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practice-management

Manage accounting firm engagement lifecycles from onboarding to archiving.

Updated Mar 13, 2026
Search Tags:#workflow#capacity planning#deadline tracking#practice management#engagement lifecycle#staff assignment
One-click install
npx skills add https://github.com/AeyeOps/aeo-basis-plugin-marketplace --skill practice-management
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: practice-management
Source: https://github.com/AeyeOps/aeo-basis-plugin-marketplace/tree/main/plugins/firm-operations/skills/practice-management
Command: npx skills add https://github.com/AeyeOps/aeo-basis-plugin-marketplace --skill practice-management

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

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.

Frequently Asked Questions about practice-management

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I manage accounting firm workflows and deadlines for multiple client engagements?▼

Managing accounting firm workflows involves guiding engagements through phases like onboarding, setup, execution, review, delivery, and archiving while tracking internal and external deadlines with layered reminders to ensure timely client delivery.

What is the best way to do staff assignment and capacity planning for tax season?▼

Capacity planning for tax season uses defined criteria for staff assignment based on experience and seasonal workload distribution, ensuring balanced workloads and clear internal deadlines across all active client engagements.

How do I track internal and external deadlines for C-corporation tax and bookkeeping services?▼

Deadline tracking for C-corporation tax and bookkeeping integrates internal and external dates with layered reminders and established protocols for handling missed dates to maintain strict compliance.

Can I automate the onboarding process for a new accounting client engagement?▼

Onboarding a new accounting client engagement is supported by guiding the process through distinct lifecycle phases, starting with setup and moving through execution, review, delivery, and archiving.

Does practice management integrate with tax-prep and firm-operations skills?▼

Yes, the practice-management skill integrates with tax-prep skills for deadline adherence and firm-operations skills for workflow automation, ensuring seamless execution across the engagement lifecycle.

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