Hi, I'm Damon Millar. I run a UK accountancy firm that operates more like a fractional CFO and business advisory practice than a compliance shop. My clients are business owners doing £500k+ in revenue who want to grow profits, pay less tax, and build wealth that actually lasts.

I built this prompt stack for two reasons. First, most UK owners are flying blind between accountant calls. Their figures sit in Xero, year-end shows up, and nobody runs the numbers strategically until it's too late to do anything useful with them. Second, AI is now good enough to handle the analytical heavy-lifting that used to require a junior CFO and a quiet weekend.

These 8 prompts won't replace a proactive accountant. They will give you the kind of visibility most owners never have, in the gaps between formal reviews.

Use them with Claude (or any decent model). Plug in your real numbers. Read the answers with a critical eye. Take the wins.

Prefer a human looking at your numbers? If you want a real Business Future Session where we go through your tax position, margins, and forecast together, book one here. Book a Call here.

https://calendly.com/damon-millar-switchaccountants/30min

What's Inside

1. Before you start — the 9 numbers and documents to gather (5 minutes, saves you an hour)
2. Three ways to run this — Claude.ai, Claude Projects, or Claude Cowork, step by step
3. How the 8 agents work together — the running order and why it matters
4. Agent 1: Tax Position Mapper — a clear picture of what you actually owe and why
5. Agent 2: Salary vs Dividend Optimiser — the split most owners get wrong for years
6. Agent 3: Allowance Hunter — every relief you might be leaving on the table
7. Agent 4: R&D Relief Spotter — whether your "failed" projects are claimable
8. Agent 5: Pension & Extraction Modeller — the most efficient way to take money out
9. Agent 6: Margin & Pricing Leak Finder — the profit hiding in your price list
10. Agent 7: Cash & Tax Bill Forecaster — never get ambushed in January again
11. Agent 8: The Year-Round Plan Builder — turns all of it into a quarterly plan