bookkeeping-setup

Bookkeeping Setup

Create the operating context that every later bookkeeping skill should use. Without this profile, agents guess about entity type, accounting method, tax treatment, approval boundaries, and chart-of-accounts structure.

Use this skill first for a new business, a new agent workspace, a messy catch-up project, or any workflow where the downstream skills do not yet know how the books are supposed to work.

Output

Produce a bookkeeping_context_profile and a short setup checklist. Store or return it in a reviewable format the user can reuse.

Minimum profile:

bookkeeping_context_profile:
  business:
    legal_name:
    trade_name:
    entity_type:
    jurisdiction:
    home_currency:
    fiscal_year_end:
  tax:
    country:
    filing_context:
    sales_tax_or_vat_registered:
    payroll_in_use:
    contractor_payments_expected:
  accounting:
    method: cash | accrual | unknown
    books_tool:
    bank_accounts:
    credit_cards:
    connected_sources:
    chart_of_accounts_baseline:
  operations:
    receipt_sources:
    bank_statement_sources:
    recurring_vendors:
    approval_thresholds:
    posting_policy:
    record_retention_policy:
  review:
    can_auto_draft:
    requires_user_approval:
    requires_accountant_review:
    open_questions:

Procedure

1. Check for existing context

Before asking questions, look for an existing bookkeeping context profile in the project, workspace notes, accounting export, onboarding doc, or prior agent output.

If a usable profile exists, summarize it and only ask for missing or stale fields. Do not restart setup from scratch.

2. Capture business identity

Record:

• legal name and trade name
• entity type, such as sole proprietor, single-member LLC, partnership, S corporation, C corporation, nonprofit, or unknown
• tax jurisdiction and home currency
• fiscal year end
• owner or finance contact

If entity type is unknown, keep it as unknown and route entity-specific tax treatment to user or accountant review.