The Prompt
Create a step by step bookkeeping catch up plan for [Business Name] whose books are behind by [time period]. Current situation: - Business type: [type] - Software used: [QuickBooks/Xero/other/none] - Period to catch up: [date range] - Estimated transactions: [volume] - Missing records: [describe what is missing] Catch up plan should include: 1. Priority order for catching up 2. Documents to gather first 3. Bank and credit card reconciliation process 4. How to handle missing receipts 5. Categorisation guidelines for transactions 6. Payroll catch up if needed 7. Sales tax reconciliation 8. Timeline with weekly milestones 9. Tools and software recommendations 10. Going forward — prevention system Format as actionable weekly plan Estimated completion time: [X weeks]
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How to Use This Prompt
- Click Copy Prompt above
- Open ChatGPT or Claude
- Paste the prompt and replace anything in [brackets] with your own details
- Press Enter and get your result instantly
Pro Tip
The more specific you are when replacing the [brackets], the better your result. For example instead of writing [Job Title] write "Senior Software Engineer with 5 years experience" — specificity is what separates a good AI response from a great one.
This prompt works best with ChatGPT . If you are not happy with the first result, try adding "make it more concise" or "give me 3 alternative versions" as a follow-up message.