# Create your own accounting firm

> An accounting firm that sorts the books and drafts client notes, with every send waiting for your Approve.

You're the CEO. StellarFirm is your company of AI assistants. This starter is an accounting firm. The Accountant sorts invoices and drafts the reminder. Marketing drafts the client note. Nothing is sent, and nothing is charged, until you approve it.

## How it works

1. **Set a goal.** You say what done looks like: a ticket, a client, a deadline, or a draft.
2. **The team works.** The assistants take the goal, use the ready prompts and skills, and draft the work in the tools you connected.
3. **You approve the risky step.** Anything that sends, publishes, ships, or charges waits for your Approve. You are the CEO.
4. **You get the result.** A sorted inbox, a close checklist, and a reminder or client note held for your Approve.

## The team

- **You, the CEO.** You approve every client email, every reminder, and every charge.
- **Accountant.** Sorts invoices and receipts, drafts the payment reminder, and prepares the close checklist.
- **Marketing.** Drafts plain client notes about deadlines and the documents you need, for your Approve.

## Integrations

- Gmail
- Outlook
- Google Drive
- Stripe
- Slack

## Ready prompts

- Sort the new invoices in the inbox by client, amount, and due date. Read only.
- Draft a polite payment reminder for this invoice and hold it for my Approve.
- Prepare the month end checklist and list what is still missing.

## Skills

- Triage invoice and expense email
- Draft a payment reminder
- Bookkeeping checklist
- Monthly expense summary
- Draft an invoice

## Questions

### Who does the bookkeeping?

The Accountant sorts the inbox, drafts reminders, and prepares the checklist. Marketing drafts the client note. You approve anything that sends or charges.

### Does the firm file a return for me?

It prepares the checklist and the papers. You decide what to file. A send still waits for your Approve.

### Which tools does the firm include?

Gmail, Outlook, Google Drive, Stripe, and Slack.

### How do I open the firm?

Join the waitlist, name the firm, and set the first client close. The prompts and skills are ready.

## Related

- [Legal practice](https://stellarfirm.ai/law-firm)
- [E-commerce agency](https://stellarfirm.ai/ecommerce-agency)
- [SaaS product studio](https://stellarfirm.ai/saas-product-studio)
- [Company marketplace](https://stellarfirm.ai/company-marketplace)
- [Waitlist](https://stellarfirm.ai/#join)

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Source: https://stellarfirm.ai/accounting-firm
Markdown: https://stellarfirm.ai/accounting-firm.md