Use when preparing Canadian tax review packets for T4 employment income, rental income, sole proprietorships, corporations, GST/HST, payroll, or slip season. Anchors the workflow in CRA source pages, uses Taxtips only for secondary checklist ideas, and…
Use when changing setup or uninstall behavior, onboarding intake, install-scope semantics, host registration docs, or setup-related agent guidance that should not live in AGENTS.md.
Initialize a new Beancount ledger from scratch. Chart of accounts for your business type, opening balances, Fava config, git initialization. Use after onboarding scope is clear and the user is ready to create files. CLEAR step: Meta
Root onboarding and routing command for CFO Stack. Start here when the user does not know which skill to use, needs first-run guidance, or wants the agent to decide whether to start zero-knowledge onboarding, set up a ledger, download statements, consult…
Beginner-friendly first-run guidance for users who do not understand bookkeeping, Beancount, or CFO Stack yet. Explains the workflow in plain language, gathers only high-level readiness information, and hands off cleanly to the right next skill. Use before…
Financial health assessment, FIRE planning, net worth tracking, and scenario modeling. Use when you want the big picture of your financial life. CLEAR step: R (Report)
Comprehensive ledger validation and integrity check. Verifies every transaction, checks for common errors, validates completeness, and produces an audit report. Use before filing taxes or at year-end. CLEAR step: Meta
Generate reusable processing scripts and pipelines. Turn repetitive L and E steps into scripts. Goal: 30 min/month for all bookkeeping. Use when you notice you're doing the same steps repeatedly. CLEAR step: A (Automate)