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Full company review for tax advisors. Generates a structured health report covering financials, document completeness, tax compliance, and action items. Use when a tax advisor asks for an overview, health check, or status of a client company.
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
SOC 직업 분류 기준
| name | ta-company-review |
| description | Full company review for tax advisors. Generates a structured health report covering financials, document completeness, tax compliance, and action items. Use when a tax advisor asks for an overview, health check, or status of a client company. |
| version | 1.0.0 |
| metadata | {"openclaw":{"emoji":"🔍","homepage":"https://norman.finance","requires":{"mcp":["norman-finance"]}}} |
Perform a comprehensive company review for the tax advisor:
get_client_overview with the active company ID to get an aggregated snapshotget_missing_documents_summary to identify all transactions without receiptsget_tax_compliance_status to check report filing status and registration completenessStructure the output as follows:
Prioritized list of recommended actions:
Be specific with amounts, dates, and report periods. Use EUR formatting.
Found a German GmbH or UG (haftungsbeschränkt) through a guided chat. Use when the user wants to open, found or incorporate a company in Germany, start a GmbH/UG, prepare founding documents (Musterprotokoll, Gesellschafterliste) or find a notary for incorporation.
Find the right SKR account code for a bookkeeping category (SME only). Search the full SKR03/SKR04 chart of accounts by code or use AI to match by name or description. Use when an SME user needs help finding a category code, wants to add a new custom category, or asks "what account number is X?"
Review and categorize uncategorized bank transactions, match them with invoices, and verify bookkeeping entries. Use when the user wants to review transactions, categorize expenses, do bookkeeping, or reconcile their bank account.
Prepare a DATEV export for a client company. Verifies all transactions are categorized, receipts attached, DATEV settings configured, and triggers the export. Use when a tax advisor asks to prepare DATEV, export bookkeeping data, or send data to their tax software.
Find and collect missing receipts for a client company. Identify high-priority items, suggest a ping strategy, and bulk-notify the client. Use when a tax advisor asks about missing documents, Belege, or requests receipts from a client.
Tax compliance check for a client company. Checks all tax periods, identifies unfiled or overdue reports, verifies tax registration, and generates a compliance summary. Use when a tax advisor asks about tax deadlines, compliance status, or filing obligations.