Free · The Working Paper
Use AI in your practice — without breaching the CPA Code.
Get the confidentiality checklist I run before I paste anything into an AI tool, plus the 10 prompts I actually use on real engagements — each with the step that keeps the output defensible.
From Arthur Kostaras, CPA — a CPA who actually builds AI. Free, no fluff, unsubscribe anytime.
What's inside (it's genuinely useful)
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The 4-question confidentiality pre-flight
The ten-second check that keeps client data — and your licence — safe before any AI task.
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10 copy-paste prompts for finance work
Lender narratives, variance commentary, transaction anomaly flags, CRA-notice translation, tiered pricing, forecast stress-tests, and more.
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A "verify before you send" note on every prompt
Because the prompt is the easy part — the professional judgment on the output is the job.
Quick questions
Is it really free?Yes. No payment, no trial. The kit is yours to keep and share with attribution.
Is the advice safe for a CPA to follow?The whole point of the kit is doing this responsibly — it leads with confidentiality and your obligations under the CPA Code. It's general guidance, not a substitute for your own professional judgment or your firm's policies.
Will you spam me?No. You'll get the kit and the daily newsletter, which is built on a fixed rotation so it's easy to skim or skip. One-click unsubscribe, always.
Who's behind this?Arthur Kostaras, CPA, who builds AI tools for finance work and writes The Working Paper. He also runs Phronisi, an AI consultancy for finance professionals.