The About-Me File
AI gives generic answers when you don't give it your own context.
Fix that once and every conversation gets better immediately. I created this custom tool to make it quick and easy.
How it works
Three layers. Nine questions. Ten minutes.
- 1Who you are & what you want help with -- your background, expertise, and where you need AI most.
- 2Where you're starting from with AI -- your experience, the tool you use, your hopes and worries.
- 3How you like to learn & be spoken to -- answer length, tone, jargon, and what to avoid.
# About Me
Context to help my AI give answers that fit me.
## Who I am
I run a small accounting practice serving local
small businesses -- about 60 clients.
22 years in tax prep and bookkeeping.
QuickBooks ProAdvisor; comfortable with numbers,
newer to AI.
## What I want help with
- Drafting clear client emails
- Summarizing tax-law and IRS changes
- Explaining concepts to clients in plain terms
- First drafts of engagement letters
## Where I'm at with AI
Experience: beginner, used ChatGPT a handful
of times. Tool: ChatGPT.
Biggest hope: save hours on routine writing.
Biggest worry: getting facts or numbers wrong.
## How to work with me
- Plain English, no tech jargon
- Accuracy matters -- flag anything uncertain
- Keep it concise; lead with the answer
- Never assume specific tax figures; ask me
- Treat client details as confidential
Context to help my AI give answers that fit me.
## Who I am
I run a small accounting practice serving local
small businesses -- about 60 clients.
22 years in tax prep and bookkeeping.
QuickBooks ProAdvisor; comfortable with numbers,
newer to AI.
## What I want help with
- Drafting clear client emails
- Summarizing tax-law and IRS changes
- Explaining concepts to clients in plain terms
- First drafts of engagement letters
## Where I'm at with AI
Experience: beginner, used ChatGPT a handful
of times. Tool: ChatGPT.
Biggest hope: save hours on routine writing.
Biggest worry: getting facts or numbers wrong.
## How to work with me
- Plain English, no tech jargon
- Accuracy matters -- flag anything uncertain
- Keep it concise; lead with the answer
- Never assume specific tax figures; ask me
- Treat client details as confidential
↓ scroll the full sample file
What you walk away with
One file. Better answers from every AI conversation you ever have.
- A personal context file ready to use in any AI tool -- ChatGPT, Claude, Gemini, and whatever comes next
- Tailored to how you actually work, what you care about, and how you like to be spoken to
- Yours to download, improve, and reuse forever -- no login, no subscription, no strings
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