The Perry · Client Data & AI
Professional AI Guide for Accountants & Businesses
A practical route into safer AI use—starting with a free 9-page Lite Edition, with a fuller implementation guide available for teams that need policies, registers and repeatable controls.
Free PDF by email · no newsletter subscription · no client information required
A useful guide, not just a preview
Build a safer first approach to AI
The Professional AI Guide — Lite Edition gives accountants, bookkeepers and small businesses a clear introduction before they decide whether the complete implementation pack is right for them.
- The core 5-Gate AI Check
- GO / CHECK / STOP decision signals
- Client-data and confidentiality boundaries
- Selected professional use cases
- Immediate actions if information is shared incorrectly
The Lite Edition is useful on its own. It deliberately leaves the detailed supplier checks, complete scenario set, 72-hour incident pathway, implementation programme and five working resources for the full edition.
Email me the free Professional AI Lite Guide
Start with a practical introduction to safer, more deliberate AI use before deciding whether you need the full implementation pack.
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A repeatable professional approach
Use AI with clearer decisions and stronger controls
AI can support research, drafting, administration, analysis and workflow design. The harder questions are whether a tool is appropriate, what information may be used, how output should be checked and who remains accountable.
Decide before use
Assess the tool, account, data, task and intended outcome before entering information or relying on an answer.
Check what matters
Match human review to the sensitivity and consequence of the work, including confidentiality and professional judgement.
Record and improve
Keep proportionate records of important decisions, incidents, changes and lessons as tools and guidance evolve.
The full £17.99 implementation pack
Move from general caution to working controls
A reminder to “be careful with AI” is easy to agree with and difficult to apply consistently. The full guide provides a shared language, worked situations and practical records for deciding what is suitable, what needs checking and what should stop.
- Protect client, financial, tax, employee and commercially sensitive information.
- Reduce avoidable rework caused by unclear or unverified AI output.
- Give colleagues a consistent way to discuss proposed AI uses.
- Turn informal experimentation into documented working arrangements.
What the full edition includes
One guide plus five practical resources
Professional AI Guide
Decision support, worked scenarios, supplier questions, verification, incidents and implementation.
Acceptable-Use Policy
A practical starting document for setting expectations and boundaries inside a team.
Tool & Use-Case Register
A structured place to record approved tools, purposes, safeguards, owners and review dates.
Incident Response Record
Prompts for preserving evidence, containing a concern and documenting decisions.
Client & Business Wording Pack
Useful wording for explaining AI-assisted work without overstating capability or protection.
Staff Quick Check
A concise check colleagues can use before sharing information or relying on AI output.
Choose your starting point
Free orientation or full implementation?
Free Lite Edition
A concise 9-page starting guide for understanding the core risks, checks and immediate actions.
- Useful for individuals and first team conversations.
- Delivered by email without newsletter enrolment.
- No full templates or implementation pack.
Professional AI Guide
£17.99 · one-time digital purchase
Complete guide plus five implementation resources.
- Worked professional situations and decision support.
- Incident, implementation and review frameworks.
- Policy, assessment and recording resources.
Professional AI Guide · £17.99
Ready for a more complete implementation approach?
The final paid edition is being prepared for secure purchase and licensed delivery through Lemon Squeezy. No payment is currently taken on this page.
Start with the free Lite Edition now and return when the full implementation pack opens.
The Perry’s professional AI material is general information, not individual legal, regulatory, tax or technology advice. Do not submit client, financial, tax, employee or other confidential information through website forms.