A guided setup tool for bringing a new bookkeeping client into a bookkeeping project. It asks about the business, tax area, bank accounts, payment services, invoices, and preferences, then creates the client's working files.

It is for creating a client profile, chart of accounts, customer list, statement instructions, filing calendar, and initial Google Sheets ledger.

It replaces a long manual setup with a structured interview and prepared client records. Bookkeeping means recording and organising a business's financial transactions.

How audrey-560/bookkeeper-starter configures Claude Code

Reuse

Borrowing it

Nothing to install: this file belongs to audrey-560/bookkeeper-starter. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file

curl -O https://raw.githubusercontent.com/audrey-560/bookkeeper-starter/main/.claude/skills/bk-onboard/SKILL.md

Clone the repo

git clone --depth 1 https://github.com/audrey-560/bookkeeper-starter

Made for: Claude Code.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

README.md

[![agentmods](https://agentmods.dev/badge/skills/audrey-560/bookkeeper-starter/bk-onboard/github.svg)](https://agentmods.dev/skills/audrey-560/bookkeeper-starter/bk-onboard)

Your own site

<a href="https://agentmods.dev/skills/audrey-560/bookkeeper-starter/bk-onboard"><img src="https://agentmods.dev/badge/skills/audrey-560/bookkeeper-starter/bk-onboard/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

Your own site · 80×15

<a href="https://agentmods.dev/skills/audrey-560/bookkeeper-starter/bk-onboard"><img src="https://agentmods.dev/badge/skills/audrey-560/bookkeeper-starter/bk-onboard.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 74 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.

When invoked 1,034 The whole file, excluding the scripts and references it only reads on demand.

Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.

Origin original No closer match found in the catalogue.

Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

Model	Per session	Once invoked
Fable 5.1	$0.00074	$0.01034
Opus 5.5	$0.00030	$0.00414
Sonnet 5.5	$0.00015	$0.00207
Haiku 4.5	$0.00007	$0.00103

Measured 2mo ago against content hash 8230856b5a0e, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

bk-onboard scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 2mo ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

.claude/skills/bk-onboard/SKILL.md · 83 lines

How it starts

The opening of the file, as written. The whole thing — 83 lines — stays where its author put it; the contents beside it link to each section on GitHub.

What This Skill Does

Interviews the user about a business's financial environment, then generates clients/<slug>/ in the bookkeeper project: profile.json, secrets template, customer registry, statement inbox with per-institution instructions, and (on confirmation) a fresh Google Sheets ledger with COA + tabs initialized from the jurisdiction pack. ~15 minutes of questions, then the system is ready for its first /bk-import.

Context

cd to the project root first.
Reference shapes: clients/sandbox-demo/profile.json (complete example), jurisdictions/*/pack.json (available packs), institutions/registry.json (supported institutions), docs/ONBOARDING.md (full question rationale).
The interview fills an answers JSON (same shape as profile.json + optional seed_customers / opening_balances); tools/new_client.py does the generation.

The Interview (1–2 questions at a time, adapt to what they've already told you)

1. Entity & jurisdiction

Legal/display name, entity type (corp / sole prop / partnership)
Country + province/state → pick the jurisdiction_pack (ca-on is production; us-federal and generic-vat are stubs — warn that a stub means their accountant must review tax treatment)
Fiscal year end (MM-DD), sales-tax registration + number + filing frequency, accountant (name + what they need: GIFI? plain statements?)

2. Money map — for EVERY account money moves through:

Institution, account nickname, currency, kind (bank / card / processor)
How data gets out: API (Wise), CSV download (which institution → check institutions/registry.json; unlisted → generic_csv and capture a sample CSV to build the column mapping NOW, not later)
Statement cadence, opening balance + as-of date
Assign GLs: banks 1010, 1015, 1020… / cards 2010, 2015… (unique, stable)

3. Revenue

Do they invoice? → prefix, starting number, payment terms, remittance details (bank transfer blocks for each currency they bill in)
Agencies/platforms that pay them (name, match substrings for deposit detection, commission %, gross-vs-net method)
Seed customers: name, currency, domestic-or-foreign (drives sales-tax treatment)

Read the full file on GitHub · 83 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

2mo ago First seen · 83 lines · 74 tokens per session scan A 8230856b5a0e

Subscribe to this mod's changes

bk-onboard is a skill published in the GitHub repository audrey-560/bookkeeper-starter (14 stars, last pushed 3mo ago), licensed MIT. It adds 74 tokens to every session and 1,034 once invoked, about $0.0003 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

Finance and fintech

bk-onboard next to 6 skills from other repositories
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bk-onboardaudrey-560/bookkeeper-starter	Skill	14	3mo ago	MIT	A	74	Claude Code
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bookkeeper-starter: Skill for Claude Code