Settings
Memories
Standing instructions the builder honors every time it writes. Global memories apply to every project; project memories apply to one firm.
Say CPA firm
Preferred terminology
Every project
High priority
Starter set · added Aug 20, 2026
No peace of mind
Prohibited words or phrases
Every project
High priority
Starter set · added Aug 20, 2026
Short paragraphs
Formatting preferences
Every project
Starter set · added Aug 20, 2026
Planning over prep
Service positioning
Every project
Starter set · added Aug 20, 2026
Clients, not customers
Preferred terminology
Every project
Starter set · added Aug 20, 2026
Primary CTA
Calls to action
Every project
Starter set · added Aug 20, 2026
No guaranteed savings
Compliance requirements
Every project
High priority
Starter set · added Aug 20, 2026
Nationwide, San Diego first
SEO preferences
Harbor Ledger CPA (sample)
Starter set · added Aug 20, 2026
Don't call the firm large
Brand preferences
Harbor Ledger CPA (sample)
Starter set · added Aug 20, 2026
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