← All use cases · Plumbing, HVAC & trades
Have ChatGPT turn your tax documents into a profit and loss for a SCORE mentor, and write training materials instead of hiring another assistant
Rebecca Emberson, owner of Dells-Maid Cleaning Solutions, a residential, commercial and vacation-rental cleaning company in Lake Delton, Wisconsin, on the Filthy Rich Cleaners podcast
She upgraded to paid ChatGPT, gave it her documents including her taxes, and had it produce a profit and loss and related documents. She reviewed them and sent them to her mentor, telling him she'd used AI to create them. She also uses ChatGPT to create training materials.
ChatGPT Free $0; Go $8/mo; Plus $20/mo; Pro $100/mo (she upgraded to a paid plan; the podcast doesn't say which).
Easy · or we set it up for $197
ChatGPT
The problem
One of her goals for the year was to understand her numbers, and a SCORE mentor asked for her financials. She had also spent money over the years on personal assistants for work like running the company's Facebook.
What happened
"I am leaning more on AI now, instead of thinking that I need someone else," she says. She told the mentor: "I used AI to create these, but I've reviewed it, and I believe that these are my numbers." No time or dollar figures. Self-reported.
Quoted in the source: Rebecca Emberson, owner, Dells-Maid Cleaning Solutions. Source: Filthy Rich Cleaners podcast (transcript on zenmaid.com): Rebecca Emberson on vacation rentals, party houses and saying no (2026-10-15) · Added 2026-10-30.
How to set it up yourself
- What Dells-Maid used: paid ChatGPT, fed her tax documents and records, to draft a profit and loss and related documents.
- Gather last year's tax return, your bank and card statements and any sales reports. Remove account numbers and Social Security or tax ID numbers first.
- Upload them with the prompt below and ask for a monthly profit and loss with the categories it used.
- Check the totals against your tax return and bank statements before you share it, the way she reviewed hers. Tell whoever receives it that AI drafted it.
- Take the questions it raises to your mentor or bookkeeper; tax questions go to a CPA.
Copy-paste prompt
I own {BUSINESS}, a {TYPE} business. Attached are my {YEAR} tax return and bank statements (account numbers removed). Build a monthly profit and loss for {YEAR} with revenue, cost of labor, supplies, vehicle, marketing and other overhead. Show which document each number came from, list anything you had to guess as CHECK, and give me 5 questions to ask my mentor about what these numbers show.We set up one AI automation in your tools, live within 48 hours of getting access, for $197. No call needed. Founding price for our first 10 customers (regular $297).
One short email a day: 3 new AI use cases from real small businesses, each with its source and setup steps, plus a Tool of the Day. Free, no spam, unsubscribe anytime.
Tools used
ChatGPT
General AI assistant for writing, research, brainstorming and analysis.
From Free $0; Go $8/mo; Plus $20/mo; Pro $100/mo (checked 2026-11-03)
Visit site →Some tool links may be affiliate links. Disclosure
Checked prices: ChatGPT: from Free $0; Go $8/mo; Plus $20/mo; Pro $100/mo (verified 2026-11-03)
Rather not do it yourself?
The $197 Quick-Win: we set up one AI automation that saves you hours each week, in accounts you own, live within 48 hours of getting access. No call needed. Refund if it isn't live in 48 hours or isn't doing its job in the first 14 days. Founding price for our first 10 customers (regular $297). Terms.
See the $197 Quick-WinNeed more than one automation or ongoing care? Bigger setups: $149/mo with setup included (6-month minimum), or $497 pay-once. Satisfaction guarantee: we'll fix it until it works. Pay-once setups: or we refund your setup fee. $149/mo plan: cancel in the first 30 days and we refund your first month. We reply within 1 business day.
Related for Plumbing, HVAC & trades
Use an AI assistant for a landscaping company's estimates, messages and marketing
The owner uses an AI assistant he calls 'Willy' to plan routes and track projects, write and translate client messages and estimates, ske…
via Gardenboro Landscaping blog · 2025-11-01Answer client texts in your own voice, just faster, with AI
He pastes a client's text and his own rough reply into AI and asks for a tighter, clearer version; he also used AI to structure maintenan…
via Landscaper's Guide podcast · 2025-11-28Dispatch the right tech to each job type with AI matching
ProBook's AI dispatch ranks technicians by performance on each job type and assigns them.
Running something like this in your business? Submit your use case and we'll credit you with a link.
Get 3 new AI use cases every morning
One email every morning: 3 new AI use cases from real small businesses, each linked to its source, plus a Tool of the Day. Free. No spam, unsubscribe anytime. Privacy
Rather have one set up for you? The $197 Quick-Win.