Beginner
New staff onboarding plan for accounting/audit (30-60-90)
Creates a 30-60-90 day onboarding plan with learning goals, shadowing, and deliverables. Useful for managers bringing new hires up to speed quickly.
Create a 30-60-90 day onboarding plan for a {role} joining {team_name}.
Inputs:
- Role level (associate/senior/manager): {role_level}
- Tools used (ERP, audit software): {tools}
- Key processes the role supports: {processes}
- Upcoming deadlines/busy season timing: {deadlines}
- Team standards (workpapers, communication): {standards}
Output:
1) 30-60-90 plan with goals, trainings, and measurable deliverables.
2) Shadowing schedule and suggested mentors.
3) Checklist of access/setup tasks.
4) Evaluation checkpoints and feedback prompts.
Make it realistic and role-appropriate.Related Prompts
Practice Management
BeginnerClient Email: Overdue Invoice Follow-Up
Generates a professional follow-up email for overdue client invoices. Adjustable tone.
ChatGPT-4oClaude Sonnet 4.5Gemini 2.5 Pro
0
0
6
Practice Management
BeginnerClient kickoff agenda and meeting notes template (accounting services)
Creates a kickoff agenda and a structured notes template tailored to accounting engagements. Useful for setting expectations, capturing requirements, and reducing follow-up cycles.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2
Practice Management
BeginnerClient deliverable cover note (what changed, how to read, next actions)
Creates a cover note to accompany financial statements or reports, explaining key changes and recommended actions. Useful for advisory-style communication.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2