Advisory Assistant prompts

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

Updated: 22 Dec 2023


The Aider Advisory Assistant can help you save time in many ways when providing services to your clients. But it needs to be told what to consider when generating the answer or sample client communication.

Include these information in your “prompts” (instructions) to get better answers:

  • Context and goal of your request or question.
  • Scope - what is the text output that you want and in what format.

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

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 or Bard.

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
  • turn on Balance Sheet
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
  • turn on Balance Sheet
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
  • turn on Balance Sheet

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
  • turn on Profit & Loss
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
  • turn on Balance Sheet, Profit & Loss, Profitability Insights
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
  • turn on Profit & Loss
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
  • turn on Profit & Loss
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
  • turn on Profit & Loss
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
  • turn on Profit & Loss