consultance.ai
Finance and data

CPA FAR Close + Consolidation Pack

The exact prompts behind the test where Claude scored honors-level on the CPA FAR core. 10 prompts run a CPA-grade close end to end inside Claude on your own books: the month-end close with a do-not-plug reconciliation gate, multi-entity consolidation and intercompany elimination, and the ASC 606 / 842 / 830 / 810 judgment calls FAR is built on. The judgment a $180K controller and a $400-an-hour Big 4 technical reviewer get paid for, on your own entities, in your own Claude.

Have us build it — and hand you the keysor set it up yourself ↓

Rent it forever, or own it once.

The exact prompts behind the test where Claude scored honors-level on the CPA FAR core

Path A

Set it up yourself

The setup prompt and 10 task prompts are below — free. The cost is your time, and the risk of wiring it wrong on live data.

Jump to the prompts ↓
Path B

We wire it into your business

We would deliver a private controller's desk: the 14 prompts loaded into your Claude tenant, your chart of accounts and entity hierarchy built in, the ERP export or connector wired, your materiality and GAAP framework set, and a source-tie gate so no untied figure reaches the board. Done with you, then handed over so you own it.

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Step 1

Paste this setup prompt — Claude installs it for you

Easy mode · paste this into Claude

Claude installs it for you, step by step.

Never used Claude before? It is free to start. Open it in a new tab, copy the prompt, paste it in. It asks one question, then walks you through everything.

  1. Step 1
    Open claude.ai ↗

    Sign up free. No card. Takes 30 seconds.

  2. Step 2

    One click. Lands on your clipboard.

  3. Step 3
    Paste + send

    Claude asks what you need + guides you the rest of the way.

Open claude.ai ↗
▸Tune the prompt for your level (optional)
▸Preview the prompt (you do not need to read it)
Install CPA FAR Close + Consolidation Pack on my computer. Walk me through it.

Repo: https://consultance.ai/library/cpa-far-bookkeeper-test
What it does: The exact prompts behind the test where Claude scored honors-level on the CPA FAR core. 10 prompts run a CPA-grade close end to end inside Claude on your own books: the month-end close with a do-not-plug reconciliation gate, multi-entity consolidation and intercompany elimination, and the ASC 606 / 842 / 830 / 810 judgment calls FAR is built on. The judgment a $180K controller and a $400-an-hour Big 4 technical reviewer get paid for, on your own entities, in your own Claude.

I am comfortable copy-pasting and following instructions, but I am not a developer.

Rules:
- Plain English. Define jargon the first time it appears (repo, env var, port, dependency).
- One step at a time. Exact command in a code block. Tell me which app to paste it into (Terminal on Mac, PowerShell on Windows).
- One sentence per command explaining what it does and what success looks like.
- After each command, wait. I will tell you the output before you move on.
- If a tool is missing (git, node, docker, python), give me the one-line install for my OS first.
- If something errors, diagnose before the next step. Do not skip.

First message: ask only "What is your operating system — macOS, Windows, or Linux?" Then start step 1.

Reference steps from the public guide (adapt to my OS, do not just paste them at me):
1. Open Claude, pin Opus 4.8 for the judgment prompts (revenue, lease, consolidation, FX, the close memo), create a private Project named for the period. Team or Enterprise keeps the books in your tenant.
2. Run prompt 01, the onboarding router. Pick the close type (single-entity, multi-entity consolidation, quarter-end with judgment, year-end) and choose where your books live: upload trial balance and sub-ledger exports, paste raw figures, use the Claude Excel add-in, or pull from a governed connector (NetSuite, QuickBooks Online, Xero, Sage Intacct, Odoo).
3. Load your data the way you chose, then run prompts 02 to 10 in order: reconciliation do-not-plug gate, accruals and cutoff, fixed assets and cap-policy test, ASC 606 revenue, ASC 842 leases, consolidation and intercompany elimination, ASC 830 FX translation, source-tie self-check, controller review memo and board package.
4. Prompt 09 blocks any untied number; prompt 10 is the controller's signature, not the model's. A named licensed CPA signs before anything reaches the board.

Stop when the app opens and I confirm it works.
Step 2

Step 1 installed it. Now run these 10 prompts on your own data.

the vault

The 10 prompts

Tap a prompt to jump to it. Hit copy. Replace the tokens. Paste into Claude Opus 4.7.

where it breaks

Before you connect live data

  • • Run dummy data first. Real client data is not a test bed.
  • • API keys never go in a public repo. Use env vars and a secrets manager.
  • • Add logging, access control, monitoring, and a rollback path before launch.
  • • Read the license. Forking a repo without checking is how lawsuits start.
license note

Credit the original author

Prompt set authored by consultance.ai. This is decision support, not accounting or audit advice, and does not replace a licensed CPA's professional judgment or the external audit; a named controller signs every output. Your financial data stays in your own Claude tenant; we never see it. The CPA FAR exam and Big 4 firms are referenced as the benchmark and the workflow being replaced, no affiliation implied.

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