In the Lab
I Started Asking AI to Ask Me Questions, and the Work Got Easier
I've started ending my prompts with "ask me clarifying questions first." Two minutes of questions saves twenty of rework.
The Playbook
From Preparer to Reviewer: A Simple Framework for Building Claude & Codex SKILL.MD Files That Actually Work
Most skill.md files I've seen (including my early attempts) are mediocre. The difference between a skill you abandon after two runs and one you rely on every month comes down to how you build it. Here's the framework I use.
The Playbook
Claude & Codex Skills (SKILL.MD) for Dummies: the Finance & Accounting Edition
Skills (SKILL.md files) turn one-off prompts into reusable workflows that follow your standards every time. Here's what they are, what they look like, and why finance professionals should pay attention.
The Playbook
How I Save Hours Creating and Editing Slide Decks with AI
Slides are the worst part of finance reporting. Not because they're hard, but because they're tedious. Here's the workflow that changed how I build board decks.
The Playbook
How I Make Interactive Dashboards and Mini Apps in 15 minutes as an Accountant
I got a stomach bug EXACTLY when it was month-end. I was out two days hating life, then came back to a day and change of prep for our exec meeting. Instead of fluffing around with Excel, I built two working mini apps in Claude in 15 minutes. Here's how, and when to use them versus Excel.
In the Lab
Which AI Actually Reads Your Handwriting? I Tested Gemini, Claude and ChatGPT
I had handwritten strategy notes that needed to become a real document. Rather than retyping everything, I tested Gemini, ChatGPT and Claude with the same prompt. Here's what happened
The Playbook
Understand Projects and Stop Wasting Time with AI
You're opening a new chat, uploading the same files, writing the same context paragraph for the third time. The thing that fixed it was Projects.
Ledger & Logic
An accountant figuring out AI - tool by tool, workflow by workflow.