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Derive adjusted TB via roll_tb --adjusted only. Use when adjusted TB or ATB.
Mit Codex oder Claude installieren Kopieren Sie diesen Prompt, fügen Sie ihn in Codex, Claude oder einen anderen Assistant ein und lassen Sie die Skill-Seite prüfen und installieren.
Basierend auf der SOC-Berufsklassifikation
Default for throw-work: dump a folder, "do the accounting", "sort my books", year end, prepare financial statements / MPERS pack without naming a stage. One intake then books; resumes from engagement_state.json. Depth-scoped done.
Human pack (HTML board) plus statements when depth needs them. Use when presenting books, opening the pack, or drafting FS/notes from adjusted TB.
Prove the job for this engagement depth (books scorecard or full QC).
Optional router if lost — which slash to use. Prefer saying do the accounting.
Scaffold clients/<slug> folder layout. Use when new client folder or workspace layout. Also the shelf step: organize scattered docs by entity and period before extract (see shared/shelf-first.md).
Firm profile cold-start (not a client dump). Use when set up the firm or first install.
| name | adjusted-trial-balance |
| description | Derive adjusted TB via roll_tb --adjusted only. Use when adjusted TB or ATB. |
Doctrine deleted. ATB =
roll_tb(journals.json + journals_ye.json). Seeshared/kernel-contract.md.
python3 scripts/roll_tb.py --client-dir <client> --adjusted
# or
npx @cynco/accounting-skills tb <client> --adjusted
Writes workpapers/tb_adjusted.json. Fail if difference ≠ 0.
journals.json balanced (from post_journals.py or validated pack).journals_ye.json present (empty journals: [] only if no AJEs and documented).Done when: tb_adjusted.json exists with difference == 0 via roll_tb.py --adjusted.
Standards review → present FS from this ATB only (prepare-primary-statements).