Accountants AI Prompts › Business advisers
Free copy-paste library
Advisory work is as much about the words as the numbers: agendas that keep a meeting focused, recommendations written clearly, action plans the client can actually follow, and plain updates that keep everyone aligned. That is the kind of drafting AI can help with, so you spend less time shaping the message and more time on the judgment behind it.
The short version: pick a prompt below, paste it into any capable AI assistant (ChatGPT, Copilot, Gemini or Claude — the free tiers are fine), swap the [bracketed] bits for the client's real details, read what comes back and edit it before it goes out. That's the whole workflow — no new software, no setup.
One rule runs through all of these: AI drafts the words, the advice is yours. It never makes the recommendation, sets the strategy, or signs off the outcome — those stay with you. The prompts are written to keep you as the final reviewer, because the judgement and the client relationship are yours, not the tool's.
Before an advisory meeting, you often have notes, numbers and questions that need turning into something the client can follow. AI is useful for shaping that material into a clean agenda, a short prep brief, or a focused list of questions — without changing your judgement.
Create a clear agenda for an advisory meeting with [client name] on [date]. Use these points I want to cover: [paste your topics and any timings]. Turn them into a logical order with short headings, keep it practical, and include space for decisions, questions and next steps. Make it easy for a client to skim before the meeting.
Write a concise prep brief for an advisory meeting from these client figures and notes: [paste the numbers, trends and any context]. Summarise what stands out, what seems stable, what may need attention, and what I should ask about in the meeting. Do not make recommendations or draw conclusions beyond what is supported by the information I provide.
Tip: give the AI only reconciled or otherwise checked figures, plus the context you want reflected. It should shape the brief, not interpret the data independently.
Based on this client situation: [describe the business, issue or decision], generate a list of smart questions I can ask in the advisory meeting. Group them under short headings if helpful, keep them open enough to encourage discussion, and avoid sounding interrogatory. The goal is to uncover context, priorities and constraints, not to give advice in the questions themselves.
Rewrite this rough meeting outline into client-friendly language: [paste the rough outline]. Make it sound professional and approachable, keep each item short, and end with a simple note that the purpose is to talk through options and agree next steps. No jargon, and don't add new topics.
When you've already reached a conclusion, AI can help turn it into a clear report, an options summary or a plain write-up that explains the trade-offs. The professional judgement stays with you; the tool just helps you present it cleanly.
Draft a short advisory report for [client name] based on this recommendation I have already made: [state the recommendation]. Use these supporting points: [paste the facts, observations and reasons]. Structure it with a plain-language summary, the recommendation, why I am suggesting it, and the main next steps. Keep the tone professional and calm, and do not invent analysis I have not given you.
Turn these notes into a clear options summary for a client: [paste your notes]. Present each option with a short description, the main benefits, the main trade-offs, and any practical points to consider. Keep it neutral and easy to compare. Don't choose an option for me — just lay them out clearly.
Write a plain-English explanation of this recommendation: [paste the recommendation]. Include what the recommendation is, why it makes sense in this client's situation, and the main trade-offs or downsides the client should understand. Keep it honest and balanced, and make it sound like something I would say in a meeting or report.
Recast this technical note into clear client-facing language: [paste the note]. Keep the substance the same, explain any specialist terms in plain English, and keep the focus on the practical impact for the business. Do not add advice or conclusions beyond what is already in the note.
Advisory work often ends with a conversation about goals, actions and who is doing what next. These prompts help turn a meeting discussion into a clean recap the client can follow, without losing the practical detail.
Turn this meeting discussion into a concise goals-and-actions recap for [client name]: [paste your notes or transcript]. Pull out the main goals we discussed, the actions agreed, who is responsible for each action, and any dates or follow-up points. Keep it clear, structured and easy to send after the meeting.
Write a plain summary of this action plan for a client: [paste the action plan]. Use short paragraphs or bullet points, explain the purpose of each action in simple terms, and keep the tone encouraging. Do not change the actions or invent new deadlines.
Draft a friendly check-in message to [client name] about the actions we agreed on [date]. The actions are: [list them]. Ask for a brief update on progress, offer help if anything is blocking them, and keep the message short and supportive.
Summarise the client's goals from these notes in a way I can paste into a follow-up email: [paste the notes]. Keep it in the client's own language where possible, make the priorities clear, and end with a simple line about the next meeting or check-in.
Benchmarking and performance reviews are useful, but only if the explanation is clear. AI can help turn comparison data into a readable narrative that shows how the client sits against the benchmark and what that may mean in practice.
Write up this benchmarking comparison in plain English: [paste the client's figures and the benchmark data]. Explain where the client is above, below or close to the benchmark, note any useful patterns, and keep the tone objective. Don't tell the client what it means beyond the data — just present the comparison clearly.
Explain this benchmark position to a client in a simple, conversational way: [paste the benchmark result and the relevant context]. Keep it non-technical, say what is stronger and what is weaker compared with the benchmark, and mention any caveats that matter. Make it easy to understand without overselling the result.
Turn these performance review notes into a smooth narrative for the client file: [paste your review notes]. Cover what improved, what stayed flat, what declined, and the main reasons I have identified. Keep it factual, professional and readable, with no extra conclusions.
Tip: keep the benchmark or review notes visible while you draft, so you can check the wording still matches the data you analysed.
Create a short meeting-ready summary of these performance points: [paste the figures and observations]. I want the main takeaways, one or two questions to raise, and a neutral line on what to watch next period. Keep it concise and suitable for speaking through with a client.
Once the meeting is over, the work becomes follow-up: a warm note, a tidy recap, or a summary of a long email thread so nothing gets lost. These are the small tasks AI can draft quickly and consistently.
Write a warm follow-up email to [client name] after our advisory meeting on [date]. Thank them for their time, briefly restate the main topic we discussed, list the actions we agreed, and say when I will next be in touch. Friendly, professional and concise.
Summarise this long email thread so I can see the key points quickly: [paste the thread]. Give me the current status, the main points agreed, anything still unresolved, and any action I need to take next. Do not add anything that is not in the thread.
Turn these advisory notes into a tidy recap for the file or client email: [paste your notes]. Organise them under short headings such as topic discussed, key points, decisions, and next steps. Keep the wording plain, accurate and easy to scan.
Write a short internal note from these meeting notes: [paste the notes]. I need it to capture the decision, why it was made, what I need to remember next time, and anything that should be chased. Keep it brief and practical, like a note to my future self or the team file.
Any capable general assistant works for the drafting and summarising tasks on this page — ChatGPT, Microsoft Copilot, Google Gemini or Claude. The free tiers are enough to try every prompt here. The important part is your process: the tool drafts the words, and you stay responsible for the advice and the final check.
No — and you should not let it. A general AI assistant cannot replace your judgement, read the client's full situation, or decide what recommendation is right. Use it for the wording around the work: agendas, report drafts, action-plan recaps and follow-ups. The advice itself stays with you.
Treat any AI tool like any external service and follow your own confidentiality obligations. Keep sensitive identifiers out of the prompt — use the [bracketed] placeholders and only add the context the draft needs. If you're handling confidential information, check how the tool stores and uses data before you rely on it.
Always. Everything on this page is a first draft, not a finished client document. Read every line, correct anything that is off, and make sure the recommendation, numbers and wording match your judgment before it is sent. AI drafts; a person remains responsible.
These prompts are the manual version — copy, paste, edit, send. They work, and for many advisers that's enough. But if you find yourself repeating the same meeting prep, follow-up and recap work every week, that is the sort of drafting that can live quietly inside the tools you already use, with a person still reviewing before anything goes out.
That's what SG1 Consulting builds with The Everything — and there's a free 22-page playbook that shows exactly how a firm puts it to work.