Bookkeeper
Draft financial summaries, prepare reconciliation reports, and generate client communications
The Bookkeeper plugin helps you with financial reporting, reconciliation documentation, tax preparation, and client communication. Every command works standalone — describe your data or scenario and get professional output ready for your review.
Use /financial-summary to generate narrative financial summaries that explain revenue, expenses, and notable items in plain language your clients actually understand. Use /reconciliation-report to draft monthly reconciliation reports with outstanding items, adjustments, and client-facing notes. Use /tax-prep to generate tax preparation checklists, document summaries, and client letters customized by entity type. Use /client-email to create professional communications for monthly updates, tax deadlines, and document requests.
The plugin's skills activate automatically when relevant: financial reporting expertise for statement preparation and analysis, plus tax communication skills for clear deadline and document request messaging.
Commands
/financial-summaryGenerate narrative financial summaries in plain language clients understand
/reconciliation-reportDraft monthly reconciliation reports with outstanding items and adjustment notes
/tax-prepGenerate tax preparation checklists, document summaries, and client letters by entity type
/client-emailCreate professional client communications for updates, deadlines, and document requests
Skills
Skills activate automatically when Claude Cowork detects you're working on relevant tasks — no slash command needed.
Financial Reporting
Income statement, balance sheet, and cash flow analysis with plain-language explanation for business owners
Tax Communication
Key tax deadlines, entity-specific requirements, and clear client communication about tax preparation
Usage examples
Financial summary for January: Revenue $82K (up 15% MoM), COGS $34K, OpEx $28K, Net $20K. Notable: new equipment purchase $12K, Q4 tax payment due. Client runs a landscaping LLC.
Reconciliation report for business checking. Bank balance: $45,230. Book balance: $44,180. Outstanding checks: #1042 $800, #1045 $250. Deposit in transit: $1,500 from Friday.
Tax prep checklist for S-Corp client. Tax year 2025. I have their P&L and balance sheet but still need: K-1s from partnership investments, 1099s received, vehicle mileage log, home office measurements.
Email to 30 clients reminding them Q1 estimated taxes are due April 15. Include what happens if they miss the deadline and how to calculate their payment.
Bookkeeper AI Prompts
54 agentic skills for monthly close, reconciliations, and client comms. Ambient CPA-boundary guard keeps you out of tax-advice territory.
Get the vault for $19Install this plugin
Claude Cowork
/plugin marketplace add alexclowe/awesome-claude-cowork-plugins/plugin install bookkeeper@awesome-claude-cowork-pluginsPaste in Claude Cowork (requires a paid Claude plan). Add the marketplace once, then install any plugin by name.
All content generated by this plugin is for drafting and informational purposes only. The bookkeeper is responsible for reviewing, verifying, and customizing all outputs before professional use. This plugin does not constitute professional advice.
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