

      i_Aider-AI-stars_24x24 Useful AI prompt examples

      Here are some prompt examples that you can copy, paste, and customise (edit the context data highlighted in <bold text>).

      If you like the result, you can save the prompt to reuse with all of your clients.

      Help
      1. How to use the Advisory Assistant effectively
      Personalisation / Writing Style
      1. Rewrite content in my tone
      2. Rewrite content in clients language 
      Client Admin
      1. Sell bookkeeping service
      2. Client SLA for reconciling Xero
      3. Get client to confirm bank account amounts
      4. Collect bank account source documents from client.
      5. Get client to confirm loan account amounts
      		 Sales & Advisory Process
      1. Client sales proposal
      2. Client engagement letter
      3. Client goals template
      4. Client meeting & agenda
      5. Client meeting prep notes / client data summary
      6. Top expenses to improve client profitability
      7. Suggest strategies to improve client’s sales / revenue
      8. Suggest a revenue diversification plan for the client's industry
      9. Profit Margins and top Direct Costs and Expenses as % of Revenue
      10. Top 5 Direct Costs data table
      11. Top 5 OpEx data table
      12. Overdue Invoices data table

      Help

      Task Suggested Prompt Settings
      How to use the Advisory Assistant effectively

      I’m an accountant acting as an advisor to my small business clients. I’d like to use <ChatGPT> to help me prepare emails, proposals, financial reports and other tasks, but I don’t know how to use <ChatGPT> very well. Please would you suggest some prompts that I should be asking you in order to get the most from you. Consider the following categories:

      1. Preparing for client meetings to review their monthly performance
      2. Writing sales proposals
      3. Upselling the benefits of advisory services

      AI option: 

      • select the option that matches your prompt:
        ChatGPT 4 or Google Gemini.

      Personalisation / Writing Style

      Use these prompts after you have gotten the answers to other prompts. 

      Task Suggested Prompt Settings

      Rewrite content in my tone 

      		 Rewrite the above answer using my tone of voice. Example of my tone: <Hey Client name, How's it going? Let me know if you have any questions.
      Cheers>      		  

      Rewrite content in clients language 

      		 Simplify & rewrite the above answer in a style that a small business owner without a good understanding of accounting terminology can understand.  

      Client Admin

      Task Suggested Prompt Settings
      Sell bookkeeping service I am an accountant and my small business client does their own xero reconciliations. This has consistently been late and updated infrequently which reduces tax visibility and inhibits services for business improvement.
      I want to offer my small business client a bookkeeping service. Draft an email offering this service for an extra <$150 per month on top of their monthly fees>.      		  
      Client SLA for reconciling Xero I am an accountant and my small business client does their own Xero reconciliations. This has consistently been late and updated infrequently which reduces tax visibility and inhibits services for business improvement.
      I want my small business accounting client to reconcile their Xero file monthly and keep it up to date. Draft an email with a service level agreement for the client to reconcile their own accounts monthly and keep them up to date.      		  
      Get client to confirm bank account amounts I want my client to confirm their business bank account balances at the end of the <month / GST period / financial year>. Use the balance sheet data attached, draft an email with a list of their bank accounts: show the account name, Balance Sheet amount, and a blank space for them to input the actual <31 Mar 2024> closing bank balance.

      Data to include:

      • select the period you want
      Collect bank account source documents from client. I want my accounting client to send me documentation of their business bank account balances on the financial year’s end date. Draft an email, list all bank accounts from the attached Balance Sheet, add step by step instructions on how to log in to their online banking and take screenshots of the bank account balances on their phone or laptop.

      Data to include: 

      • select the financial year you want
      Get client to confirm loan account amounts I want my client to confirm their Loan account balances at the end of the <month / GST period / financial year>. Use the balance sheet data attached and the related non current liabilities, draft an email with a list of all their loan accounts: show the account name, Balance Sheet amount, and a blank space for them to input the actual <31 Mar 2024> closing loan balance.

      Data to include:

      • select the period you want

      Sales & Advisory Process

      Task Suggested Prompt  
      Client sales proposal I want my small business accounting client to understand that monthly reporting, taking & tracking actions to improve business performance can help them reach their long-term goals. Draft a sales proposal for a monthly advisory service that will include next step action suggestions to improve their business growth & profitability.  
      Client engagement letter I want my client to review, accept & sign an engagement letter for additional monthly advisory service. Draft a simple engagement letter, outline the regular tax & compliance services plus an additional monthly performance review call. Include the date, practice details & address at the bottom of the letter.  
      Client goals template I want my business advisory client to set future targets for the next 3 financial years. Create a table using the 2023 financial year values for Total Income, Gross Profit, Total Operating Expenses, & Net Profit; leave boxes for the next 3 years for the client to set their $ value goals. Add areas for entering: 1 Sales/marketing goals for next month, quarter, year; 2 Operational goals for next month, quarter, year; 3 Lifestyle goals they want their business to help them achieve – include example “e.g. Spend 25% less time working in 3 years”.

      Data to include: 

      • select last financial year
      Client meeting & agenda I want to discuss with my advisory client their small <client’s industry> business’ performance (revenue, pricing, profitability), income tax, GST payments, cashflow management & planning. Draft an email that helps them understand the importance of meeting about the business to help them improve their performance. Include a meeting agenda touching on the main topics.  

      Client meeting prep notes / client data summary

      		 I want to discuss with my advisory client the performance of their small <client’s country> business in <client’s industry>. Use the financials provided, draft a bullet pointed summary of less than <500> words that highlights any key variances in financial performances compared to last period & suggests 3 key actions I can recommend my client take to improve performance.

      Data to include: 

      • select the period you want
      Top expenses to improve client profitability I want my small business accounting client to take action to improve their Net Profit. What were the top 5 expense & related % changes that impacted Net Profit for the <2023> financial year?

      Data to include: 

      • select the period you want
      Suggest strategies to improve client’s sales / revenue I want my small business accounting client to take action to improve their sales revenue. What are 3 strategies to increase sales for the client in the <client’s industry>

      Data to include: 

      • select the period you want
      Suggest a revenue diversification plan for the client's industry Write me a revenue diversification plan for a <client’s industry>

      Data to include: 

      • select the period you want
      Profit Margins and top Direct Costs and Expenses as % of Revenue

      I am an Advisor to a small business client and I want to provide a client facing a summary of their performance for the period.

      Calculate the Gross Profit Margin for and also calculate the top 3 Direct Costs and their % of Revenue.
      Calculate the Net Profit Margin and also calculate the top 5 Expenses and their % of Revenue.

      Summarise the above calculations into an executive summary and include some bullet point actions to improve Gross Profit and Net Profit Margins to be included in their <monthly> report.

      Data to include: 

      • select the period you want
      Top 5 Direct Costs data table

      Create a table listing the top 5 direct costs in <Oct 2024>. For each, also show the <Sep 2024> subtotals and calculate the percentage change from <Sep to Oct>.

       
      Top 5 OpEx data table

      Create a table listing the top 5 operating expenses in <Oct 2024>. For each, also show the <Sep 2024> subtotals and calculate the percentage change from <Sep to Oct>.

       
      Overdue Invoices data table

      Create a table listing all invoices with authorised status. Omit any that has due date greater than yesterday (NZ timezone). For each matching invoice, show the contact name, invoice number, invoice date, due date, total amount, balance. For each calculate & show days overdue using formula today minus due date. Sort the table by days overdue (large to small). Include a bulleted summary above the table:  total amount, total outstanding balance, total number of invoices

       

      i_Aider-AI-stars_24x24 More useful resources

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      Generative AI for Accountants & Bookkeepers Facebook Group
      Join like-minded advisors, accountants, and bookkeepers to discuss your experiences, and share prompts that worked well in a community spreadsheet.
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      Aider Generative AI webinars and resources
      Learn from AI experts and tech-savvy advisors, accountants, and bookkeepers how they're using AI to enhance their practices. Download eBooks and other useful AI resources to help you integrate AI into your firm's process and procedures.