菜单
Track fees billed and collected for all clients. Identify outstanding invoices, flag long-overdue collections, and provide a firm-level WIP (Work in Progress) summary. Helps the CA partner review billing status at any point in the month.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
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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 | fee-tracker |
| description | Track fees billed and collected for all clients. Identify outstanding invoices, flag long-overdue collections, and provide a firm-level WIP (Work in Progress) summary. Helps the CA partner review billing status at any point in the month. |
| when_to_use | To see a firm-level fee billing and collection summary, identify which clients have outstanding fees, or review WIP at month-end. |
| effort | low |
| model | claude-haiku-4-5 |
| allowed-tools | ["mcp__memory_bank__list_clients","mcp__memory_bank__get_firm_profile","Read"] |
FINANCIAL INTEGRITY: Unbilled WIP represents revenue not yet invoiced. Outstanding debtors represent invoiced but uncollected fees. Both must be reviewed regularly — ageing of debtors beyond 90 days is a collection risk.
Maintain or ask the user to provide a fee register with:
FEE REGISTER — [Month] [Year]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Client | Engagement | Invoice | Amount | Collected | Outstanding | Days
XYZ Ltd | Audit FY25-26 | INV-0041 | 1,18,000| 59,000 | 59,000 | 45
ABC Pvt Ltd | GST Monthly | INV-0042 | 11,800 | 11,800 | Nil | —
PQR Traders | Tax Audit 25 | INV-0043 | 59,000 | Nil | 59,000 | 62 ⚠
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Total billed this month : Rs.X,XX,XXX
Total collected : Rs.X,XX,XXX
Total outstanding : Rs.X,XX,XXX (N invoices)
Overdue > 60 days : Rs.XX,XXX (N invoices — follow up needed)
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
For overdue invoices, draft a reminder email:
Subject: Fee Outstanding — [Firm Name] | Invoice [INV-XXXX]
Dear [Client Contact],
We hope you are doing well. This is a gentle reminder regarding our professional
fee invoice [INV-XXXX] dated [date] for [services rendered], amounting to
Rs.[X] including GST.
As per our records, the above amount remains outstanding as on [date]. We request
you to arrange payment at your earliest convenience.
Bank details:
Account Name: [CA Firm Name]
Bank: [Bank] | Branch: [Branch]
A/c No.: [XXXXXXXXXX] | IFSC: [XXXXXXXXXX]
Please share the payment proof / UTR number after payment.
Warm regards,
[CA Name]
[Firm Name]