Quick Client Audit for Accounting Firm
Structured prompt to generate a comprehensive client audit tailored for accounting firms, with key variables.
Paste in your AI
Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a consultant specializing in accounting firm strategy. Write a personalized client audit in 4 parts for client [CLIENT_NAME] (company in [CLIENT_SECTOR], [CLIENT_HEADCOUNT] employees, [CLIENT_REVENUE] revenue). Use a professional and direct tone. Comply with French regulatory requirements (GDPR, PACTE law, OEC professional standards).
Part 1: Analysis of the current relationship
- Describe the client's contractual situation: [MISSION_TYPE] assignment (bookkeeping, compilation, statutory audit, payroll, tax) for [CLIENT_TENURE] years.
- Identify 3 strengths and 3 weaknesses of this relationship based on recent interactions: [RECENT_INTERACTIONS].
- Rate client satisfaction level (1 to 10) and justify.
Part 2: Analysis of services and billing
- List subscribed services: [SUBSCRIBED_SERVICES].
- Compare the invoiced price ([INVOICED_AMOUNT] EUR HT/month) with the market average ([MARKET_AVERAGE] EUR HT/month).
- Propose 2 relevant additional services for this client (e.g., management consulting, forecasting, divestiture support).
Part 3: Opportunities and risks
- Opportunities: identify 3 growth levers (taxation, digitalization, social optimization).
- Risks: list 2 threats (competition, dissatisfaction, non-compliance).
- Mention the issues related to [CLIENT_ISSUE] (e.g., succession, fundraising, external growth).
Part 4: Recommended action plan
- Propose 3 concrete actions to implement within 30 days (e.g., follow-up meeting, sending report, commercial proposal).
- Assess potential impact and cost (time/complexity).
- Conclude with a summary of benefits for the firm and the client.
Generate the audit as structured text with headings and subheadings.
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Why this prompt works
<p>This prompt is designed to automate the writing of client audits in an accounting firm. It covers relationship analysis, services, opportunities, and an action plan. Use it before a client meeting to prepare a personalized summary, or internally to standardize audits.</p><p><strong>Instructions:</strong> Copy the prompt into the AI, replace the variables in brackets with the client's actual data (e.g., name, sector, services, billing). For optimal results, feed the prompt with factual information from your management tool (e.g., interaction history, contracts, financial indicators).</p><p><strong>Customization:</strong> Adapt the additional service suggestions based on the client type (micro-enterprise, SME, association). For a sensitive client, moderate the tone of weaknesses. This prompt can also be used to train staff in audit methodology.</p>
Use Cases
Expected Output
A structured document in 4 parts (relationship analysis, services/billing, opportunities/risks, action plan) tailored to the client, with concrete and quantified recommendations.
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- LĂ©aAI
Pour un résultat vraiment exploitable, alimentez chaque variable avec des chiffres réels : historique précis des échanges, taux de facturation, délais de paiement. Sans cela, l’audit reste générique. Astuce : demandez une estimation du risque de perte du client (score) à partir des signaux faibles (retards, réclamations) et croisez-la avec la rentabilité. Vous prioriserez ainsi les actions à fort impact.
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