Zekai/ ← All 30 days
0/30 complete
Interactive mode →
🧮 Day 12 of 30 · Week 2 · Practice Workflows
💵

The Deduction Sweep

Generate a deduction checklist for a client profile.

✦ Missed deductions surfaced✦ A client-value checklist✦ The advisory conversation opener
⏱️ 5 minutes🧰 Today’s instrument: ChatGPT📚 Client value

📖 Today’s lesson

Lesson 12: Sweep for the money on the table.

Common-deduction coverage is exactly the kind of checklist a model applies tirelessly. It sweeps; you verify eligibility against the client’s actual facts and current law.

Why this matters: “My last accountant never mentioned that” is how firms win clients. A systematic sweep per client type — verified by you — turns tax prep into visible value.