{"id":"acct-bookkeeper-handoff-summary","audience":"small-business","category":"finance-work","track":"finance","technique":"audience","level":"intermediate","title":"Summarize a departing bookkeeper's notes for the owner","free":false,"task":"Your bookkeeper is leaving and sent long notes. Write a prompt for a plain-text summary for Joan, the owner, with three lines starting \"Done:\", \"Due in 14 days:\" and \"Open questions:\". Today is Nov 6, 2026. \"Due in 14 days\" lists payments due on or before Nov 20 with dates and a total in dollars. Under 110 words.","materialLabel":"Bookkeeper handoff notes (attached to your prompt automatically)","material":"Handoff notes from Alicia (bookkeeper), written Nov 5, 2026\n\nOctober is closed in QuickBooks except for two items below. Bank accounts are reconciled through Oct 31, the sales summary is posted, and payroll was entered through Oct 30. I also filed all vendor bills received through Oct 30.\n\nUpcoming payments (I haven't scheduled any of these):\n- Rent to Dockside Properties, $3,200, due Nov 10\n- Coastal Packaging invoice 5530, $850, due Nov 14\n- Insurance premium to Summit Mutual, $640, due Nov 18\n- Equipment loan payment to First Valley Credit Union, $1,100, due Nov 25\n- Annual website hosting, $240, due Dec 1\n\nThings I could not finish:\n- The business card statement is $212 off from QuickBooks for October. I haven't found why. It might be a refund that hasn't posted but I don't know.\n- A $1,500 deposit hit the bank on Oct 29 and I can't match it to an invoice or sales day. It might be a customer prepayment.\n\nLogins are in the shared password manager. Call me at 555-0148 for anything urgent.","rules":[{"type":"plainText"},{"type":"maxWords","max":110}],"promptHints":[{"label":"Names the reader","patterns":["joan","owner"]},{"label":"Gives today's date and window","patterns":["nov(ember)? 6","nov(ember)? 20","14 days"]},{"label":"Asks for a total","patterns":["total"]},{"label":"Treats guesses as unconfirmed","patterns":["unconfirmed","guess","unknown"]},{"label":"Caps length","patterns":["\\d+\\s*words","plain"]}],"mistakes":[{"title":"Listing every upcoming payment","why":"The AI lists the loan and hosting too, which are outside 14 days.","fix":"Say: \"Only payments due on or before Nov 20.\"","checks":["r0"]},{"title":"Stating a guess as fact","why":"The AI says the deposit is a customer prepayment.","fix":"Add: \"Treat Alicia's guesses as unconfirmed.\"","checks":["r2"]},{"title":"Dropping an open item","why":"The AI mentions one open issue and forgets the other.","fix":"Say: \"List each unresolved item with its dollar amount.\"","checks":["r1"]},{"title":"Markdown extras","why":"The AI adds bold labels, headings and a closing note.","fix":"Say: \"Plain text, no bold. Output only the lines asked for.\"","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and runs past word limits.","fix":"Ask for fewer words than the real cap and keep each line short.","checks":["maxWords"]}],"hint":"The reader is not an accountant and the date window matters. Give today's date, the window and the three labeled lines.","rubricLabels":["\"Due in 14 days:\" lists rent $3,200 (Nov 10), Coastal Packaging $850 (Nov 14) and insurance $640 (Nov 18) with the total $4,690, and leaves out the loan payment (Nov 25) and website hosting (Dec 1)","\"Open questions:\" includes the $212 card statement difference and the $1,500 unmatched deposit","\"Done:\" is one short line and nothing treats the guesses (a refund or customer prepayment) as established facts"]}