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Firm management dispatcher — shows practice KPIs, pending invoices, staff utilization summary, and navigates to practice management skills.
Instalar com Codex ou Claude Copie este prompt, cole no Codex, Claude ou outro assistente e deixe que ele revise a página da skill e instale para você.
Baseado na classificação ocupacional SOC
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Advisory CA dispatcher — overview and quick navigation
Year-round tax planning for individuals and businesses. Covers old vs new regime comparison, Section 80C-80U deductions, business expenditure planning, timing of income/expenditure, HUF planning, family tax planning, and year-end tax saving strategies. Also covers corporate tax planning (MAT, ITAT favourable precedents).
Assist with bank branch audit and Long Form Audit Report (LFAR). Covers NPA classification, income recognition, advances review, concurrent audit findings, stock audit, and LFAR questionnaire responses. Covers RBI guidelines on income recognition and asset classification (IRAC).
Clause-by-clause review of CARO 2020 (Companies Auditor's Report Order 2020). Covers all 21 clauses — fixed assets, inventory, loans, compliance, fraud, related parties, internal controls, and more. Generates draft reporting format for each clause. Identifies which clauses need "adverse remarks" and helps draft qualified paragraphs.
Internal audit planning and reporting. Covers risk-based internal audit plan, process-level audit (procurement, payroll, cash, revenue cycle), control testing, Internal Audit Report (IAR) drafting, and follow-up on prior period recommendations.
| name | review |
| description | Firm management dispatcher — shows practice KPIs, pending invoices, staff utilization summary, and navigates to practice management skills. |
| when_to_use | At start of week/month for practice management review, or to navigate to any firm management skill. |
| effort | low |
| model | claude-haiku-4-5 |
| allowed-tools | ["mcp__memory_bank__list_clients","mcp__memory_bank__get_firm_profile","mcp__memory_bank__get_due_dates"] |
!python3 ${CLAUDE_PLUGIN_ROOT}/../../shared/bin/get-firm-context.py 2>/dev/null
/firm-management:fee-tracker → Outstanding fees, collection status, reminder drafts
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MONTHLY PRACTICE REVIEW — [Month] [Year]
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[ ] Fee billing complete for all completed work
[ ] Outstanding invoices > 60 days — follow up sent
[ ] Compliance calendar checked — any deadlines missed?
[ ] Staff timesheets reviewed (if applicable)
[ ] New client enquiries followed up
[ ] Engagement letters signed for all new engagements
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