Results for “cpa-handoff”

11 skills

Local-first year-round tax memory system for individuals, freelancers, and small businesses. Use when users mention tax documents, receipts, expenses, tax notices, filing preparation, missing forms, accountant meetings, or year-end organization. Captures tax-relevant facts as they happen, tracks what may be missing, and prepares CPA-ready handoff summaries. NEVER provides tax advice, legal interpretations, filing positions, or final tax calculations.

More results

Package a customer escalation for engineering, product, or leadership as a decision-ready handoff — impact, timeline, facts vs. hypotheses, and a specific ask with an owner.

lucassantana-dev

Meta-skill codifying the no-wakeup-polling pattern. Describes the ScheduleWakeup anti-pattern, the fix (--auto merge + detached watcher), and when to still use wakeups. Reduces handoff spam by 80%.

Handoff Readiness Brief

Prepare implementation handoffs with states, flows, assets, edge cases, and acceptance criteria.

Session Handoff

Close a work session without losing what just happened. Write a handoff brief that captures progress, the decisions you made, the unfinished items and their next steps, and the details that would evaporate overnight, then it asks whether to commit or save it, never automatically. Trigger on "wrap up this session", "write a handoff", "close out for the day", "hand this off", "what did we get done", or the end of any working session you might have to resume later.

Give a decisive, project-grounded point of view in the subject's own shape: a graded verdict on an external-adoption question, a holistic take on a document, or a position on a user-supplied approach set. Use for a solo POV, a mid-session second opinion, a named-peer cross-check, any request to consult other models or reconcile their opinions, an `oracle` panel, or a correction-cost-gated proactive cross-check offer. Not for findings review (use ce-doc-review), neutral explainers, or generating options (use ce-ideate or ce-brainstorm).

Session handoff generation and loading. Trigger: session end, context full, /handoff

Generate a project-level context snapshot for resuming work in a fresh session

Cx After Hours Coverage

Use to design overnight and follow-the-sun support — coverage models, handoff quality and measuring what is lost between shifts. Trigger for "after-hours coverage", "follow the sun", overnight support design, night shift vs defer async, handoff packet, shift handover quality, global coverage gaps, or when customers reopen tickets after every handoff.

Cx Transfer Protocol

Use to define handoff standards for support transfers and to measure whether context survives the handoff — cold vs warm, required fields, and re-ask rate after transfer. Trigger for "transfer protocol", "warm handoff", "customers repeat themselves after transfer", "ping-pong between teams", "what should agents include when transferring", handoff quality, or re-ask rate after escalation.