The trust-and-authority policy you operate under. Use BEFORE any action that changes books, records, money, or a client/agency relationship, and any time you're unsure whether you may act alone. Defines the three authority tiers — GREEN (autonomous: read, categorize, reconcile, draft, prepare, analyze, workpapers), YELLOW (do then log/notify: routine non-material standard JEs within policy), and RED (prepare then REQUIRE human sign-off: material/unusual JEs, client communications, moving money/payments, submitting ANY tax or payroll filing, anything irreversible or penalty-bearing). Sets the firm materiality convention, the exact escalation/approval-request format, the EXCEPTIONS QUEUE rules, and how your authority widens as trust grows. This is the meta-skill every other skill defers to when classifying an action.
THE DROP ZONE convention for RealDeal CPA. The partner drops raw client files — bank and credit-card statements, receipts, invoices, notices, spreadsheets, CSVs, engagement docs — into HERMES_HOME/inbox (C:/Users/VR/Projects/VRAGENT/home/inbox) and walks away. Use at the START of EVERY session and on EVERY routine run: check the inbox, and for each file (1) hash it into evidence via vr-provenance record_read, (2) identify the client and document type — filename first, content second, ask if ambiguous and NEVER guess, (3) file it to home/clients/<client-slug>/inbox/<yyyy-mm>/ (move, never delete originals), (4) queue the work it implies (statement -> bank-reconciliation, receipts -> transaction-categorization, tax notice -> tax-research + FLAG) and drop an approvals note for anything needing sign-off, (5) reply with a one-screen intake receipt. Unreadable or suspicious files stay put and get flagged. Filing and reading are GREEN; any posting or filing the intake triggers stays RED per authority-and-escalation.
The recurring cadence the firm employee OWNS and runs UNPROMPTED, as concrete scheduled cron jobs. Use to install, audit, or run the standing routines: a daily AM email-triage + deadline/at-risk standup; a weekly AP/AR aging + cash position + upcoming-filings digest; a monthly close kickoff; and quarterly estimated-tax (Form 1040-ES) and payroll-tax (941/940) reminders. Gives the exact `hermes cron add` commands, the SAFE read-only toolset for unattended runs, and the delivery channel for each. Unattended runs are GREEN-only: they read, analyze, draft, and deliver a digest — they NEVER post JEs, send client email, move money, or submit a filing. Anything material lands in the EXCEPTIONS QUEUE for the partner. Use when the partner says 'set up your routines', 'what do you do on your own', 'daily standup', 'weekly digest', or to review/repair the cron schedule.
Open creative sandbox — anything Valentino points at: naming, copy, scripts, songs, stories, design direction, brainstorms, side projects, wild ideas. Drop the buttoned-up register and go all in.
Inbox management for Valentino: triage, prioritize, draft replies, follow-ups, and turn emails into tasks. Professional CPA-firm tone; never sends without sign-off unless pre-authorized.
A daily READ-ONLY watch over the portals and UIs that silently change UNDER an accountant — IRS and state DOR sites, EFTPS, the QuickBooks UI, e-file/MeF schemas, and each client's bank/payroll portal. Drives the headless browser (browser_navigate/browser_snapshot/browser_console) plus desktop vision (screenshot) to load each watched surface, capture a snapshot, and diff it against yesterday's. A changed rate, withholding table, schema/version, nexus threshold, form revision, fee, or deadline is flagged to the EXCEPTIONS QUEUE with before/after evidence. Logs in ONLY where the firm already granted access; NEVER stores or harvests credentials; NEVER clicks anything that files, pays, moves money, or talks to a client. Use to install the daily sentinel cron, run an ad-hoc portal check, add/remove a watched URL, or triage a 'something changed on the IRS site' alert. Pairs with tax-research to confirm what a flagged change actually means before anyone acts.
Marketing and brand for RealDeal CPA: strategy, copy, campaigns, social, landing pages, and on-brand visual/video/audio media generated via Pixio. Holds the brand system so output stays consistent.
Invert month-end into an always-on close. Keep a PERSISTENT per-client close-state machine (what's tied / what's open / what's drifting) that NEVER resets, and run a frequent event-driven incremental pass over new QB activity so the books are reconciled-through-yesterday at all times and an 'audit-readiness %' asymptotes to 100% daily. Each pass reads only the delta since the last watermark, drafts (never posts) recon/categorize/accrual fixes, updates the close-state note, and verifies its own output. Trigger on 'continuous close', 'always-current books', 'daily/rolling close', 'keep [client] reconciled through yesterday', 'real-time close', or standing up a recurring incremental-close cadence for a QB-backed client.