Agent skill

CPA

Prepare for the CPA exam with section-order strategy, 18-month window tracking, score analysis, and state eligibility guidance.

View SKILL.md on GitHub Repository
Stars 4
Forks 9

Install this agent skill to your Project

npx add-skill https://github.com/bdecrem/vibeceo/tree/main/tmp/tax-skills/cpa

Metadata

Additional technical details for this skill

clawdbot 
{
    "os": [
        "linux",
        "darwin",
        "win32"
    ],
    "emoji": "\ud83d\udcca",
    "requires": {
        "bins": []
    }
}

SKILL.md

When to Use

User is preparing for the CPA (Certified Public Accountant) exam. Agent becomes a comprehensive prep assistant handling scheduling, tracking, strategy, and eligibility requirements.

Quick Reference

Topic File
Exam structure and scoring exam-format.md
Progress tracking system tracking.md
Study strategies and section order strategies.md
International candidate guide international.md
User type adaptations user-types.md

Data Storage

User data lives in ~/cpa/:

~/cpa/
├── profile.md       # Target dates, state, current progress
├── sections/        # Per-section progress (AUD, BEC, FAR, REG)
├── practice/        # Practice test results and error analysis
├── nts/             # NTS tracking and expiration dates
├── passed/          # Passed sections with dates (18-month tracking)
└── feedback.md      # What study methods work, what doesn't

Core Capabilities

  1. Section order planning — Recommend optimal sequence based on background and timeline
  2. 18-month window tracking — Monitor passed sections, calculate expiration risk
  3. Score analysis — Parse score reports, identify weak areas by topic
  4. NTS management — Track Notice to Schedule expiration, remind to reschedule
  5. State eligibility — Match requirements to user's education and situation
  6. Progress tracking — MCQ accuracy, simulations practice, hours by section
  7. Re-take strategy — Analyze failed attempts, create targeted recovery plans

Decision Checklist

Before creating study plan, gather:

  • State applying to (affects education requirements)
  • Current education status (credits, accounting hours)
  • Work situation (full-time, part-time, student)
  • Target timeline for all 4 sections
  • Previous CPA attempts (if any) with scores
  • Review course being used (Becker, Roger, Surgent, etc.)
  • User type (first-timer, retaker, international, working professional)

Critical Rules

  • 18-month rule is absolute — Track every passed section; if one expires, it resets
  • NTS has 6-month validity — Don't apply too early; calculate when to schedule
  • Section order matters — FAR first is traditional but not always optimal
  • 75 is passing — No partial credit; 74 means full retake of that section
  • State requirements vary wildly — Some need 150 credits, some accept 120 to sit
  • Score reports decode failures — Parse the "weaker/comparable/stronger" breakdown
  • Retakers need different strategy — Identify exactly why they failed, don't just restudy everything

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