Hi, I'm Damon Millar. I run an accountancy practice built on proactive tax planning and fractional CFO work, the kind of forward-looking advice most firms never get round to because they're buried in compliance.

I built this playbook because most accountants are using Claude to tidy up emails and rephrase letters. That's maybe 5% of what it does. The other 95%, modelling, forecasting, scenario work, and turning a client's raw numbers into advisory conversations, is where the time and the money actually are.

Everything below is the real workflow: the setup, the exact prompts, and the review discipline that keeps you safe. Use it as is.

Would you rather talk it through than read it? I'm happy to walk another accountant through how I've built these workflows into a proactive, advisory-led practice. Grab 30 minutes with me → https://calendly.com/damon-millar-switchaccountants/30min

What's Inside

1. Before You Start: The Client Data Rule — the one thing to sort out before any of this touches a client file
2. Build a Financial Model Directly in Excel — the Claude for Excel add-in, set up properly, with the exact build prompt
3. Add Scenarios and Debug Faster — turn a static model into Base / Upside / Downside, and fix broken formulas in minutes
4. Draft a Model Using Only Your Voice — the mobile voice workflow for when you're away from the desk
5. Build an Interactive Scenario Dashboard Clients Can Actually Use — stop rebuilding slides every time an assumption changes
6. Turn Raw Numbers Into Advisory Talking Points — the prompt that moves you from compliance to CFO
7. The Review Layer: Speed Is Not Correctness — the checklist that protects your name and your practising certificate

1. Before You Start: The Client Data Rule

After this, you'll know what's safe to put into an AI tool and what isn't.

This matters more for us than for almost anyone else using AI. You're handling other people's financial data under professional obligations.

Three rules before any client information goes near a prompt:

• Check your firm's data policy and the tool's data settings. On Claude's paid business plans, your inputs aren't used to train models by default. Confirm the plan you're on and what its terms actually say, don't assume.