Cross-checked two years of records and found roughly $6,000 in missed deductions.
Try it · based on the source's workflow
Cross-check my books for [year]: compare deposits in [accounting software] against [payment records] and my tax folder [folder]. Flag deposits that are not income, hours worked but never invoiced (check [time tracker or contracts]), and deductible expenses I may have missed, each with the record it came from. Do not change or file anything: give me a findings list with amounts and evidence so my accountant and I can verify.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
Flagged charges across her cards, drafted the cancellations, $700 back on day one.
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Audit my recurring charges across [the cards and accounts I give you access to]. List every subscription: name, amount, frequency, last charge, and total spent this year. Ask me which ones I still use, then draft cancellation emails or step-by-step cancellation instructions for the rest. Do not cancel anything until I confirm the list.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
An agent searched state records and found $730 in old store credit in six minutes.
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Search for unclaimed money owed to me. Check the unclaimed property database for [state] and any other states I have lived in: [list]. Search under my name [full legal name] and these variations: [previous names, initials, old addresses]. Report every match with the holder, the amount if shown, and exactly what documents I need to file the claim. Do not submit anything with my personal documents: prepare the checklist and I will file.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
Search, ID proof, signed forms: the whole filing, done by a messaging agent.
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Search [state] unclaimed property for money owed to [full legal name], including past addresses: [list]. For each match, tell me the holder, amount, and claim requirements. Then prepare the full claim for my review: the form filled from the details I provide, and the ID and proof documents listed in order. Stop before submitting: show me the complete package and I will approve the filing myself.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
Client invoices take a third of the time, and money actions still need human approval.
Try it · based on the source's workflow
Create this invoice in [accounting tool]: client [name], for [service or product], amount [amount], due [date]. Pull the client's billing details from [contacts] and the tax rate from [rules]. Show me the finished invoice for confirmation before it is saved or sent. Then list every invoice currently overdue and draft a polite reminder for each, again for my approval before sending.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A simple system that flips the accounting formula so profit is taken first, not left over. Many owners credit this book with ending the profitable-on-paper, broke-in-the-bank trap.