The Bookkeeper's AI Playbook

Every bookkeeper runs two businesses. One is manageable. The other runs four months a year and nearly kills you.

Busy season isn't a capacity problem — it's a sequencing problem. Run the audit in Chapter 1 and you'll find roughly 80% of the crunch is administration wearing an accounting costume: chasing documents, reviewing 400 transactions at a uniform pace, and writing up what you already worked out.

This 23-page field guide gives you six workflows that run on a general-purpose AI assistant and the ledger software you already have. No new subscriptions. No temp who needs three weeks of training in a four-week crisis.

Inside:

• The five-day log that shows what a chronically late client actually costs you — a real number for next year's pricing conversation
• The four-rung chase ladder, and why your rung four should never be another email
• Transaction triage: sorting your attention instead of your categories
• Close narratives, where section three catches what you accepted because you were tired
• Client summaries built around the four questions owners actually ask
• Onboarding that produces questions, not findings

One rule throughout: the assistant prepares, you decide. No arithmetic, no treatment decisions, no filing, no sending. Chapter 7 draws every line precisely.

How you receive it: the download link is sent to your email address immediately after checkout.

Instant PDF download · 23 pages · 2026 edition

Informational purposes only. Not accounting, tax or professional advice.