10 Claude prompts that run a CPA-grade month-end close and multi-entity consolidation on your own books, the technical accounting judgment a controller or Big 4 reviewer gets paid for.
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Install Month-End Close and Consolidation Prompts on my computer. Walk me through it. Repo: https://consultance.ai/library/cpa-far-bookkeeper-test What it does: 10 Claude prompts that run a CPA-grade month-end close and multi-entity consolidation on your own books, the technical accounting judgment a controller or Big 4 reviewer gets paid for. 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.
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10 Claude prompts that run a CPA-grade month-end close and multi-entity consolidation on your own books, the technical accounting judgment a controller or Big 4 reviewer gets paid for.
The setup rail and every prompt above are free and stay free. The cost is your time, and the risk of wiring it wrong on live data.
Back to the prompts ↑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.
Book a build call →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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Month-End Close and Consolidation Prompts is a finance and data build in the consultance.ai AI Build Library. 10 Claude prompts that run a CPA-grade month-end close and multi-entity consolidation on your own books, the technical accounting judgment a controller or Big 4 reviewer gets paid for. It fits Controllers, CFOs, VP Finance, accounting firm owners, and senior bookkeepers who want CPA-grade close and consolidation judgment without the all-nighter or the five-figure technical-accounting engagement. Setup difficulty is Medium, with 4 plain-English steps.
10 Claude prompts that run a CPA-grade month-end close and multi-entity consolidation on your own books, the technical accounting judgment a controller or Big 4 reviewer gets paid for.
It fits Controllers, CFOs, VP Finance, accounting firm owners, and senior bookkeepers who want CPA-grade close and consolidation judgment without the all-nighter or the five-figure technical-accounting engagement.
Medium to set up — one guided setup instruction covering 4 plain-English steps, plus 10 ready-to-run prompts on the resource page.
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.
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.
Month-End Close and Consolidation Prompts is the starting point. On a free AI audit we map where it fits your stack and what consultance.ai would build around it.
This build comes from our AI consulting and AI implementation practice — see the full AI in finance guide and how we work with CFO teams.