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Standards review before/with FS (MPERS/MFRS pack). Use when standards review or MPERS issues.
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
Default for throw-work: dump a folder, "do the accounting", "sort my books", year end, prepare financial statements / MPERS pack without naming a stage. One intake then books; resumes from engagement_state.json. Depth-scoped done.
Human pack (HTML board) plus statements when depth needs them. Use when presenting books, opening the pack, or drafting FS/notes from adjusted TB.
Prove the job for this engagement depth (books scorecard or full QC).
Optional router if lost — which slash to use. Prefer saying do the accounting.
Scaffold clients/<slug> folder layout. Use when new client folder or workspace layout. Also the shelf step: organize scattered docs by entity and period before extract (see shared/shelf-first.md).
Firm profile cold-start (not a client dump). Use when set up the firm or first install.
| name | mpers-technical-review |
| description | Standards review before/with FS (MPERS/MFRS pack). Use when standards review or MPERS issues. |
Standards filter between ATB and FS drafting — a second pass, not the first time we think about revenue or capex.
Prefer that classify (standards-aware) already wrote workpapers/analysis/* packs. This skill re-checks material ATB balances and catches what classify missed.
shared/guardrails.md).~/.claude/plugins/config/claude-for-accounting/firm-profile.md if present.~/.claude/plugins/config/claude-for-accounting/{{plugin}}/CLAUDE.md if present.Load references/mpers.md (and mfrs.md if framework is MFRS).
For each area: facts → standard section → conclusion → adj/disclosure/none
Use engagement materiality; trivial items → disclosure only if specifically required.
Done when: issues list on disk with severity; material items escalated or accepted with documentation.
# MPERS Technical Review — [Client] FYE [date]
## Summary
- Further AJEs required: yes/no (list)
- Disclosure-only items: ...
- Partner attention: ...
## Detailed findings
### [Area]
**ATB amount:** ...
**MPERS ref:** Sxx
**Issue:** ...
**Recommendation:** Adjust JE-xxx | Disclose note X | Accept as is
**Evidence:** ...
Do not draft full notes here — hand findings to prepare-notes and any AJEs back to year-end if needed.