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Buyer guides
- Should your LLC elect S-corp? How to run the numbers with an AI CFO agent
How an S-corp election changes self-employment tax, what reasonable compensation means, the Form 2553 deadline for 2027, and how the Vibewright CFO Entity Structuring builds model the decision for your CPA. - 1099-K doesn't match your books? How to reconcile it before you file
Why a Form 1099-K shows a bigger number than your sales, the 2026 reporting thresholds, a step-by-step reconciliation worksheet, and how the Vibewright CFO Tax Preparer builds walk you through it. - CPA-ready P&L: a monthly close checklist you can run with an AI CFO agent
The monthly close steps, common miscategorizations and January CPA package that keep a small business P&L CPA-ready, and how the Vibewright CFO CPA-Ready P&L builds run them with you. - How to set up a Fractional CFO agent in a ChatGPT Project
Step-by-step: create a ChatGPT Project, load a long Vibewright Fractional CFO Tax Planner build (instructions plus project file), set project-only memory and test it. - Year-end tax planning checklist with an AI CFO agent
A dated October-to-December tax planning checklist for small business owners, and how an AI CFO agent like the Vibewright CFO Tax Planner runs it with you before Dec 31. - Claude Project vs ChatGPT Project vs Gemini Gem for business agents
Where should a business AI agent live? Claude Projects, ChatGPT Projects and Gemini Gems compared on instructions, files, memory, sharing and what is changing in late 2026. - Best system prompt for a tax-planning AI agent
What a tax-planning AI agent's system prompt needs: refusals first, year-stamped figures, real workflows, memory rules and a tone. Built from the Vibewright CFO Tax Planner. - How to give your AI agent a personality (5 tones compared)
Same question, five personalities: how Aggressive, Affirming, Dry, Funny and Sarcastic tones change an AI agent's answers, and how to load one into Claude, ChatGPT or Gemini. - How to set up a Fractional CFO agent in Claude Projects
Step-by-step: create a Claude Project, paste a Vibewright Fractional CFO Tax Planner build into project instructions, and keep tax context in project knowledge.