catchup-bookkeeping
OfficialReconstruct delinquent bookkeeping records.
Finance & Accounting#bookkeeping#tax preparation#reconciliation#catch-up#reconstruction#general ledger
AuthorAeyeOps
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill reconstructs historical bookkeeping records when a business has fallen behind, has incomplete data, or needs to prepare prior-year tax filings.
Core Features & Use Cases
- Backlog Assessment: Evaluates the scope of unrecorded activity and identifies data gaps.
- Entry Strategy: Guides the choice between summary journal entries or detailed transaction entry based on data availability and time constraints.
- Reconciliation: Ensures accuracy by reconciling each period's transactions against source documents.
- Use Case: A client needs to file taxes for the last three years but hasn't done bookkeeping since the first year. This Skill will guide the process of reconstructing the GL from bank statements and other available documents for those two delinquent years.
Quick Start
Use the catchup-bookkeeping skill to reconstruct the general ledger from bank statements for the period of January 2020 through December 2022.
Dependency Matrix
Required Modules
None requiredComponents
scriptsreferences
💻 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: catchup-bookkeeping Download link: https://github.com/AeyeOps/aeo-basis-plugin-marketplace/archive/main.zip#catchup-bookkeeping Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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