Setup & Installation
Or with the ClawHub CLI, for registry-managed skill folders outside a full OpenClaw workspace:
What This Skill Does
Bookkeeping Basics guides solopreneurs through setting up and maintaining a simple financial tracking system. It covers accounting software selection, expense categorization, bank reconciliation, and reading basic financial statements. Not a substitute for professional accounting advice — complex situations require a CPA.
A consistent monthly routine of 30-60 minutes prevents the year-end scramble that turns tax prep into a costly, time-consuming emergency.
When to use it
- Categorizing monthly business expenses before filing taxes
- Setting up accounting software for a new freelance business
- Reconciling a bank account against transaction records each month
- Generating a year-end profit and loss report
- Tracking and following up on overdue client invoices
Example Workflow
Here's how your AI assistant might use this skill in practice.
User asks: How do I set up bookkeeping for my new freelance business?
- 1Recommends Wave as a free starting point given no existing revenue
- 2Walks through creating a chart of accounts with 10-15 categories covering common solopreneur income and expenses
- 3Explains how to connect a business bank account for automatic transaction import and categorization
- 4Describes the monthly reconciliation process: downloading statements, matching records, and investigating mismatches
- 5Outlines a monthly checklist covering reconciliation, P&L review, invoice follow-up, and tax savings transfers
A configured bookkeeping setup with a chart of accounts, connected bank feed, and a repeatable monthly routine to stay current year-round
Requirements
Accounts, API keys, or tools you or your AI assistant may need to set up while using this skill.