Bookkeeping Ops Skills
Sheet 01 · Overviewv1.4.0 · MIT · Nov 2026

Bookkeeping ops skillsfor AI agents

Open-source skills for getting a small business's books caught up before a deadline someone else set — a tax date, an IRS letter, a lender, an accountant — keeping them caught up, and paying quarterly taxes on time. Built for small business owners, freelancers and solo operators. For Claude Code, the Claude app, Codex, Cursor, and any agent that reads skills.

bookkeeping-ops-skills — zsh
$ npx skills add CharleneTStrain/bookkeeping-ops-skills
✓ resolved 3 skills · claude code, codex, cursor
✓ bookkeeping-ops-context installed first · read by every other skill
DeadlineFirst, always
.xlsxWorkbook you keep
1Shared context file
MITFree to use and fork
Sheet 02 · How it worksClick any skill to open it

One context file. Every bookkeeping job.

Run bookkeeping-ops-context once. It writes down how your business is set up, its accounts and payment processors, its software, who does the books and taxes, and what's due when. Every other skill reads that file first, so it only asks you for what's specific to the job. It never stores account numbers, tax ID numbers, or passwords.

bookkeeping-ops-context.agents/bookkeeping-ops-context.md · read first by every skill
Sheet 03 · RulesBuilt into every skill

What every skill holds to

The same four rules run through the whole library, so the plan you get starts from your deadline and is built on your own books.

Rule 1

Deadline first.

Every plan works backwards from the date someone else set, and finishes a week before it.

Rule 2

Your books, not averages.

Plans are built from your own accounts and volume. Estimates are marked as estimates.

Rule 3

Planning, not tax advice.

No guesses at this year's tax bill or penalties. Those go to your CPA.

Rule 4

No judgment.

Skills say where your books are and the next step. Never that you fell behind on purpose.

Sheet 04 · Library

All skills

Sheet 05 · InstallPick one

Install in one line