THE EXACT PROMPTS I USE TO TURN A LOOM VIDEO INTO A POLISHED SOP IN MINUTES

FOR BOOKKEEPING AND ACCOUNTING FIRM OWNERS

Stop staring at a blank document wondering what to write.
Start talking. Let AI do the rest.

My exact prompt system that turns your Loom recording or interview answers into a polished, copy-paste-ready SOP without you writing a single step.

Built specifically for bookkeeping and accounting firm owners.

One Time Payment • Instant Access

You know you need SOPs.
You've known for a while now.

And you've tried.

You opened a Google Doc, typed a title, and then... stared at it for ten minutes before closing the tab

You recorded a 35-minute Loom explaining one process, then realized nobody's going to watch that

You asked ChatGPT to write an SOP and got back something so generic it could've been about any business on the planet

You told yourself you'd document everything "after busy season"... three busy seasons ago

You've got half-finished docs scattered across Google Drive, Notion, and a random Slack message you sent to yourself at 11pm a couple weeks ago.


The problem isn't that you're lazy.
The problem isn't that you don't want to do it.

The problem is you're staring at a blank page with zero structure and zero time.
Meanwhile, everything stays in your head.

Month-end close. Client onboarding. That one weird workaround for the client who insists on mailing paper checks in 2026.

YOU know how it all works. Your team? Not so much.

"Hey, how do I pull that sales report again?"

 "Do I send the P&L or just the balance sheet?"

"How are we downloading and saving client reports?"

 "Wait... how did we handle this last year?"

You've answered these questions before. Multiple times.

 But there's nowhere for your team to go except... YOU.

 So you type it out. AGAIN. Or hop on "a quick call." Or, let's be honest, just do it yourself because explaining it would take longer than the task.

That voice in the back of your head? "I really should have written this down by now."

 Sound familiar?

Here's the real issue:

You don't have an SOP problem.
You have a "getting it out of your head" problem.

 You know your processes cold. You could explain any of them in your sleep. The knowledge is there.

 But sitting down to write it all out in a clean, organized, usable format? With proper steps? That someone else can actually follow?

That feels like a whole project you don't have time for.

 So it stays in your head. And you stay the bottleneck.

What if you could just... talk?

Ramble into a Loom. Answer a few guided questions. And have AI turn that into a polished, structured, ready-to-use SOP — formatted exactly the way it needs to be.

 That's what this does.

INTRODUCING

The exact prompt system I built to get SOPs out of my head and into my system, without writing a single step manually.

Built for bookkeeping and accounting firm owners. (Works with ChatGPT, Claude, Gemini, or any AI tool you already use.)

Here's what you're getting:
The Video-to-SOP Prompt

Already have Loom recordings of yourself doing the work? Perfect. Paste the transcript into this prompt and watch AI turn your quick Loom ramble into a clean, step-by-step SOP with proper formatting, tool references, and all the details you glossed over because "everyone knows that part."

Spoiler: everyone does NOT know that part. That's why they keep asking you.

Available in Google Doc format and Notion — whichever you prefer.

The Interview-to-SOP Prompt

Don't have a video? No problem. This prompt interviews you (or a team member) by asking the exact right questions to pull the process out of your brain and then turns your answers into a polished, formatted SOP.

 You talk. AI organizes. You copy and paste the finished SOP into your system. DONE.

Available in Google Doc format and Notion — whichever you prefer.

Bite-Sized Video Walkthroughs with Alyssa

This isn't a "figure it out from the PDF" situation. You get short, no-fluff video tutorials walking you through exactly how to use each prompt, how to set up the templates, and how to get copy-paste-ready SOPs on your first try.

 Watch. Copy. Paste. Done. Set it up in a weekend. Seriously.

Massive, Detailed Prompts (Copy-Paste Ready)

These aren't those sad little one-liner prompts that give you generic garbage. These are detailed, tested, engineered prompts built specifically for bookkeeping and accounting firm processes.

They know to ask about your specific workflows — month-end close, payroll runs, client onboarding, reporting. They pull out the details that make SOPs actually usable, not just "technically documented."

BONUS: Organized AI Prompt Library

All of your AI prompts are organized and stored in a clean, searchable library, available in both Google Doc and Notion format, so you always know exactly where to find the right prompt when you need it.

Here's what this looks like in action:
Before:

You sit down to write an SOP. You open a blank doc. You stare. You type three bullet points. You get interrupted by a client email. You close the doc. You never come back.

Time spent: 45 minutes.
SOPs created: 0.

After:

You record a quick Loom (or answer a few questions). You paste it into the prompt. AI spits out a formatted, detailed SOP. You copy it into your system. You move on with your day.

Time spent: 7 minutes.
SOPs created: 1 really good one.

Now imagine doing that once a week.
In two months, you've got a library of SOPs.
In three months, your team stops asking you the same questions.

In six months? You take a Tuesday off and nobody notices.
Don't just take my word for it 
Hi, I'm Alyssa!

FOUNDER OF WORKFLOW QUEEN • SYSTEMS NERD • HELPING FIRM OWNERS SCALE & STEP BACK

I've built a bookkeeping and accounting firm that can run without me, which is how I'm preparing to take three full months off. Alaska. The Arctic Ocean. Completely unplugged. No laptop. No "just checking in real quick."

That doesn't happen because I documented countless SOPs scattered across Google Docs and Loom videos. It happens because I built a system that holds everything my team needs, without me being the one to explain it every time.

I've spent years helping over 11,000 bookkeeping and accounting firms since 2020 set up workflows that actually work. I'm the creator of multiple programs designed to help firm owners build systems, scale their teams, and remove themselves from the day-to-day. I also host the Conquering Workflows & Systems podcast, a top-ranked show for bookkeepers and accountants.

I'll be honest, I'm in a season where things aren't perfect. Some of my SOPs are solid, some need updating, and some don't exist yet. And that's okay. Because SOPs aren't about perfection. They're about reducing friction.

They're about not wasting brainpower on "what was that one tiny step I always forget?" and "how did I pull that report again?" and "which software does this live in?"

Those small moments add up. And when you document them, in a place your team can find the answers with ease, you get that brainpower back.

I refuse to be the walking, talking answer key in my own business. And you shouldn't have to be either.
"But Alyssa, it's just me.
I don't have a team yet."

I hear you. And I want you to hear me when I say this...

Document your processes NOW. While it's just you.

Because here's what's coming: your firm is going to grow. You're going to land a client that tips you over the edge, or hit a busy season that breaks you, and suddenly you need help right now.

So you hire someone. And then you're trying to train them while also doing all the work. Hopping on Zoom calls to explain things you've done a thousand times but never wrote down.

Answering the same questions on repeat while managing clients and putting out fires and wondering why hiring didn't make things easier.

 Ask me how I know. 

I've lived the scramble. The "I should have done this sooner." The late nights re-explaining things I could have documented months ago when I actually had time.

Learn from my growing pains.
Build the structure now and future you will be SO grateful.

Your first hire will actually help instead of creating more work.

One-time payment • Instant access • All prices in USD

BREAKTHROUGH STUDENTS: PUT YOUR WALLET AWAY.

You already have the AI SOP Creator AND The SOP Method inside your Breakthrough course portal right now. Do NOT buy this. Go use what you already have instead of buying it twice.

One more thing...
The AI SOP Creator gets SOPs out of your head. But where do they go?

Because here's what I've seen happen a hundred times: someone documents a bunch of beautiful SOPs... and then dumps them all into a random folder nobody looks at.

Six months later, they're outdated, buried, and useless.

 Creating SOPs is only half the battle.

You also need a system to organize, search, delegate, flag outdated ones, and actually get work off your plate using those SOPs.

That's exactly what The SOP Method does.

It's my complete methodology including the full SOP database, the delegation framework, the flagging system, the quarterly review process. This is the complete system that turns a pile of documents into a living system your team actually uses.

(You'll see a special offer to add this on at checkout. It's the best price I offer it at and the missing piece that makes everything click.)

Grab The AI SOP Creator

Instant access. No fluff. Watch, copy, paste, done.

Video-to-SOP Prompt (Google Doc + Notion version)

Interview-to-SOP Prompt (Google Doc + Notion version)

Bite-sized video walkthroughs with Alyssa for every piece

Massive, detailed prompts — tested and built for bookkeeping & accounting firms

Works with any AI tool — ChatGPT, Claude, Gemini, you name it

Set it up in a weekend. Use it forever.

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The SOP Method

The complete system behind the prompts

The AI SOP Creator gets your SOPs written. The SOP Method gives you the full system to organize, manage, delegate, and actually use them, without everything ending up in a Google Drive graveyard.

Alyssa's exact SOP Database (Notion + Google Sheets version)

The Complete SOP Template with one consistent structure for every SOP

The Delegation Method, actually get work OFF your plate for good

The SOP Flagging System so outdated docs get caught and updated

A completed example SOP so you see exactly how it all fits together

Video walkthroughs for every single piece

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    Got Questions? 

    You're either going to document your processes... or keep being the one who explains them.

    Every week you put this off is another week of answering the same questions, holding everything in your head, and being the bottleneck in your own firm.

    The AI SOP Creator gives you the fastest way to get it done.

    Talk. Paste. Copy. Done. Repeat.

    • What's the difference between this and The SOP Method?
      The AI SOP Creator helps you write SOPs fast. The SOP Method gives you the system to organize, manage, delegate, and maintain them. One creates the content, the other creates the infrastructure. They work best together, but the AI SOP Creator is a great place to start if you just need to get processes out of your head right now.
    • Do I need Notion?
      Nope. Everything comes with a Notion version AND a Google Doc version. Use whichever you're comfortable with. (Though fair warning — once you see the Notion templates in action, you might want to convert. No pressure. )
    • What AI tool do I need for this?
      Whatever you already use. ChatGPT, Claude, Gemini — the prompts work with any of them. You copy, you paste, you follow the steps. No special software required.
    • I'm not techy. Will I be able to figure this out?
      That's exactly why I made video walkthroughs for every piece. Watch, follow along, done. If you can copy and paste, you can do this.
    • I tried using AI for SOPs before and it gave me useless generic junk
      Yeah, because you were prompting it with "write me an SOP for month-end close." That gives you a textbook answer. These prompts are built to pull YOUR specific process — your tools, your clients, your workarounds, your quirks — and turn THAT into documentation. Night and day difference.
    • Is this a course? How long will it take?
      This is NOT a massive course. It's a handful of bite-sized video walkthroughs + templates + prompts that you can finish in less than an hour.
    • Q: Is this only for bookkeeping and accounting firms?
      Yes! These prompts are built specifically for bookkeeping and accounting firm processes. The questions they ask, the formatting they produce, and the examples used are all tailored to this industry. If you're not in bookkeeping or accounting, this isn't for you.
    • Is there a refund policy?
      Due to the digital nature of the product (you get instant access to everything), this purchase is non-refundable. But at $47, this pays for itself the first time you skip a 30-minute "let me explain this process again" call.