Finance · Ledger Camp
Accountant
Client files and firm playbooks. No hosted fallback.
Returns are not a commons.
01
Engagement letters in the firm’s voice
Draft the letter you always send. Teach it the paragraphs you already use.
Stays off the model. Client names stay in the practice system, not the trainer.
02
Receipt and expense classification
A private inbox of receipts. Categories that match your chart of accounts.
Stays off the model. Images and TINs stay on this machine.
03
Month-end narrative
Budget vs actual in language a client will read.
Stays off the model. The workbook stays in the vault.
04
Organizers and 1099 checklists
The same list, every January, without retyping it.
Stays off the model. SSNs and EINs never go to ChatGPT.
05
Cash and savings plans for a small client
A 90-day cash plan from their file — on your disk.
Stays off the model. The file does not leave the firm.
06
Bookkeeping playbooks
How this firm closes the books. Staff can ask the playbook, not a vendor.
Stays off the model. Client data is not in the playbook.
07
Workpaper explanations
Why this adjustment. In the reviewer’s voice.
Stays off the model. Workpapers stay in the binder.
08
Ask the client’s own packet
Point the model at one folder. Answer only from those pages.
Stays off the model. The packet is local. No hosted RAG.
09
Collections and reminder notes
Firm, polite, yours.
Stays off the model. Aging reports stay in the practice software.
10
Staff training without client files
Teach the method on made-up numbers.
Stays off the model. Live returns are not training data.