cfo-ledger-ops

Original：🇺🇸 English

Translated

Use when changing CFO Stack ledger conventions, process docs, Beancount metadata rules, or canonical ledger/file layout guidance that should stay out of AGENTS.md.

1installs

Sourcemikechongcan/cfo-stack

Added on2026-04-04

NPX Install

npx skill4agent add mikechongcan/cfo-stack cfo-ledger-ops

SKILL.md Content

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CFO Ledger Ops

Use this skill when the task touches:

canonical C.L.E.A.R. workflow guidance
Beancount account, metadata, or policy conventions
expected ledger file layout
monthly, quarterly, or year-end operating sequences
docs or prompts that describe how CFO Stack ledgers should be structured

Canonical Workflow

The C.L.E.A.R. cycle is:

Capture -> Log -> Extract -> Automate -> Report

Default operating sequences:

Monthly:

/capture

->

/classify

->

/reconcile

->

/report

->

/snapshot

If files are not on disk yet:

/statement-export

or

/statement-export-private

->

/capture

Quarterly:
```
/quarterly-tax
```
->
```
/tax-plan
```
Year-end:
```
/audit
```
->
```
/report
```
->
```
/snapshot
```

Use

/consult

when the user needs cross-model thinking on:

ambiguous bookkeeping treatment
tax framing or IRS/CRA interpretation questions
competing ledger-modeling approaches
workflow or reporting tradeoffs that benefit from external model comparison

For IRS/CRA questions, anchor the work in official-source text or the jurisdiction pack first. Model output is review input, not compliance approval.

Beancount Conventions

Operating currencies:
```
CAD
```
,
```
USD
```
unless the ledger says otherwise

Account hierarchy example:

Assets:Bank:InstitutionName

,

Expenses:Category:Subcategory

Policy lookup order: ledger-local
```
cfo-stack.yaml
```
, then global
```
~/.cfo-stack/config.yaml
```

Metadata tags:

```
classify: auto|confirmed|manual
```
```
receipt: path/to/file
```
```
receipt-ocr: path/to/processed/file
```

Balance assertions are required at monthly close
Recoverable sales tax belongs in receivable/asset accounts, not expense accounts

Canonical Ledger Layout

text

ledger/
├── cfo-stack.yaml
├── capture/
│   └── statement-export.yaml
├── main.beancount
├── accounts.beancount
├── YYYY/
│   ├── MM-transactions.beancount
│   └── MM-reconciliation.beancount
├── prices.beancount
├── tax/
│   └── jurisdiction.yaml
└── rules/
    └── classify-rules.yaml

Editing Guidance

Prefer updating the most specific slash-skill under
```
skills/*/SKILL.md
```
when behavior is command-specific.
Keep
```
AGENTS.md
```
limited to durable repo-wide guardrails and routing hints.
If a convention becomes detailed enough to need examples or edge cases, keep the detail here or in another repo-local skill instead of expanding
```
AGENTS.md
```
.