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Prove the job for this engagement depth (books scorecard or full QC).
Mit Codex oder Claude installieren Kopieren Sie diesen Prompt, fügen Sie ihn in Codex, Claude oder einen anderen Assistant ein und lassen Sie die Skill-Seite prüfen und installieren.
Basierend auf der SOC-Berufsklassifikation
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.
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.
Start or continue the full accounting engagement (throw-work entry).
| name | prove |
| description | Prove the job for this engagement depth (books scorecard or full QC). |
| disable-model-invocation | true |
Depth-scoped prove — not always year-end QC.
engagement_state.json → engagement_type (default bookkeeping_only).shared/runtime-brief.md · references/depth_gates.json.python3 scripts/generate_html_report.py <client>
bookkeeping_only (default)python3 scripts/depth_gates.py <client> --strict
# or: python3 scripts/close_engagement.py <client> --no-export-ledger
Required: register · txns · journals · bank recon 0 · prelim TB · outputs/*_pack.html.
Optional: Beancount export · Fava (explore only — not the handoff).
On green: status: done · tell user open the HTML pack path · “Books for [period] are ready.”
Do not open full QC/FS unless user upgrades depth.
year_end / compilation / year_end_taxquality-review then depth_gates.py --strict (ATB + FS + QC A + HTML).finalise-accounts only after user confirms.year_end_tax.Done when: depth_gates --strict green; user message points at HTML pack, not a list of .md files.
See shared/slash-surface.md · scripts/depth_gates.py.