For bookkeepers, controllers, and finance leads
A ready-made set of AI skills that walks the month-end checklist, drafts the overdue-invoice reminders, and pulls the details off bills and receipts, so you spend your time on the numbers that need judgment.
Sound familiar?
15 seconds
You've been sold prompts.
Copy. Paste. Tweak. Repeat.
Still sounds like a robot.
Still eats your night.
This isn't that.
A skill is your playbook, built in.
Your voice. Your process. Same result every time.
Ask once. Done your way.
Up and running in about 30 minutes.
Get your evenings back.
Built for Finance Lead (Bookkeeper / Controller)
Prompts
You write them, rewrite them, and get a different answer every time.
Skills
Your process, your voice, and your rules packaged once. The same good result every time anyone on your team asks.
Setup
Initial setup takes about 30 minutes to connect your email, calendar, and the basics. Each additional system usually takes 5 to 10 minutes, as long as you have your passwords and logins handy. It’s done live with Evan or one of our trained experts. Need more help? Book a time and we'll coordinate.
Before and after
Today
Month-end lives in your head and a spreadsheet you rebuild every few months.
With the kit
A step-by-step close walkthrough with what's done, what's missing, and who you're waiting on.
Skill: Month-End Close Checklist
Today
Overdue reminders get sent when you remember, and the tone depends on your mood.
With the kit
Polite first notices, firmer second ones, and a final notice, drafted for each overdue account and ready to send.
Skill: Invoice Chaser
Today
You open each PDF, read the vendor, date, amount, and terms, and type them in by hand.
With the kit
Key details pulled from each bill and receipt into a clean list you check and post.
Skill: Bills & Receipts Organizer
Today
The owner gets a balance and a shrug, and the big payroll week sneaks up.
With the kit
A plain-English 13-week view of cash coming in and going out, with the tight weeks called out.
Skill: Cash Flow Snapshot
What's in the Finance Lead (Bookkeeper / Controller) Kit
Finance & Admin
Month-End Close Checklist
Walks you or your bookkeeper through closing the month.
Finance & Admin
Invoice Chaser
Writes polite, firm reminders for overdue invoices, escalating on schedule.
Finance & Admin
Bills & Receipts Organizer
Pulls key details from bills and receipts so bookkeeping goes faster.
Finance & Admin
Cash Flow Snapshot
A plain-English look at cash coming in and going out over the next 13 weeks.
Finance & Admin
Bill Pay Planner
Lays out what to pay this week and what can wait.
Finance & Admin
Month-End Prep
Gathers what your bookkeeper or accountant needs before month end.
Finance & Admin
Payroll Prep
Checks hours, commissions, and changes before payroll runs.
Finance & Admin
Tax Season Organizer
Builds the checklist and request list for tax season.
30-second math
Your estimate
5.5 hrs
back every week
Email me my results
Need a yes?
Owners care about two things here: getting paid faster and knowing where cash stands. Lead with those.
"Let's start with AR follow-up and the next close, and review close time and hours saved after the first month."
From people in your seat
Fair questions
No. It drafts, extracts, and checks. You stay the one who posts to the books, so nothing lands without your review.
That's why it hands you a list to check, not finished entries. Treat it like a fast first pass from a junior who still needs review.
A paid Claude plan. Initial setup takes about 30 minutes to connect your email, calendar, and the basics. Each additional system usually takes 5 to 10 minutes, as long as you have your passwords and logins handy. Need more help? Book a time and we'll coordinate.
It runs in your own Claude account; we don't see your emails or files.
You're covered by a 30-day guarantee: if we can't get your kit running in your own Claude account within 30 days of purchase, we refund the full price. The one exception is connecting to custom-built internal tools that don't offer a standard API, MCP, or CLI. Ask us before you buy if that's what you rely on.
Who's behind this
Evan Hopkins, founder of TACANNI
Evan led a SaaS company's revenue from $44M to $215M in four years and now works as a fractional CRO for founder-led companies. Fully Staffed kits are built on the same AI team he runs TACANNI on. More about Evan
Every skill above, customized to how your business works and installed in your own Claude account. Up and running in about 30 minutes. You need a paid Claude plan.
$5,000+ $1,000 per additional person
30-day guarantee: If we can't get your kit running in your Claude account within 30 days, you get a full refund.
Pay securely
Card or bank through Stripe. Your receipt links straight to the next step.
Book your setup session
A 2-hour window with Evan or one of our trained experts. Most initial setups take about 30 minutes; the window leaves room for every system you want connected.
Use it the same day
Each extra system takes 5 to 10 minutes. Need more help later? Book another time.
Want the whole AI org? The Full Skill Set is all 38 skills TACANNI runs on, from $15,000. Your Fully Staffed purchase counts toward it. See the Full Skill Set
