I finished an 8-week engagement with an accounting firm last month.
The owner hired an accounting manager in February. There was no system for her to run — no documented close process, no reporting, no communication protocols. Every month-end was improvised.
We built 9 things. A 3-phase close SOP. A weekly snapshot so the owner could see progress without stepping in. A communication playbook for the team. Financial Cents reconfigured to match how the firm actually operates.
Two full close cycles completed. The owner told me he felt immediate relief the first time he read the snapshot instead of orchestrating the process himself.
And I almost moved on without writing a single word about any of it.
That engagement had 3 LinkedIn posts sitting inside it. A pattern post about hiring the right person into a role with no system. A before/after post about what the firm looked like 8 weeks apart. A capability post about what the owner now reads in 5 minutes that used to require him stepping into the work.
I would have lost all 3 if I hadn't run them through the extraction process I've been using for the last 2 years.
I turned that process into a Claude skill.
Describe a finished engagement — bullet points, rough notes, a paragraph. The skill pulls the story apart at 3 levels and produces 3 posts from different angles. Ready to publish.
[Get the skill — free]
That page has the skill file, setup instructions, and tips for getting the strongest output.
This is skill 4 of 5 I'm building for practice owners. If you missed the earlier ones — Client Intelligence Brief, Hidden Revenue Scan, and Scope-to-SOW Converter — all are on the page.
Kathryn