Paid Product
AI Skills & Agent Starter Pack for CPAs
A CPA-designed AI workflow starter pack for small accounting firms. Start with practical, human-reviewed workflows for month-end close, variance analysis, client communication, research organization, and more — without building an AI platform.
Includes no-code skills plus optional Python reference templates. AI provider fees, professional review, and firm-specific implementation are not included.
Who it is for
Small accounting firms that want one controlled win
Approved target segment: small, owner-led U.S. CPA/accounting firms with approximately 1–20 internal staff, recurring workflows, real client-confidentiality obligations, and no room for an un-reviewed AI experiment. This is the intended target segment, not an eligibility restriction.
You want to try AI on a real workflow without betting the firm on it
You have recurring month-end, variance, or client-communication work
You need evaluation and review controls, not just prompts
You want a no-code path your whole team can follow
You have a technical person who wants a starter, not a framework course
You understand every output still needs a human review
Two paths
Start without coding. Extend with Python when ready.
The pack meets you where you are — and both paths end the same way: a qualified human reviews the draft.
Start without coding
Paste a single-message Skill Card into your browser AI chat, add sanitized input, review the draft, and score it with the rubric. No system-prompt fields, no API keys, no coding.
- All 10 skills work in no-code mode
- START-HERE-FIRST-WORKFLOW.md walks one skill end-to-end
- Target: your first scored draft in under an hour
Optional Python path
Three agent teams as minimal LangGraph and CrewAI reference templates, with pinned dependencies and synthetic examples. Starter code for technical staff — not production software.
- Month-end close, accounting research, client communication
- Python 3.11.9 with a narrow, tested support matrix
- The in-code approval step is a demonstration, not a control
What is included
Workflows, controls, and guardrails — not just prompts
Every piece is designed around the same loop: draft with AI, review with a rubric, hand off to a human.
- ✓
10 accounting-specific AI skills — ready-to-paste prompts, input templates, synthetic examples, and evaluation rubrics
- ✓
3 agent-team templates (month-end close, accounting research, client communication) in LangGraph and CrewAI reference implementations
- ✓
6 workflow patterns with triggers, human review, handoffs, exceptions, and what not to automate yet
- ✓
Evaluation rubrics and fail-regardless rules to score any AI output before you trust it
- ✓
Compliance and confidentiality guidance — client data, provider settings, professional standards, incident response
The 10 skills
Accounting-specific, human-reviewed by design
Each skill ships with a ready-to-paste prompt, an input template, a synthetic example, and an evaluation rubric.
01 — Month-End Close Coordinator
Turn close status, dependencies, and exceptions into an action plan with owners and next steps.
02 — Budget-vs-Actual Variance Analyst
Prioritize significant variances and build evidence-based follow-up questions.
03 — Client Communication Drafter
Draft clear client emails and meeting summaries from your facts.
04 — Tax Research Organizer
Turn a tax question into a structured research plan — never a conclusion.
05 — Accounting Policy Drafting Assistant
First-draft policies from entity facts and your selected framework.
06 — Coding Agent Setup for Accountants
Turn an automation idea into a small, testable plan.
07 — Financial Document Data Extractor
Extract fields into a reviewable schema with source references.
08 — Inbox and Request Triage Assistant
Classify requests and flag missing information.
09 — Workpaper Review Checklist Generator
Standardized review checklists by engagement type.
10 — SOP and Workflow Documentation Builder
Turn informal processes into repeatable SOPs.
Sample first workflow
Client Communication Drafter — target: a scored draft in under an hour
The recommended first workflow — low-risk with synthetic facts, and it teaches the whole loop.
- 1
Read the scope and safety notice
- 2
Complete the data-handling checklist
- 3
Open the bundled synthetic example
- 4
Copy the single-message Skill Card
- 5
Paste it into your browser AI chat and add the synthetic input
- 6
Review the draft
- 7
Score it with the rubric
- 8
Record facts used, missing information, and your changes
Controls
Score every output before you trust it
The evaluation system is the difference between a prompt library and a workflow you can stand behind.
0–3 scoring per criterion with evidence requirements
Fail-regardless conditions that override any score
Human owner and handoff recorded for every draft
Data-handling checklist before any input touches an AI tool
Compliance & confidentiality
Client data is treated like client data
Confidentiality guidance comes before data entry — never after.
- ✓
Synthetic, anonymized, or redacted data for every first run
- ✓
Firm-authorized providers only, with retention and training settings understood
- ✓
Incident-response guidance if sensitive data is submitted accidentally
- ✓
Provider terms, fees, and API costs are the buyer's responsibility
What it is not
Clear boundaries, stated up front
- ✗
Hosted software — there is nothing to install server-side
- ✗
An AI subscription or API credits — you bring your own AI provider account
- ✗
Personalized accounting, tax, legal, or investment advice
- ✗
A tool that files, posts, certifies, or communicates with anyone automatically
Pricing
Get the AI Skills Pack
Planned one-time launch price of $99 (owner-approved). The v1 license, update, segment, and support/refund terms are approved; the product remains staging and is not available for purchase until the remaining launch gates pass.
AI Skills & Agent Starter Pack
Planned launch price — owner-approved
$99
one-time purchase (planned launch) · not available for purchase yet
- 10 accounting-specific AI skills with rubrics
- 3 agent-team templates (LangGraph + CrewAI references)
- 6 workflow patterns with review and handoff points
- Compliance & confidentiality module
- One purchasing firm, up to 20 internal staff (approved for v1)
- 12 months of updates to this major version (approved for v1)
- 14-day money-back guarantee, best-effort support, no guaranteed SLA (approved for v1)
Payments processed securely by Stripe. Educational tool — not personalized accounting, tax, legal, or investment advice.
FAQ
Answers before you ask
Do I need to know Python?
No. Every skill has a no-code mode: paste one message into your browser AI chat, add sanitized input, review the draft, score it with the rubric. Python is an optional advanced path.
What do I need to get started?
A browser AI chat account (like ChatGPT). Some providers charge for usage — those fees are yours. The v1 commercial terms (price, license, updates, segment, support) are approved; the product remains staging and is not available for purchase until the remaining launch gates pass.
Is this advice?
No. The pack is an educational tool. Every output is a draft for human review. Using it does not create a CPA-client relationship with the seller.
How is it delivered?
After payment you receive an email with a one-time secure download link, normally within a few minutes. Check your spam folder if it does not arrive.
What is the license?
Approved for v1: one purchasing firm, up to 20 internal staff. Outputs may be used in your firm's professional work subject to your review and obligations. No resale or sharing outside the firm. (The product remains staging until the remaining launch gates pass.)
What about refunds?
Approved for v1: a 14-day money-back guarantee for digital goods. Support is best-effort with no guaranteed response time. Downloaded files cannot be retrieved or deleted by the seller. (The product remains staging until the remaining launch gates pass.)
Target: one controlled, human-reviewed workflow with AI in under an hour, without installing Python.
Ten skills, three agent teams, six workflows, and the evaluation rubrics to keep every draft honest.
Educational tool. Not personalized accounting, tax, legal, or investment advice. Purchasing or using this pack does not create a CPA-client relationship with the seller. Every output is a draft for human review. AI provider fees and accounts are the buyer's responsibility.
Start with the free prompt library