set-up-my-books

What problem does it solve?

Set up accurate bookkeeping context from scratch by running a structured founder interview and (optionally) capturing an opening trial balance, so downstream bookkeeping skills can operate on reliable facts.

Core Features & Use Cases

• Founder interview to create a live bookkeeping brief: Captures entity details, fiscal year, cash vs. accrual, accounts, payroll posture, revenue model, investor cadence, and tax preparer information.
• Opening trial balance capture (optional mode): In mode=opening-balances, ingests balances from a spreadsheet/CSV (or inline rows), validates totals, and writes a structured opening trial balance configuration.
• Guardrails for downstream skills: Requires the brief first and explicitly refuses substantive work without it.

Quick Start

Run the set-up-my-books skill and answer one question at a time to draft your bookkeeping brief; if you have it, also trigger mode=opening-balances to import your opening trial balance.