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Chart of accounts

Skill bromso/metapowers/plugins/bookkeeping/skills/chart-of-accounts

A Claude Code plugin that adds an agentic skills framework, with MCP's and a meta prompting processes. Inspired by "Superpowers" & "Figma Console MCP", but not just for development or design; but for all aspect within the digital production cycle.

Install
npx -y skills add bromso/metapowers --skill chart-of-accounts

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Design a customized chart of accounts for the business

SKILL.md

2.2 KB, as published. Nobody here has run it

Chart of Accounts

Design a customized chart of accounts for "$ARGUMENTS". Structure the account hierarchy to match the business type, size, and reporting needs.

Prerequisites

None — utility skill, run anytime. Should be done before starting the bookkeeping cycle.

Process

  1. Understand the business:

    • What type of business? (service, retail, manufacturing, SaaS, etc.)
    • What size? (solo, small team, growing company)
    • What reporting is needed? (basic P&L, departmental, project-based)
    • Any industry-specific accounts? (inventory, WIP, deferred revenue)

  2. Design account structure:

    • Start from the shared template at shared/chart-of-accounts-template.md
    • Add industry-specific accounts
    • Remove accounts that don't apply
    • Adjust numbering for growth (leave gaps for future accounts)
    • Consider sub-accounts for detailed tracking

  3. Define account properties:

    • For each account: number, name, type, normal balance (debit/credit)
    • Group into categories: Assets, Liabilities, Equity, Revenue, COGS, Expenses
    • Mark which accounts are active vs. inactive
    • Note any accounts requiring special handling (tax, compliance)

  4. Validate the structure:

    • Ensure all transaction types have a home
    • Verify numbering is consistent and allows expansion
    • Check that the chart supports required financial reports
    • Confirm alignment with tax reporting categories

  5. Write the artifact to .metapowers/bookkeeping/$ARGUMENTS/chart-of-accounts.md with sections:

    • Business Context — type, size, and reporting needs
    • Account Listing — full chart with number, name, type, normal balance
    • Account Groups — summary of categories and their purpose
    • Usage Notes — guidance on when to use each account
    • Customization Log — what was changed from the template and why

Output

The chart of accounts written to .metapowers/bookkeeping/$ARGUMENTS/chart-of-accounts.md. Present a summary highlighting:

  • Total number of accounts by category
  • Key customizations for this business
  • Recommended accounts to add as the business grows

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