Prepare notes
Skill cynco-labs/ai-accounting-skills/accounting-engagement/skills/prepare-notes
Agent-native accounting skills for Claude Code — folder dump → books → Beancount + Fava. MPERS, smart intake, hard gates.
npx -y skills add cynco-labs/ai-accounting-skills --skill prepare-notesAssembled from the repository path, not quoted from the project. Check it against their README if it does not work.
2 things to look at
- 29 days oldThe repository was created 29 days ago. New is not bad, but a brand new repository carrying a familiar-sounding name is the shape a typosquat arrives in, and there has been no time for anyone else to find a problem with it.
- 2 stars2 stars. Stars are a popularity signal and not a quality one, but at this level it is likely that nobody has read this closely except its author, and you would be relying on your own review.
What its author says it does
Copied from the file, not written here
Draft notes tied to primary statements. Use when notes to FS or disclosure draft.
SKILL.md
1.9 KB, 434 tokens by cl100k_base, as published. Nobody here has run it
/prepare-notes
Purpose
Notes are often the longest part — be complete and tied to primaries.
Templates (load these)
For MPERS engagements, load scaffolds from:
references/notes-templates/mpers/ (see 00_index.md)
| Order | Template |
|---|---|
| 1 | 01_corporate_information.md |
| 2 | 02_basis_of_preparation.md |
| 3 | 03_significant_accounting_policies.md |
| 4 | 04_critical_judgements.md |
| 5+ | PPE, receivables, payables, borrowings, revenue, employee benefits, equity, cash |
| End | Related parties, commitments/contingencies, subsequent events |
For other jurisdictions, load references/jurisdictions/<id>/notes-templates/ if present; otherwise adapt MPERS scaffolds and label framework differences.
Structure (typical MPERS set)
- Corporate information
- Basis of preparation
- Significant accounting policies
- Critical accounting estimates 5–N. Note-by-note breakdowns matching SOFP/SOCI lines Final: Related parties, commitments, contingencies, events after reporting period, authorisation
Tie rules
- Note totals = primary statement lines
- PPE note rolls cost & accum dep to SOFP carrying amount
- Borrowings note current/non-current split = SOFP
- Related party note includes directors' remuneration where required
- Every filled amount cites ATB code, schedule, or prior signed FS — never invent
Sources
ATB, FAR, loan schedules, MPERS technical review findings, prior year notes (update, don't copy blindly).
Completeness
After drafting, run or mirror /mpers-accounting:disclosure-checklist.
Completion
Done when: notes pack ties to primaries; material disclosure gaps listed or filled.
Output
Full notes draft + cross-ref index (Note # ↔ FS line) + list of notes still [PENDING source].