The Nine Belts CPA Edition

Mission

Create the two Harada matrices that become the engine for every CPA deliverable and every performance claim thereafter.

What You Build

• Productivity Harada Matrix (64 deliverables) for your CPA role (industry or public)—month-end close, AP/AR, workpapers, PBCs, tax packs, audit analytics, CFO narratives, etc.
• Performance Harada Matrix (64 metrics)—close cycle time, touches per transaction, review rework %, forecast MAPE, write-downs, DSO/DPO, "Freed Payroll," and QA error rates.

Library Unlock

Orientation only (no new prompts yet). Map each deliverable/metric to the relevant prompt packs.

Metrics & Proof

Baseline time/cost per deliverable; baseline error rate; baseline Freed Payroll.

Pass Criteria

Matrices completed, top-20 deliverables prioritized with ROI score, measurement plan documented.

Mission

Leverage LLMs without integrations to draft, explain, and standardize faster.

What You Build

5 reusable micro-workflows:

• Client memo drafts (accounting policy, GAAP/IFRS cites, independence language).
• Variance explanation generator (BvA → reasons → executive summary).
• PBC request composer with clear acceptance criteria.
• Engagement letter first-draft assistant (scope, risks, deliverables).
• "Plain-English" explainer for complex entries (ASC references as footnotes).

Library Unlock (16)

Communication & documentation pack.

Metrics & Proof

≥30% reduction in drafting time; reviewer satisfaction (qualitative) + samples.

Pass Criteria

Before/after artifacts showing time saved and quality maintained.

Mission

Turn goals into a month-end close action plan with role hand-offs and AI guardrails.

What You Build

• 30/60/90-day close acceleration roadmap with SLA by task.
• Auto-prompted close checklist with acceptance criteria and tie-out points.
• Risk & control prompts (who approves what; segregation of duties).

Library Unlock (16)

Planning & close orchestration pack.

Metrics & Proof

Close cycle time ↓ ≥20%; rework rate stable or ↓.

Pass Criteria

Executed plan + one close completed using the checklist and prompts.

Mission

Build knowledge that learns from your own corpus (policies, COA, prior memos).

What You Build

• Structured knowledge base (chart of accounts, policies, SOPs, prior workpapers).
• "COA Explainer" and "Policy Guardrail" critique prompts that cite source snippets.
• Stylebook for firm voice, disclaimers, and sign-off language.

Library Unlock (16)

Knowledge & policy pack.

Metrics & Proof

Time-to-answer policy questions ↓ ≥50%; citation accuracy tracked.

Pass Criteria

10 Q&A traces with sources; zero hallucinated citations in review.

Mission

Use AI to challenge the numbers, not just narrate them.

What You Build

• Analytical procedures prompt-chain (trend, ratio, common-size, anomaly flags).
• Variance reason-coding taxonomy + "ask-for-evidence" follow-ups.
• Tick-mark explainer & reviewer query pack.

Library Unlock (16)

Assurance & critique pack.

Metrics & Proof

Review time ↓ ≥30%; issues-found per 1,000 lines ↑ (without false positives spike).

Pass Criteria

One period's analytics review signed-off with AI-generated working notes.

Mission

Convert individual tasks into end-to-end processes with human-in-the-loop QA.

What You Build

• AP Inbox Triage: intake → extract → propose coding → reviewer → post.
• Receipts → Journal Entry micro-flow with acceptance criteria.
• Close Orchestrator that sequences White/Yellow/Green assets.

Library Unlock (16)

Transactions & throughput pack.

Metrics & Proof

Touches per transaction ≤1; proposed coding accuracy ≥98% after reviewer.

Pass Criteria

One AP/AR stream live for a full cycle with metrics captured.

Mission

Connect controller operations to CFO insights (and, where relevant, Tax/Audit).

What You Build

• 13-Week Cash Flow orchestration with driver-based scenarios.
• Sales-to-Revenue bridge (pipeline → revenue → cash) narrative generator.
• Budget vs. Actual "executive narrative" with risk & opportunity surfacing.

Library Unlock (16)

FP&A & CFO narrative pack.

Metrics & Proof

Forecast MAPE ≤10% on near-term buckets; prep time <60 minutes per refresh.

Pass Criteria

2 consecutive weekly updates with documented accuracy and variance commentary.

Mission

Reproduce high-value deliverables so the firm controls speed and cost.

What You Build

• PBC Auto-Chaser (requests → reminders → evidence acceptance criteria).
• Working Trial Balance mapper (source → standardized WTB with roll-forwards).
• Tax workpaper pack builder (binder content list, tie-outs, roll-forward notes).

Library Unlock (16)

Audit & Tax deliverables pack.

Metrics & Proof

PBC completion rate ↑ ≥25%; prep time ↓ ≥50%; write-downs ↓.

Pass Criteria

One engagement completed with the reversed deliverable set and QA sign-off.

Mission

Institutionalize AI as an operating system—governance, training, and ROI compounding.

What You Build

• Firm AI Governance Charter (ethics, privacy, controls, approval tiers).
• Role-Based Prompt Catalog (all 128 prompts) organized by Harada deliverables & metrics.
• Freed Payroll Reallocation Plan (hours saved → higher-margin work) with math proof.
• Quality Dashboard (cycle times, accuracy, issues found, client NPS).

Library Unlock (16)

Governance, deployment & coaching pack (completes all 128).

Metrics & Proof

Firm-level Freed Payroll ≥15%, stable or improved QA error rate, reduced cycle times across at least 3 processes, uplift in NPS or write-downs.

Pass Criteria

Charter adopted, catalog deployed to >70% of targeted roles, dashboard live, capstone audit passed.