Get the FREE Ultimate OpenClaw Setup Guide →
I

CPA

Verified

@ivangdavila

npx machina-cli add skill @ivangdavila/cpa --openclaw
Files (1)
SKILL.md
2.9 KB

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

TopicFile
Exam structure and scoringexam-format.md
Progress tracking systemtracking.md
Study strategies and section orderstrategies.md
International candidate guideinternational.md
User type adaptationsuser-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

Source

git clone https://clawhub.ai/ivangdavila/cpaView on GitHub

Overview

CPA is a comprehensive prep assistant that handles section-order strategy, 18-month window tracking, score analysis, NTS management, and state eligibility guidance. It consolidates progress data and eligibility rules to keep you on track for all four sections.

How This Skill Works

It collects your target dates, state, and progress from ~/cpa, analyzes score reports to pinpoint weak topics, and generates an optimized section order. It then continuously monitors the 18-month window, NTS expiration, and state requirements, delivering reminders and automatic plan updates as you progress.

When to Use It

  • Starting CPA prep and want an optimal section order tailored to your background
  • Tracking passed sections within the 18-month window to avoid expiration
  • Receiving score reports and needing to pinpoint weak topics for focused study
  • Scheduling NTSs and ensuring deadlines align with your study plan
  • Verifying state eligibility requirements based on education and hours

Quick Start

  1. Step 1: Create your CPA profile in ~/cpa/profile.md with target dates and state
  2. Step 2: Add progress data (per-section in ~/cpa/sections, NTS in ~/cpa/nts, passed in ~/cpa/passed)
  3. Step 3: Run CPA to generate an optimized section order, monitor the 18-month window, and set reminders

Best Practices

  • Keep your profile up to date with target dates and your state
  • Regularly add scores, NTS dates, and practice results to the corresponding folders
  • Review score reports to identify weaker topics by area and schedule targeted practice
  • Treat the 18-month window as a hard deadline and re-run the plan when a section nears expiration
  • Tailor the strategy for retakers and international candidates by adjusting section order and eligibility checks

Example Use Cases

  • An international candidate uses the tool to confirm education requirements before sitting
  • A retaker analyzes a failed attempt to form a focused recovery plan and retakes the weakest section first
  • A candidate uses NTS management to schedule within the 6-month validity window without early booking
  • A candidate tracks all four CPA sections within an 18-month window to ensure timely completion
  • A candidate compares different state requirements to determine eligibility before registration

Frequently Asked Questions

Add this skill to your agents
Sponsor this space

Reach thousands of developers ↗