# Plan a better start for accounting client work

Plan accounting preparation workflows with business context, structured records and human review before professional judgement.

Canonical: https://aroai.com/industries/accounting/

## Start client preparation with context

Research a business, confirm the available entity details and organise the information the team needs for onboarding or a review.

## Make records easier to work through

Use approved input records to prepare structured summaries and exception worklists. Keep original source references and questions for a person's attention.

## Use the right dates

Add jurisdiction and working-day context when the workflow requires it. Check relevant source rules rather than assuming a date calculation is a statutory deadline.

## Featured workflow: client review worklist

Combine an authorised set of client records with supported business context. Summarise inputs, flag incomplete information and prepare a worklist for an accountant to review.

1. **Gather approved records** Preserve the references for each client document or supplied data record.
2. **Add available business context** Use the relevant source and note its country and returned fields.
3. **Prepare exceptions and questions** Organise missing or conflicting information without deciding its treatment.
4. **Review before professional use** A qualified team member validates the source records and next steps.

## What is available today

These are published workflow guides, not complete live industry tool packs. Today's MCP catalog includes New Zealand business-register and national calendar tools. Australia source tools and sector-specific data or system connections are coming soon. Use the guides to plan a workflow around approved inputs while current coverage is verified.

- [NZBN business search](https://aroai.com/tools/nzbn_search): The live public company research tool.
- [NZ public calendar](https://aroai.com/tools/nz_public_holidays): The live New Zealand national holiday and working-day tools.