Small-business bookkeeping skills for converting financial evidence into accountant-reviewable outputs, including setup/context, receipt processing, expense categorization, bank reconciliation, tax preparation, monthly close, jurisdiction-aware tax references, plus specialized skills for home office, vehicle, meals, depreciation, 1099 contractors, and estimated taxes. Trigger on "help me with my bookkeeping", "set up my bookkeeping", "bookkeeping context", "chart of accounts", "process my receipts", "categorize expenses", "reconcile my bank statement", "get my books ready for taxes", "close the month", "organize my finances".
Create a bookkeeping context profile before downstream bookkeeping work. Captures entity type, tax jurisdiction, accounting method, chart of accounts baseline, connected tools, approval thresholds, record-retention policy, and review boundaries. Trigger on "set up my bookkeeping", "bookkeeping context", "chart of accounts", "cash or accrual", "configure my books", "what info do you need before bookkeeping".
Match book entries against bank or credit card statements to find discrepancies, missing transactions, and duplicates. Uses exact, near, and batch matching with balance verification. Trigger on "reconcile bank statement", "match transactions", "bank balance doesn't match", "close the books".
Assign transactions to tax-aligned expense categories using vendor name, line items, and amount patterns. Handles ambiguous vendors like Amazon by inspecting line-item detail from the receipt source. Supports split categorization and learns from user corrections. Trigger on "categorize expenses", "sort transactions", "assign expense categories", "what category is this".
Repeatable month-end close checklist for small businesses — lock the period, process outstanding receipts, categorize remaining items, reconcile all accounts, review large transactions, check contractor 1099 thresholds, generate monthly P&L summary. Trigger on "close the month", "month-end close", "monthly bookkeeping", "close the books".
Extract structured data from receipts and invoices for bookkeeping, expense tracking, and tax preparation. Supports email, photos, scanned images, PDFs, and accounting exports. Outputs vendor, date, amount, tax, line items as table, CSV, or JSON. Trigger on "process receipts", "extract receipts from email", "scan invoices", "capture expenses".
Organize financial records into tax-ready reports — P&L mapped to Schedule C lines, quarterly breakdowns, 1099 contractor summary, and flagged items requiring special treatment. Does not file taxes or give tax advice. Coordinates with specialized skills for meals, depreciation, home office, vehicle, and 1099 details. Trigger on "prepare for taxes", "tax prep", "Schedule C", "get ready for my accountant", "tax package".
Track independent contractor payments, collect W-9s, determine 1099-NEC filing requirements, and avoid penalties. Covers the $600 threshold (2025) and $2,000 threshold (2026), Jan 31 deadline, corporate exceptions, backup withholding, and penalty schedule ($60–$660/form). Trigger on "1099", "contractor payment", "do I need to file a 1099", "W-9", "independent contractor".