build-my-chart-of-accounts

Community

Draft a startup-ready chart of accounts fast

Authorakiotanaka847
Version1.0.0
Installs0

System Documentation

What problem does it solve?

It helps startups create a correct, opinionated chart of accounts that matches their entity type, accounting method, revenue model, and bank setup—without silently breaking historical categorizations.

Core Features & Use Cases

  • Startup-optimized structure: Produces assets, liabilities, equity, revenue, cogs, and operating expense categories with practical startup breakouts like R&D, Sales & Marketing, and General & Admin.
  • Accounting-method aware: Shapes lines for cash vs. accrual workflows (including deferred revenue and accrued PTO as appropriate).
  • Revision-safe code changes: Supports in-place revisions that preserve every unchanged code so historical categorizations don’t reroute.
  • Bank-account reconciliation mapping: Generates one cash sub-line per registered bank account for cleaner reconciliation mapping.
  • Practical integration options: Can optionally read existing chart details from accounting tools and billing context from Stripe to improve the first draft.

Quick Start

Use build-my-chart-of-accounts to draft your startup’s chart of accounts by answering the questions about your entity type, cash vs. accrual, bank accounts, revenue model, and (optionally) stock-comp posture.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: build-my-chart-of-accounts
Download link: https://github.com/akiotanaka847/qaio-desktop/archive/main.zip#build-my-chart-of-accounts

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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