AI + QuickBooks: The Financial Clarity Prompt Pack | BAMPT
Free Resource — Financial Clarity Prompt Pack

AI +
QuickBooks.
Finally.

Most service business owners set up QuickBooks once, never touched the defaults, and have been living with books that were never built to answer anything useful. These prompts fix that.

Part 1  Setup + Organize Part 2  Read + Decide — Coming Soon Free  No download required
Part 01 — Setup + Organize

Build Books That
Answer Your Questions

Copy each prompt directly into Claude. Replace the bracketed fields with your business details. Work through them in order for best results.

Prompt 01
Build Your Chart of Accounts

Start here. Your Chart of Accounts is the foundation. It must be ready to give you real answers. These prompts get you there.

I run a [type] service business. My main revenue streams are [X, Y, Z]. Ask me clarifying questions, then build me a QuickBooks Chart of Accounts that separates my income and expenses in a way that will show me clearly whether each part of my business is profitable.
Prompt 02
Clean Up What's Already There

If your books are already set up, but you aren't getting the answers you need, start here to sharpen them

Here is my current QuickBooks Chart of Accounts. I run a [type] service business. Tell me what is redundant, what is missing, and what I should rename or consolidate to make my reports clear and useful. Explain your reasoning.
Prompt 03
Fix Your Categories

Correct categories are what make your reports trustworthy. Run this on your last 90 days before doing anything else.

Here are transactions from my last 90 days. Based on my Chart of Accounts, suggest the correct category for each one. Flag anything that looks like it could be in the wrong place and explain why it matters.
Prompt 04
Create a Process That Stays Clean

The setup only works if someone maintains it. Use this to create a guide your bookkeeper, VA, or team member can follow every month without you managing it.

Based on this Chart of Accounts, write a simple monthly bookkeeping guide for my [bookkeeper / VA / team member]. Include how to handle recurring expenses, what to flag for my review, and how to close out the month so the books are ready for me to read.
Part 02 — Read + Decide

Your Books Are Ready.
Now What Do They Say?

Part 2 is about using AI to interpret your reports, diagnose cash flow, understand what is most profitable, and turn last month into next month's decisions.

01 Get a plain English summary of your P&L
02 Diagnose why cash is low despite strong revenue
03 Find out which services are most profitable
04 Turn last month's numbers into next month's decisions

Enter your email below and we will send Part 2 the moment it drops. It publishes next week.