Accountant Prompts

{ "prompt": { "prompt": "Analyze the financial statements of [Company Name] including: 1) Income Statement analysis with vertical and horizontal analysis, 2) Balance Sheet review with ratio calculations, 3) Cash Flow Statement evaluation, 4) Identification of key trends and anomalies, 5) Comparison with industry benchmarks, 6) Identification of potential accounting policy issues, 7) Recommendations for improvements. Present findings in a professional report format with executive summary.", "role": "certified public accountant", "department": "accounting and auditing", "task": "Prepare financial statement analysis report", "task_description": "As an accountant, your task is to analyze financial statements to identify trends, potential issues, and opportunities for improvement. The analysis should follow GAAP/IFRS standards and provide actionable insights for management.", "rules": { "1": "Use only verified financial data", "2": "Apply standard accounting principles", "3": "Clearly identify any assumptions", "4": "Highlight material findings", "5": "Provide specific recommendations" }, "key_references": { "1": "Generally Accepted Accounting Principles (GAAP)", "2": "International Financial Reporting Standards (IFRS)", "3": "AICPA Professional Standards", "4": "Industry-specific accounting guidelines" } } }

"Create a detailed tax preparation checklist for [Type of Tax Return] including: 1. Required documents (W-2s, 1099s, etc.) 2. Income items to report (wages, interest, dividends, etc.) 3. Deductible expenses (by category) 4. Tax credits potentially available 5. Important deadlines 6. Common mistakes to avoid 7. Recent tax law changes affecting this return 8. Supporting documentation needed 9. Estimated tax payment requirements 10. Filing options (e-file, paper, extensions) Include both business and personal tax considerations as applicable."

"Explain how to properly record the following accounting transaction: [Describe Transaction]. Include: 1. Correct journal entry (debits and credits) 2. Supporting documentation required 3. Accounting standards that apply (GAAP/IFRS) 4. Impact on financial statements 5. Potential audit considerations 6. Tax implications 7. Common mistakes to avoid 8. Internal controls to implement 9. Disclosure requirements 10. Subsequent measurement considerations Provide both the technical accounting treatment and practical implementation guidance."

"Create a comprehensive budget preparation template for [Organization Type] including: 1. Revenue projections (by source) 2. Expense categories (fixed and variable) 3. Capital expenditure planning 4. Departmental budget allocations 5. Historical comparison 6. Variance analysis from previous budget 7. Key assumptions documentation 8. Contingency planning 9. Performance metrics 10. Approval workflow Format as both narrative guidance and Excel template with formulas for automatic calculations."

"Prepare a detailed audit preparation checklist including: 1. Required financial documents 2. Supporting schedules needed 3. Key accounting policies to document 4. Internal control documentation 5. Prior year audit issues to address 6. Management representation letter items 7. Auditor information requests 8. Timeline for preparation 9. Departmental responsibilities 10. Common audit findings to prevent Include both financial statement audit and tax audit considerations. Organize by audit phase (planning, fieldwork, reporting)."