Task |
Suggested Prompt |
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”. |
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
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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. |
Profitability Ratios
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Calculate Gross Margin Ratio, Net Profit Margin Ratio, Return on Asset Ratio, Return on Equity Ratio for <2025 financial year>. Show in a table. Include columns for: implications for a small <client’s industry> business, formula with component values. Include a conclusion on financial health and any relevant recommended actions.
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Profitability Ratio - Trends
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Compare Gross Margin Ratio, Net Profit Margin Ratio, Return on Asset Ratio, Return on Equity Ratio between <2025 financial year> and <2024 financial year>.
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Liquidity Ratios
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Calculate Current Ratio, Quick Ratio, Cash Ratio, Operating Cash Flow Ratio, Days Working Capital Ratio for <2025 financial year>. Show in a table. Include columns for: implications for a small <client’s industry> business, formula with component values. Include a conclusion on financial health and any relevant recommended actions.
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Liquidity Ratios - Trends
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Compare Current Ratio, Quick Ratio, Cash Ratio, Operating Cash Flow Ratio, Days Working Capital Ratio between <2025 financial year> and <2024 financial year>.
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Leverage Ratios
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Calculate Debt Ratio, Debt To Equity Ratio, Interest Coverage Ratio, Debt Service Coverage Ratio for <2025 financial year>. Show in a table. Include columns for: implications for a small <client’s industry> business, formula with component values. Include a conclusion on financial health and any relevant recommended actions.
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Leverage Ratios - Trends
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Compare Debt Ratio, Debt To Equity Ratio, Interest Coverage Ratio, Debt Service Coverage Ratio between <2025 financial year> and <2024 financial year>.
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Efficiency Ratios
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Calculate Asset Turnover Ratio, Inventory Turnover Ratio, Account Receivable Ratio, Days Sales In Inventory Ratio for <2025 financial year>. Show in a table. Include columns for: implications for a small <client’s industry> business, formula with component values. Include a conclusion on financial health and any relevant recommended actions.
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Efficiency Ratios - Trends
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Compare Asset Turnover Ratio, Inventory Turnover Ratio, Account Receivable Ratio, Days Sales In Inventory Ratio between <2025 financial year> and <2024 financial year>.
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Revenue improvement strategies |
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> |
Revenue diversification plan |
Write me a revenue diversification plan for a <client’s industry> |
Profit margins & top costs summary & recommendations |
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 & Net Profit Margins for <Apr 2025>.
List the top 3 Direct Costs and top 5 Expenses, and calculate their % of Revenue. Summarize into an executive summary + action points to improve Gross Profit and Net Profit Margins for inclusion in their <monthly> report.
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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>.
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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>.
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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
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