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Builds a client's close profile by pulling answers from existing sources first (CRM, call notes, prior workpapers), then asking up to eight questions to fill the gaps. You review and approve the whole profile before it saves, and every close skill after this one reads from it.
| Detail | Example |
|---|---|
| Sources to harvest first | CRM, call notes, prior workpapers |
| Framework, basis, and readers | US GAAP, accrual, lender with covenants |
| What builds up outside the bank | inventory, loans, leases, related parties |
| Schedules and where each lives | prepaids, fixed assets, deferred revenue |
Any CRM, document store, or accounting system
A profile every close skill reads: basis and framework, who relies on the statements and what that costs when wrong, the business reality in the client's own words with the method that governs each fact and where its data lives, materiality and how it was chosen, the account and evidence map, risk areas, recurring schedules, estimation policies, and one close state home per client so a team shares one set of artifacts. Questions are asked in batches, never one at a time, and any the user's files already answer are inferred and confirmed rather than asked. Closes run fine without a profile; they are just sharper with one.