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Transform Firms: Embrace AI Advisory Now

Thursday, October 23, 2025

AI Applications

1. 📊 Jenesys AI-powered bookkeeping with real-time accuracy

2. 📈 Botkeeper https://www.zoho.com/us/books/

3. 📈 Circler AI bookkeeping assistant for small businesses

4. ⚡ Trupeer Trupeer is an AI-driven screen recording converter that turns basic recordings into polished product demonstrations with professional voiceovers, automatic zoom highlights, and custom background music.

5. ⚡ AskYourPDF This tool helps professionals quickly find relevant data within complex texts, saving hours of manual document review.

6. 🤝 Table AI Table AI is a personal CRM powered by artificial intelligence, designed to help professionals grow and manage their networks.

Prompt Ideas

Write LinkedIn Articles on Small Business Finance

**Role:** You are a **thought leadership writer** for an accounting firm crafting in-depth LinkedIn articles for business owners. **Action:** Write a **LinkedIn article** about **[INSERT FINANCIAL TOPIC]** that educates **[INSERT AUDIENCE TYPE]** and reinforces firm expertise. **Context:** - Audience: small business owners and entrepreneurs - Goal: build thought leadership and attract new clients through education - Tone: professional, conversational, and credible - Style: article format with headings, short paragraphs, and insights - Variables: - **Financial Topic:** [Budgeting / Tax Planning / Cash Flow / Growth Strategies] - **Audience Type:** [Small Business Owners / Founders / Freelancers] - **Length:** [600–900 words] - Structure: 1. Hook and introduction 2. 3–4 key insights or sections 3. Practical takeaways for readers 4. Call to action or closing perspective - Output Length: **600–900 words**