Professional AI Guide
Decision support, supplier questions, verification and implementation.
The Perry · Free professional guide
Professional AI Guide for Accountants & Businesses
A practical route into safer, more deliberate AI use — with decision support, worked situations and five implementation resources.
- For
- Accountants, bookkeepers and small businesses
- Edition
- 2026.1.1
- Format
- 16-page guide plus a six-file resource pack
- Access
- Free direct download · no account or email required
What’s inside
One guide plus five practical resources
The publication is designed around working decisions, not a generic reminder to “be careful with AI”.
Acceptable-Use Policy
A practical starting document for setting working expectations and boundaries.
Tool & Use-Case Register
A structured record for 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 language for explaining AI-assisted work without overstating capability.
Staff Quick Check
A concise check to use before sharing information or relying on AI output.
Who it is for
Built for people responsible for real work and real information.
Accountants and bookkeepers
For professional work where confidentiality, verification and accountability cannot be delegated to a tool.
Small businesses
For owners and teams that need straightforward boundaries before AI becomes an informal working habit.
Practical implementation
For readers who want reusable checks and records, not a technical manual or a promise of automatic compliance.
Free direct downloads
Choose the format that suits the work.
Start with the main guide, or download the complete pack when you are ready to adapt the implementation resources.
Read first
Professional AI Guide
The 16-page guide explains the core decision checks, confidentiality boundaries, supplier questions, verification approach and incident response route.
- PDF · free edition 2026.1.1
- No email form or account
- Keep the downloaded copy on your device
Put it into practice
Complete six-file resource pack
The ZIP contains the guide, acceptable-use policy, tool and use-case register, incident response record, wording pack and staff quick check.
- Six clean PDFs in one ZIP
- Templates may be adapted for permitted internal use
Download and use
Download the guide and resources.
The complete guide and implementation resources are available here as direct downloads.
- 01
Choose a download
Select the main PDF for reading, or the ZIP for the guide and all five implementation resources. Both are available immediately.
- 02
Save your copy
The files are delivered directly by thePerry.co.uk. Save them to your device so you can refer to them without returning to an expiring link.
- 03
Use them responsibly
Use the guide for personal reference or within your organisation, and adapt the templates for that internal work. Keep the copyright notices in place and share the official page rather than re-uploading the files.
Free-edition terms
Clear permission, clear limits.
You may retain the guide, print reasonable copies and adapt the implementation templates for personal or internal organisational use. The files may not be sold, presented as someone else’s work, stripped of copyright notices, used to create a competing guide or uploaded to public or shared repositories.
The publication provides general educational information, not accounting, tax, legal, data-protection or other professional advice. Review the full permission and disclaimer page inside the guide before use.
Before you download
Guide FAQ
Who is the guide for?
It is written for accountants, bookkeepers and small businesses that want practical controls for using AI more deliberately.
What is included?
The main download is a 16-page Professional AI Guide. The complete ZIP contains the guide and five implementation resources, making six PDFs in total.
Which format should I choose?
Choose the complete ZIP for the guide and five implementation resources, or the PDF to read the main guide on its own.
May I adapt the templates?
Yes, for permitted personal or internal organisational use. Do not resell the files, present them as your own work, remove copyright notices, publish them to a shared repository or use them to create a competing product.
Are future editions or individual support included?
No. This free edition is provided as it stands. Visit the publication page for corrections, current information or any later edition.
Is this professional advice?
No. The guide is general educational information. Review current requirements and obtain appropriate professional advice for your circumstances.
Ready when you are
Download the complete guide and resources.
Get all six PDFs in the complete pack, or read the main guide on its own.