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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**