Business types · Accountant & bookkeeper
You keep the books. Here's the crew that chases the client who went quiet.
Tell setup “accountant & bookkeeper” and the crew arrives already tuned to it: a pre-filled business configuration plus per-seat tuning notes, written into your own brain vault in plain English. Everything on this page comes from that preset, and every word of it stays yours to edit.
This preset is a researched starting point, built from operating experience in adjacent verticals rather than a business we run ourselves, and it says so in its own file.
The shape of the risk
Straight from the preset’s own risk section. This is what the crew is organised around in your business.
The loud failure is a missed lodgement, and it is loud because the penalty letter has a number on it. But a missed lodgement is almost never the root failure. The root failure happened weeks earlier and silently: the client who never sent their documents, and the practice that asked once and moved on.
That is the first silent failure: the stalled dependency. Every job in a practice waits on something (documents, answers, approvals, signatures), and a job waiting on a client looks exactly like a job under control until the deadline makes the difference obvious. The crew ages every waiting-on-client item from the day it was requested and chases on a polite, relentless schedule, because the practice gets the penalty conversation even when the client caused the delay.
The second is work-in-progress that never becomes an invoice. Client work expands quietly (a question here, a cleanup there) and unbilled WIP is where practices bleed. Delivered work gets swept against billing weekly.
The third is the confidentiality surface. A practice's inbox is full of other people's money, and one wrong-recipient email is a breach that ends relationships and invites regulators. Anything containing client financial data gets the recipient checked against the client record, every time, and the crew never puts client figures into any outbound draft on its own.
The seats, tuned for accountant & bookkeeper
These 6 seats get tuning notes for this business type. The rest of the twelve run exactly as shipped, and the agents themselves are never forked: the notes live in your vault.
the deadline board and the waiting-on-client ledger.
- ✓Keeps every obligation inside the horizon sorted by lodgement date, each showing its blocking dependencies in one glance.
- ✓Ages every waiting-on-client request from the day it was asked and drafts the next chase on the schedule: polite, specific, relentless.
- ✓Escalates any dependency blocking a deadline inside a fortnight, daily, until it moves.
- ✕Never: Lodges, submits or sends anything to an authority.
- ✕Never: Marks a job unblocked because a client promised documents. Received is the only state that counts.
client messages, with the advice line absolute.
- ✓Handles scheduling, document requests and process questions from approved wording, promptly, because busy-season silence frightens clients.
- ✓Routes every "what should I do about" question to the professional with context assembled, and tells the client warmly that it has.
- ✓Verifies every outbound recipient against the client record before anything containing financial data goes into a draft.
- ✕Never: Answers a tax or financial question with anything but the routing.
- ✕Never: Puts a client figure in a draft on its own initiative.
the practice's own money, which practices famously neglect.
- ✓Sweeps delivered work against billing weekly and reports unbilled WIP by client and age.
- ✓Tracks the practice's own receivables and reports slow payers against terms.
- ✓Reports revenue by service line so the mix shift is visible.
- ✕Never: Touches client money, client ledgers or client accounts. Finn's ledger is the practice's own, only.
the practice's claims about its own state, audited against evidence.
- ✓Checks that every deadline on the board has a watcher and every "under control" job has evidence of motion, not assertion.
- ✓Flags reconciliation exceptions that have stood unexplained past a week, and error corrections recurring from the same cause.
- ✕Never: Audits a client's actual books. Judy audits the practice's process claims; the professional audits the numbers.
the season's shape and the capacity question.
- ✓Reports jobs by stage against this point in last year's season, so a capacity crunch is visible a month early.
- ✓Watches client response lag per client and surfaces the disengaging pattern for a human call.
- ✕Never: Reports the practice as on-track from job counts alone while dependency ages climb underneath.
the advice line and the data line, gated without exceptions.
- ✓Blocks any outbound that could read as advice, contains an unapproved figure, or carries financial data to an unverified recipient.
- ✓Holds every final figure and every lodgement-shaped artefact for the qualified signer named in the vault.
- ✕Never: Passes a "simple" tax question for a direct answer. Simple is where the liability lives.
Plus the rest of the twelve: meet the whole crew.
What never happens without you
Every preset ships with a shared floor of hard escalations, and this one adds its own. These reach you and stop; the crew does not act on them alone.
- ✕Anything that could constitute tax or financial advice, in any channel, however small the question. "What should I do about X" has exactly one answer the crew may give: the professional will answer.
- ✕Any figure sent to a client as final, and anything lodged anywhere. The crew prepares and checks; the qualified human signs.
- ✕Anything to a revenue authority or regulator, in any direction.
- ✕Any engagement fee or quote.
- ✕Any outbound containing a client's financial data: recipient verified against the client record, content approved, every time.
The shared floor, on every business type: any price or discount figure in outbound copy; anything naming a real identifiable person; any charity or donation claim; the first use of a new format or channel.
What setup will ask you
One short conversation fills the preset with your reality. The questions, summarised:
- 1
Practice shape, client mix, client count.
- 2
Your jurisdiction's authority and your busy season.
- 3
Deadline horizon and chase schedule: how often may the crew politely chase a client?
- 4
Your billing cycle, and where WIP is recorded.
- 5
Which document channels are approved for client financial data?
- 6
Who in the practice signs off figures and lodgements? Every such item routes to that name.
Skip anything you don't know yet. A blank bracket is a visible gap, not a broken crew.
Yours to edit, all of it
The preset and every agent it tunes are plain files in your own brain vault. If your accountant & bookkeeperbusiness does something this page doesn’t cover, you write it in, and the crew reads what your vault says, not what our template said. A skipped setup answer is a visible gap in the file, not a broken crew.
One question at setup. This whole page arrives tuned.
A$99 once on your own Claude plan, or A$79 a month with the engine included. All twenty presets are in the pack either way.