Accountant + Bookkeeper Pack
AI workflow pack for solo and small-firm accountants and bookkeepers — client intake, monthly close summaries, advisory comms, engagement letter clauses, and AR follow-up.
AI workflow pack for solo and small-firm accountants and bookkeepers — client intake, monthly close summaries, advisory comms, engagement letter clauses, and AR follow-up. Built to keep the audit trail clean and the client comms calm.
What's inside
Files you'll receive
Every kit ships with the four standard formats — SKILL.md, an optimization pack, a Custom GPT prompt, and a per-platform quick start — plus the reference docs specific to this kit.
- · SKILL.md
- · custom-gpt-instructions.md
- · memory.md
- · optimization-pack.md
- · quick-start.md
- · reference-workflows.md
$14
One-time, lifetime access. Download instantly after checkout.
Tools we recommend with this kit.
Hand-picked companions to the kit's workflow. Lumenari customers tend to use these alongside the prompts inside.
- Cursor
The IDE built for pairing with AI. Lumenari kits drop into Cursor as project rules and instantly upgrade its output.
- Notion AI
Notion with AI baked into every page. Great for storing Lumenari prompts as a team knowledge base.
- Perplexity Pro
AI-native research assistant with sources. The fastest way to validate a prompt's assumptions before you ship.
Disclosure: we may earn a commission from links in this section. We only recommend tools we use ourselves.