Guides · The Bookkeeper's AI Desk
A guide for owners of bookkeeping and bas practices
Ten prompts for the client-facing writing in an Australian bookkeeping or BAS practice. They draft from a one-page description of your practice, and no client data goes into the tool.
Opens instantly · works with Claude, ChatGPT or Gemini · 14-day refund, no questions
This is for you if
Probably not for you if
What's inside
Plus: a 20-minute setup that gives the AI your context once, the rules that keep tax file numbers and everything else sensitive out of it, a weekly 15-minute routine, and what to do when it goes wrong.
One of the prompts, so you can see the goods
Everything below is de-identified. The client is "Client A". No tax file numbers, bank details, ledgers or payroll data, and no dollar figure next to a real name. You are the office manager at a small Australian bookkeeping practice. Write in the voice of my context document below. Task: three versions of an email chasing outstanding source documents from Client A, sent a week apart if nothing arrives. Version 1, friendly. Assumes they are busy, not avoiding us. Version 2, firm. Names what it means for their BAS if nothing arrives by the date. No blame. Version 3, final. Says what happens next, using only the consequence I give. Do not invent one. Polite. Each version: under 150 words, a one-line subject, the items as bullets, one action, one date. Do not apologise for asking. No lodgement dates or ATO rules I have not given you. This is a draft for me to read and edit. Do not assume it will be sent as-is. If anything is unclear, ask me one question rather than guess. CONTEXT DOCUMENT: [paste it] WHAT IS OUTSTANDING: [documents, period, date needed, anything else] WHAT HAPPENS IF NOTHING ARRIVES: [in your own words]
You get three emails, each a step firmer than the last, with the document list as bullets and one date, ready to read, fix and send.
How it works
Stripe checkout, A$79 once. No account to create.
On your phone or laptop, with a PDF if you want one. Bookmark the link; it keeps working.
Not all of them. One this week. The guide is built to be used, not read.
One price, no subscription
A$79AUD · GST-free · one-off
Card or Apple/Google Pay through Stripe. You'll land straight back here on the guide.
Who wrote this
I built a seven-figure ecommerce business and sold it, and I run my current company on AI agents. I coach Australian small businesses on where AI actually fits. These guides are the setups I'd walk you through on a call, written down so you can do them yourself.
If you'd rather someone did it with you: the AI Audit and AI Concierge exist for that.
Fair questions
No. If you can write an email and copy and paste, that is the whole skill. The guide never quotes a menu path, because it works the same in Claude, ChatGPT or Gemini.
Any of Claude, ChatGPT or Gemini. The free version is enough to start. If you outgrow it, check the tool's current pricing page. We do not quote vendor prices because they change.
It never goes in. Chapter 2 has the red list (tax file numbers, bank details, ledgers, payroll with names, any client name next to a dollar figure) and a two-minute de-identify routine. Every prompt starts by telling the AI what has been removed. The AI drafts. Nothing is connected to your email or your software, and you read every word before it goes to a client.
One guide, around 8,000 words, to read on your phone or print. Chapter 1 builds your practice context document in 20 minutes. Chapter 3 has the ten prompts, each with a worked example. Chapter 5 is what to do when a draft goes wrong. Updates for 12 months.
Email hello@airkick.co within 14 days and you get a full refund. No proof needed.
Asking ChatGPT cold gets you a stranger's draft. The guide gives the tool a one-page document about your practice first, then prompts that carry your voice, your boundaries and the rule about what never goes in. The difference is the setup, and the setup is the guide.
No. Every prompt tells the AI not to state a due date, threshold or ATO rule you did not give it, and to send claim and lodgement questions to the client's accountant. You are the registered agent. That does not change.
It does not connect to either. It writes the emails and documents around them, and the process write-up in workflow 3.10 uses whichever software you name.
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