paxus-skills

Operate and maintain the Paxus firm-internal month-end close dashboard and timeline-email system. Run when the operator asks about the close-progress dashboard refresh cadence, the cp5/cp10/cp15/cp20/cp25 checkpoint shifting, the close-timeline email draft, the Desktop launcher (Paxus Close.bat), or extending the close Google Calendar past its current end. Also covers diagnosing missed checkpoints and onboarding a new firm administrator into the system. FIRM-INTERNAL — this skill is not client-facing and is unrelated to /monthly-dashboard (which builds client board packages).

Build the one-page monthly financial dashboard for any Paxus CFO, advisory, or bookkeeping client — non-profit or for-profit. For non-profits it fronts the monthly board financials package (CFO / non-profit clients); for for-profit clients it is the client's own monthly dashboard (Wheel of Service businesses, advisory clients, and similar). Pulls monthly financials from the Paxus shared Drive via the gws CLI (read-only), computes bespoke KPIs against confirmed benchmarks, renders a brand-consistent one-page dashboard to PDF, and either merges it as page 1 of the board package, delivers it standalone, or hands it off to the monthly client email. For repeat clients, uses the prior delivered dashboard and the per-client spec file as the spec; for brand-new clients, runs a cold-start intake, defaults to standalone/no-trend, documents benchmark sources, and saves the approved spec for future months. Use when the operator asks to build a monthly dashboard, make the dashboard, build the board/client dashboard, add t

Design and build well-branded interfaces and assets for Paxus CPA's own brand — marketing pages, the client portal, decks, mocks, one-pagers, or production UI. Ships the firm's design tokens, logos, type, iconography, and reference UI kits. Run when the deliverable should look like Paxus, or when another skill (e.g. /design-pdf) needs a Paxus design system to pull from.

Build a vertical (portrait) print-ready PDF from HTML — proposals, board packages, one-pagers, reports, handouts. Hands over a proven portrait scaffold where one HTML page equals one PDF sheet, then gives clean export steps. Pulls colors, type, and spacing from a design system if one is available; falls back to a neutral professional style. Run when the deliverable is a vertical document that needs to print cleanly to PDF.

Create a new skill, update an existing skill, or check the health of the Paxus skills library — safely, through GitHub, on your behalf. Run this whenever you want to add a skill, change a skill, or verify the library is in good shape. No GitHub or coding knowledge needed: this skill does every technical step for you, in plain language, and always sends your change for review before it ever reaches the team.

One or two sentences. What the skill does AND when to run it — the description is how Claude decides to trigger the skill, so name the situations plainly (e.g. "Run when starting a monthly close for a client"). Keep client names OUT of this — skills are firm-wide.

Bring a Paxus client into your AI workflow with the firm's standard folder structure. Run when starting work with a new client, or when bringing an existing client into Claude Code for the first time. Creates ~/paxus-ai/clients/{client-slug}/ with CLAUDE.md, STATUS.md, and the standard subfolders, and optionally scaffolds the first project under it.

Scaffold a new project under an existing Paxus client. Creates ~/paxus-ai/clients/{client}/projects/{project}/ with CLAUDE.md, STATUS.md, and the standard subfolders (inputs/, deliverables/, notes/). Run after /onboard-client when you're ready to start a specific piece of work — monthly close, board package, advisory engagement, tax filing, SOP, dashboard build, or ad-hoc analysis.