Small-business bookkeeping skills — receipt processing, expense categorization (Schedule C mapped), bank reconciliation, tax preparation, monthly close, plus specialized skills for home office, vehicle, meals, depreciation, 1099 contractors, and estimated taxes. Trigger on "help me with my bookkeeping", "process my receipts", "categorize expenses", "reconcile my bank statement", "get my books ready for taxes", "close the month", "organize my finances".
A collection of AI agent skills for small-business bookkeeping. Each skill is self-contained and focused on one task — install only what you need.
These handle the main bookkeeping loop: capture → categorize → reconcile → close → prepare for taxes.
| Skill | Description |
|---|---|
| receipt-processing | Extract structured data from receipts and invoices via email, photos, PDFs, or OCR |
| expense-categorization | Assign transactions to tax-aligned categories with vendor matching and confidence scoring |
| bank-reconciliation |
| Match book entries against bank statements using tiered matching (exact → fuzzy → batch) |
| monthly-close | Run a repeatable 9-step month-end close checklist |
| tax-prep | Compile tax-ready P&L, Schedule C mapping, and documentation package |
Deep-dive skills for specific tax topics. Load these when the user has a question about a particular area.
| Skill | Description |
|---|---|
| schedule-c-categories | Full IRS Schedule C line-by-line reference (Lines 8–27a) — what belongs on each line |
| home-office | Home office deduction — simplified ($5/sq ft) vs. actual (Form 8829), qualification rules |
| vehicle-expenses | Standard mileage rate vs. actual expenses, method lock-in, mileage log requirements |
| meals-deduction | Business meals at 50%, required documentation, entertainment at 0%, 2026 on-premises change |
| depreciation-assets | De minimis ($2,500), Section 179, bonus depreciation phase-out, MACRS class lives |
| contractor-1099 | 1099-NEC filing — W-9 collection, $600/$2,000 thresholds, deadlines, penalties |
| estimated-taxes | Quarterly estimated payments (1040-ES), self-employment tax, safe harbor rules |
Treat these skills as operating procedures, not just informational articles.
Start with receipt-processing — it's the foundation. Then:
Load specialized skills (home-office, vehicle, meals, etc.) on demand when those topics come up.
When a user says any of the following, one or more skills apply: