Welcome to the All Accounts Consulting Knowledge Hub — the firm's single source of truth for procedures, workflows, templates, training, and technical guidance.
This hub is maintained by Sandra Lea. All tax technical content marked ⚠ For Sandra Review must be approved before use with clients.
| Section | What's Inside |
|---|---|
| 🏢 Firm Operations | Billing policy, internal controls, staff onboarding/offboarding |
| 📋 Engagement SOPs | Step-by-step guides for every engagement type |
| ✅ Checklists & Procedures | Month-end close, year-end, onboarding, tax season |
| 📄 Templates | Engagement letters, questionnaires, proposals, client letters |
| 🔧 Tool Instructions | QBO, ProConnect, Xero, and other app guides |
| 📖 Technical Reference Library | IRC, IRS publications, GAAP, FASB guidance, firm policy positions |
| 💬 Client FAQs | Standard answers to common client questions |
| 🎓 Training & Quick Refreshers | Onboarding training and reference guides |
| 👤 Client-Specific Notes | Notes and context by client |
| 📌 Function-Specific Notes | Notes organized by service line |
| 🤖 AI Operations Center | Prompt library, AI agents, Claude development standards, Oper App integrations |
| 💻 Oper App Documentation | Product vision, database schema, workflow library, user roles, API docs |
This Knowledge Hub is the firm's source of truth and is registered in the following connected systems so staff can reach it from anywhere: