Contains verified engagement letter templates (AICPA SSTS No. 1, IRC 7216, limitation of liability clauses), client onboarding checklists, and billing/pricing model frameworks with collection escalation procedures. Engagement lifecycle, realization rate formulas, write-down analysis, client profitability metrics, scope change amendments, disengagement letters, welcome packages, year-end planning letters, missing information escalation cadence, and pre-engagement screening criteria. Consult when drafting or customizing an engagement letter, onboarding a new client, evaluating client acceptance or continuance, selecting a pricing model (hourly vs fixed-fee vs value-based vs subscription), setting up billing or invoicing, writing client communications (welcome package, tax organizer, deadline reminders, deliverable cover letters), handling scope changes or fee adjustments, calculating realization rates or client profitability, managing collection escalation for past-due invoices, or executing a formal client disengagement.
Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI
Supported by the Atlas install prompt. Skill-specific requirements vary.
Skill stats
Skills1CategoryGrowth & marketingStars0
About this skill
Contains verified engagement letter templates (AICPA SSTS No. 1, IRC 7216, limitation of liability clauses), client onboarding checklists, and billing/pricing model frameworks with collection escalation procedures. Engagement lifecycle, realization rate formulas, write-down analysis, client profitability metrics, scope change amendments, disengagement letters, welcome packages, year-end planning letters, missing information escalation cadence, and pre-engagement screening criteria. Consult when drafting or customizing an engagement letter, onboarding a new client, evaluating client acceptance or continuance, selecting a pricing model (hourly vs fixed-fee vs value-based vs subscription), setting up billing or invoicing, writing client communications (welcome package, tax organizer, deadline reminders, deliverable cover letters), handling scope changes or fee adjustments, calculating realization rates or client profitability, managing collection escalation for past-due invoices, or executing a formal client disengagement.
Quick start
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Contains verified engagement letter templates (AICPA SSTS No. 1, IRC 7216, limitation of liability clauses), client onboarding checklists, and billing/pricing model frameworks with collection escalation procedures. Engagement lifecycle, realization rate formulas, write-down analysis, client profitability metrics, scope change amendments, disengagement letters, welcome packages, year-end planning letters, missing information escalation cadence, and pre-engagement screening criteria. Consult when drafting or customizing an engagement letter, onboarding a new client, evaluating client acceptance or continuance, selecting a pricing model (hourly vs fixed-fee vs value-based vs subscription), setting up billing or invoicing, writing client communications (welcome package, tax organizer, deadline reminders, deliverable cover letters), handling scope changes or fee adjustments, calculating realization rates or client profitability, managing collection escalation for past-due invoices, or executing a formal client disengagement.
About this listing
Category
Growth & marketing
Reported license
MIT
Listing language (estimated)
English
Review status
Not individually reviewed
Agent compatibility
Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.
Claude Code
Codex
Cursor
GitHub Copilot
Gemini CLI