The Working Paper. phronisi.app

Free Resource · A CPA who actually builds AI

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.

What's inside — it's genuinely useful
01

The 4-question confidentiality pre-flight

The ten-second check that keeps client data — and your licence — safe before any AI task.

02

10 copy-paste prompts for finance work

Lender narratives, variance commentary, transaction anomaly flags, CRA-notice translation, tiered pricing, forecast stress-tests, and more.

03

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.

Send me the Starter Kit

Free, straight to your inbox.

Enter your email below. You'll get the Starter Kit in your welcome email, plus The Working Paper — a daily, skimmable read for finance professionals.

No spam. No selling your address. Unsubscribe in one click.

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, 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.

A CPA who has both signed the statements and built the machine.

Want help putting this to work in your practice? That's what I do at Phronisi.

© Arthur Kostaras / Phronisi · phronisi.app
Shared free with attribution. General guidance, not professional, legal, or tax advice. CASL-compliant: every email includes a working unsubscribe link and our contact details.