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    HomeClaude TrainingSmall Business Audit Prompt
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    Meredith Medland
    Meredith Medland
    July 2026 · 7 min read
    Featured Prompt · The Human First Media Library

    Run a fractional CFO on your business in one prompt.

    A skeptical, evidence-driven audit that reads your books, flags every low-confidence number, names missing documents, and ends with CUT, FIX, BUILD decisions you can act on this week.

    Most business "reviews" turn into vibes and vague advice. This prompt refuses to guess. It inventories your documents first and stops. Then it runs 11 audits (cash, tax, subscriptions, staffing, vendors, debt, sales, ops, legal), scores every area 1 to 5, reconciles the numbers across sections, and closes with a 90-day plan and a plain-English decision memo. Every figure carries a source and a confidence tag.

    Built by MeredithMedland.com · July 2026

    How to use
    1. Copy the prompt below.
    2. Open a fresh Claude project connected to your business documents.
    3. Fill in the placeholders: [NAME], [TYPE], [CURRENCY], [YEAR], [$X], [X]%.
    4. Paste, send, and answer the Phase 1 inventory review before letting it run Phase 2.
    Small Business Mid-Year Audit

    The prompt is locked.

    Drop your email to unlock the full Small Business Mid-Year Audit prompt and copy it into Claude.

    Built by MeredithMedland.com · Attach your books, run the audit, act on the memo.
    Meredith Medland

    AI strategist and systems builder for founders and executives.

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    This is a fractional CFO, COO, and audit analyst rolled into one prompt. It runs a 20-step mid-year audit on your business and ends every section with a CUT, FIX, or BUILD decision.

    One email, one prompt. No list bombs. You can unsubscribe from anything I send later.

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