practice-management
OfficialOrchestrate firm workflows and deadlines.
Finance & Accounting#workflow#capacity planning#deadline tracking#practice management#engagement lifecycle#staff assignment
AuthorAeyeOps
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill streamlines accounting firm operations by managing the entire engagement lifecycle, from onboarding to archiving, ensuring deadlines are met and workloads are balanced.
Core Features & Use Cases
- Engagement Lifecycle Management: Guides engagements through distinct phases (Onboarding, Setup, Execution, Review, Delivery, Archive) with defined quality gates.
- Deadline Tracking: Integrates internal and external deadlines with layered reminders and protocols for missed dates.
- Resource Allocation: Provides criteria for staff assignment, capacity planning, and seasonal workload distribution.
- Use Case: When planning the allocation of work for the upcoming tax season, use this Skill to understand staff capacity, assign tasks based on experience, and set internal deadlines to ensure timely client delivery.
Quick Start
Use the practice-management skill to outline the steps for onboarding a new client engagement.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: practice-management Download link: https://github.com/AeyeOps/aeo-basis-plugin-marketplace/archive/main.zip#practice-management Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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