Course overview
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Priya's Thursday, two ways

8 lessons · 24 prompts

A day in the life of a Bookkeeper: what changes with these prompts.

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Priya is a bookkeeper at a small landscaping company.

Priya starts Thursday with a stack of receipts from three landscaping crews. She opens ChatGPT and uses the recording daily transactions lesson to sort a $48 fuel receipt, a $126 hardware store charge, and a $300 mulch delivery into the right accounts. She reads the coding choices, fixes one, and saves the entries.

Next, she works on bank reconciliation. The bank shows a $75 check that is not in the ledger. Priya uses the bank reconciliation help prompt to list possible causes and draft a short note for the owner. She finds the missing check number and marks it as outstanding.

After lunch, she uses the accounts receivable lesson in Claude to write a gentle reminder for a customer whose invoice is 30 days past due. She also uses the expense tracking prompt in Gemini to flag a $210 restaurant charge that does not fit the company policy. She sends the reminder and leaves a note for the owner.

By 3 p.m., Priya has finished the entries, the reconciliation, and the client note. She uses the extra hour to call two new clients and tidy next week's schedule. The work still needs her eye, but the drafts are done.

Before

  • Receipts pile up by midmorning
  • Reconciliation takes longer than it should
  • Client emails wait until late afternoon
  • Month-end feels like a scramble

After this course

  • Entries are sorted before lunch
  • Reconciliation notes are ready to review
  • Client reminders go out on time
  • Month-end close feels calm and planned

What you'll learn

  • Daily entries: Categorize transactions and draft journal entries with clear explanations.
  • Bank reconciliation: Find mismatches and write plain-language reconciliation summaries.
  • Accounts payable: Draft vendor emails and organize invoice details for clean entry.
  • Accounts receivable: Write overdue reminders and propose payment plans to customers.
  • Expense policies: Build category guides and flag expenses that need a closer look.
  • Payroll records: Check payroll registers and explain deductions to employees.
  • Client reports: Turn financial statements into plain English for clients.
  • Month-end close: Draft adjusting entries and build a close checklist.

How this course works

  1. 8 lessonsOne task of your job each, from recording daily transactions to general ledger and month-end close.
  2. Ready-to-paste promptsCopy, fill in the parts in {{brackets}}, paste into ChatGPT, Claude or Gemini.
  3. Tick and completeTick the prompts you tried and mark each lesson complete.
  4. Get certifiedFinish and keep the prompts as your own library.