Client Lifecycle Workflow
The full journey: acquisition, onboarding, cleanup, the recurring service loop, annual compliance, advisory, and offboarding. 7 phases, 12 open questions.
Client Onboarding Workflow
Quote acceptance through kickoff: proposal and signature, Drive and Financial Cents setup, team assignment, welcome packet, team handoff. 7 phases, 6 open questions.
Weekly Bookkeeping Workflow
Transaction intake, categorization and verification, Ask My Accountant escalation to the lead and client. 3 phases, 7 open questions.
Month-End Close Workflow
Statements and feeds, reconciliation and journal entries, reporting and the review handoff. 3 phases, 7 open questions.
Monthly Client Review Workflow
Internal review, the client narrative, portal delivery, and the advisory call. 3 phases, 5 open questions.
Mary Abbott Children's House — Context Bundle
The first per-client context package in the Open Knowledge Format: 65 files across 7 groups, built from the 2026-07-23 intake interview and same-day documents. Browse the folder tree and read every file.
The /onboard-client Skill
How the onboarding skill works and how to use it well: it researches Drive and Financial Cents on its own, you review and clarify. Phases, hard bounds, practice tips, and FAQ.