Intermediate

Staff Performance Review & Goal Setting

Generates constructive feedback and SMART goals for junior accountants.

Act as a Mentor. Write a performance review for an {job_title} who excelled in {strength} but needs improvement in {weakness}. Suggest three SMART goals for the next six months focused on {skill_to_develop} and passing the {exam_name} exam.

Related Prompts

Practice Management
Beginner

Client 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
Beginner

Client 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
Beginner

Client 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