Profile My skills Saved My plugins Edit profile Submit a skill

← all publishers

karbonhq

@karbonhq source repo

3 published skills

  1. ▌
    Firm AI Strategy · karbonhq bundle
    Conducts a structured advisor-style interview with an accounting firm owner or partner and produces a written, defensible AI strategy document for the firm. Use this skill whenever a user from an accounting or bookkeeping firm asks to "build our AI strategy", "write our firm's AI plan", "draft an AI policy", "I need a strategy for AI in my firm", "help me figure out AI for our practice", "where do we start with AI", "we're trying to be intentional about AI", or any variation of getting from ad-hoc AI use to a documented plan. Also trigger when an accountant says they have AI tools but no plan, mentions shadow AI in their firm, asks about Core/Lab/Overlap, or describes wanting to move from "playing with ChatGPT" to a real firm-wide approach. Even if the user does not say the word "strategy" — if they describe the gap between adoption and intentionality, run this skill.
    0 installs
  2. ▌
    Sop Library Auditor · karbonhq bundle
    Audit, organize, score, and fill gaps in an accounting/bookkeeping/CAS firm's existing library of standard operating procedures (SOPs). Trigger this skill whenever a firm wants to "audit our SOPs," "review our procedures," "see where our SOPs stand," "organize our messy SOP library," "find SOP gaps," "score our SOP coverage," "build SOPs from what we already have," or hands over a folder of existing SOP files (Word, PDF, Markdown, Karbon templates) and asks for an assessment. Also trigger when a firm describes having outdated, scattered, or incomplete SOPs and wants a structured way to fix them. The skill produces (1) an interactive HTML coverage report with a clickable 16-domain heatmap, (2) a written gap report, (3) a reorganized SOP library folder, and (4) interview-driven captures that become new SOPs for the gaps. Do not use this skill for writing a single brand-new SOP from scratch with no existing library — use a basic SOP-authoring approach instead.
    0 installs
  3. ▌
    Payroll Journal Entry Skill Builder · karbonhq bundle
    Use this skill when an accountant or bookkeeper wants to create a reusable, client-specific payroll journal entry skill. Triggers on phrases like "create a payroll JE skill for [client]", "build a payroll journal entry skill", "codify how we book [client]'s payroll", "help me make a skill for [client]'s payroll", or "generate a payroll JE procedure for [client]". The skill starts by reading a real payroll register, then asks a short set of allocation questions, validates the math, and produces a client-specific SKILL.md that any team member (or Claude) can use next pay period to book the same JE consistently. Firm-agnostic — works regardless of payroll provider, GL platform, or practice-management tool.
    0 installs