A self-scoring workbook for small business owners. Twenty honest

questions, one clear score, and a plain-English picture of whether

your books are ready to hand to your CPA.

You did not start your business to become an accountant. These fifty prompts

turn AI into the business-savvy partner, for help with setting pricing,

getting paid, understanding your numbers, and getting your evenings back.

Stop prompting like you are typing into a search bar. Fifty prompts, written and

tested for the actual work of a bookkeeping practice, so the AI gives you

something you can send, not something you have to rewrite.

The Basic Bookkeeping package is ideal for small businesses that need reliable monthly bookkeeping and clear financial reporting.

Services Included

• Transaction categorization to ensure accurate financial records

• Bank and credit card reconciliations completed each month

• Monthly bookkeeping review to verify accuracy

• Chart of accounts setup and cleanup for organized reporting

• QuickBooks rules setup and maintenance to streamline bookkeeping processes

Monthly Financial Statements

Each month you will receive professionally prepared financial reports including:

• Profit and Loss Statement

• Balance Sheet

• Cash Flow Statement

Additional Support

• Month-end close of all accounts

• Email support for bookkeeping-related questions

The Summit package is designed for growing businesses that need more hands-on financial management, including help with invoices, vendor payments, and deeper financial reporting.

This package includes everything in Basecamp, plus the following services:

• Accounts Payable Management

  • Entering vendor bills

  • Tracking payment due dates

  • Scheduling vendor payments

• Accounts Receivable Management

  • Creating and sending invoices

  • Tracking incoming payments

  • Applying payments to customer accounts

• Financial Planning & Reporting

  • Budget preparation

  • Budget vs actual analysis

  • Custom management reports

  • Class or department tracking (if applicable)

• Additional Support

  • One monthly review call (30 minutes)

  • Priority email support

The Peak Advisory package provides comprehensive financial management and strategic insight for businesses that want deeper financial planning and operational support.

This package includes everything in Basecamp and Summit, plus the following services:

Financial Forecasting

• Cash flow forecasting with a 3–6 month rolling forecast

  Inventory Management

• Inventory tracking and management within QuickBooks Online

  Payroll Processing

  Payroll is processed directly through QuickBooks Online Payroll and includes:

• Payroll runs

• Direct deposit setup and management

• Payroll journal entries

• Payroll tax filings within QuickBooks

• W-2 and 1099 processing

  Vendor Compliance

• 1099 vendor tracking

  Year-End Preparation

• Year-end bookkeeping preparation for your tax professional

  Strategic Financial Support

• Monthly financial strategy call (60 minutes)

• Quarterly financial review

  Additional Support

• Priority support for bookkeeping questions and requests