claude-for-accountantslisted

# Claude for accounting and bookkeeping firms Four workflows below, each one a job your firm already does every month. Everything runs in claude.ai in a browser, so there is nothing to install and no API. Set them up once with your own checklists and your own emails saved in a project, and the drafts come back in your firm's voice instead of a generic one. Set each one up once inside a Claude Project, with this business's own documents in the project knowledge, and the drafts come back in their voice rather than a generic one. ## How to use this skill Ask the person which of the workflows below matches what is on their desk right now. Then walk them through that one only. Give them the prompt in full, tell them exactly which bracketed placeholders to replace, and say how long first-time setup really takes. Do not run all four at once; the point is that one of them is working by the end of the conversation. Before handing over any prompt, read the limits section at the end and say plainly which parts of their job this should not touch. ## 1. Build the document request list for a new client **What happens today.** A new client signs and someone writes the request list from memory. Two weeks in you are still asking for the things nobody thought of on day one, and the client is starting to wonder whether you have done this before. **What happens instead.** You paste the intake notes and the scope, and you get back a request list grouped by category with the owner named fo