[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M70S1AMCV8JAGJMPSHTDS8ZJ":3,"skill-same:01M70S1AMCV8JAGJMPSHTDS8ZJ":61},{"skillNo":4,"name":5,"nameZh":6,"description":7,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":16,"categories":17,"keywords":18,"publishedAt":30,"linkOnly":31,"markdownContent":32,"markdownBody":33,"frontMatter":34,"refName":38,"commitSha":39,"skillDirectory":40,"forksCount":41,"repositoryHtmlUrl":42,"repositoryHomepageUrl":6,"ownerHtmlUrl":43,"ownerBlogUrl":44,"ownerDescription":45,"updatedAt":46,"install":47,"resources":60},"01M70S1AMCV8JAGJMPSHTDS8ZJ","bookkeeping-practice-intake-assessment",null,"Run a structured intake and initial assessment for small businesses, sole traders and accountants in a bookkeeping practice and client premises.\nTRIGGERS - Use when a bookkeeper needs a intake & initial assessment for small businesses, sole traders and accountants in a bookkeeping practice and client premises.","lionelsimai\u002Fclaude-skills-collection","lionelsimai","https:\u002F\u002Favatars.githubusercontent.com\u002Fu\u002F260158848?v=4","01M6CHZPS8G9TSB113TT0BBM6E","Lionel ","01M6CHZPXGW2SPE3BHQTGJ0S8J",38,"MIT","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fbookkeeping-practice-intake-assessment\u002FSKILL.md",[],[19,20,21,22,23,24,25,26,27,28,29],"bookkeeping practice intake assessment","bookkeeping","intake","assessment","for","run","triggers","client","use","when","structured","2026-11-10 10:12:30",false,"---\nname: bookkeeping-practice-intake-assessment\ndescription: |\n  Run a structured intake and initial assessment for small businesses, sole traders and accountants in a bookkeeping practice and client premises.\n  TRIGGERS - Use when a bookkeeper needs a intake & initial assessment for small businesses, sole traders and accountants in a bookkeeping practice and client premises.\ncategory: Bookkeeping Practice\nlicense: MIT\nversion: 1.0\n---\n# Intake & Initial Assessment — Bookkeeping Practice\n\nRun a structured intake and initial assessment for small businesses, sole traders and accountants in a bookkeeping practice and client premises. The deliverable is a completed intake record and initial assessment summary.\nThis skill is written for a bookkeeper working with small businesses, sole traders and accountants in a bookkeeping practice and client premises.\n\n## When to use\n- You are a bookkeeper preparing, delivering or reviewing this part of your work in a bookkeeping practice and client premises.\n- You need a defensible, repeatable approach that produces a completed intake record and initial assessment summary.\n- A colleague, auditor or client asks how this was done and what evidence supports it.\n\n## Key Concepts\n| Term | Meaning |\n|------|---------|\n| Reconciliation | matching records against bank statements to find differences |\n| Ledger | the record of transactions by category |\n| Accruals | recognising income or costs in the period they relate to |\n\n## Workflow\n1. **Step 1** - Confirm identity, consent and the reason for referral or engagement, and open the record that will hold bank reconciliations\n2. **Step 2** - Gather history and current circumstances from small businesses, sole traders and accountants, using the standard intake structure for a bookkeeping practice and client premises\n3. **Step 3** - Record baseline observations and measurements relevant to reconciliation timeliness, noting anything that changes the priority of the case\n4. **Step 4** - Flag immediate concerns — especially miscoded transactions — and escalate or fast-track anything urgent before proceeding\n5. **Step 5** - Summarise findings for small businesses, sole traders and accountants in plain language, agree the next step, and file the intake section of bank reconciliations\n\n## Profession-Specific Components\n| Component | Details for Bookkeeping Practice |\n|-----------|-------------------------------|\n| Core documentation | bank reconciliations; sales and purchase ledgers; VAT returns; payroll journals |\n| Core tools & equipment | cloud accounting software; receipt capture apps; bank feeds; document storage |\n| People involved | small businesses, sole traders and accountants; the bookkeeper; colleagues and other services in a bookkeeping practice and client premises |\n| Primary record | bank reconciliations — keep it current, dated and attributable |\n\n## Output Format\n**Context:** [Situation in a bookkeeping practice and client premises] | **Objective:** [What this must achieve] | **Audience:** [small businesses, sole traders and accountants and other stakeholders]\n\nThe finished output is a completed intake record and initial assessment summary, structured as:\n1. Summary of position and evidence\n2. Detail, following the workflow above\n3. Decisions, actions, owners and dates\n4. Review point and escalation route\n\n### Action Plan\n1. **Immediate:** Confirm scope, consent and the evidence available in bank reconciliations.\n2. **Short-term:** Complete the workflow steps and record outcomes against reconciliation timeliness.\n3. **Medium-term:** Review results, close actions, and update local procedures in a bookkeeping practice and client premises.\n\n## Success Metrics\n| Metric | Target | Method |\n|--------|--------|--------|\n| reconciliation timeliness | Agree a local target and track the trend | Measured from bank reconciliations and reviewed on a set cycle |\n| error rates | Agree a local target and track the trend | Measured from bank reconciliations and reviewed on a set cycle |\n| return deadlines met | Agree a local target and track the trend | Measured from bank reconciliations and reviewed on a set cycle |\n| client response times | Agree a local target and track the trend | Measured from bank reconciliations and reviewed on a set cycle |\n\n## Guardrails & Quality Checks\n- Never let this happen: miscoded transactions.\n- Never let this happen: missing source documents.\n- Never let this happen: VAT errors.\n- Work only within the competence and authority of a bookkeeper; escalate or refer anything beyond it.\n- Record facts and observations, not speculation, and keep records confidential to a bookkeeping practice and client premises's rules.\n- Verify names, dates, figures and measurements twice before anything is issued or signed off.\n- Use only real, verified information from the case in hand — never invent results, credentials or evidence.\n\n## Example (illustrative)\nA bookkeeper in a bookkeeping practice and client premises applies this workflow for small businesses, sole traders and accountants: they open\nbank reconciliations, work through the five steps using cloud accounting software, and close by recording\nthe outcome against reconciliation timeliness and agreeing the next review date. (Illustrative example only —\nreplace with the real details of the case in hand.)\n","# Intake & Initial Assessment — Bookkeeping Practice\n\nRun a structured intake and initial assessment for small businesses, sole traders and accountants in a bookkeeping practice and client premises. The deliverable is a completed intake record and initial assessment summary.\nThis skill is written for a bookkeeper working with small businesses, sole traders and accountants in a bookkeeping practice and client premises.\n\n## When to use\n- You are a bookkeeper preparing, delivering or reviewing this part of your work in a bookkeeping practice and client premises.\n- You need a defensible, repeatable approach that produces a completed intake record and initial assessment summary.\n- A colleague, auditor or client asks how this was done and what evidence supports it.\n\n## Key Concepts\n| Term | Meaning |\n|------|---------|\n| Reconciliation | matching records against bank statements to find differences |\n| Ledger | the record of transactions by category |\n| Accruals | recognising income or costs in the period they relate to |\n\n## Workflow\n1. **Step 1** - Confirm identity, consent and the reason for referral or engagement, and open the record that will hold bank reconciliations\n2. **Step 2** - Gather history and current circumstances from small businesses, sole traders and accountants, using the standard intake structure for a bookkeeping practice and client premises\n3. **Step 3** - Record baseline observations and measurements relevant to reconciliation timeliness, noting anything that changes the priority of the case\n4. **Step 4** - Flag immediate concerns — especially miscoded transactions — and escalate or fast-track anything urgent before proceeding\n5. **Step 5** - Summarise findings for small businesses, sole traders and accountants in plain language, agree the next step, and file the intake section of bank reconciliations\n\n## Profession-Specific Components\n| Component | Details for Bookkeeping Practice |\n|-----------|-------------------------------|\n| Core documentation | bank reconciliations; sales and purchase ledgers; VAT returns; payroll journals |\n| Core tools & equipment | cloud accounting software; receipt capture apps; bank feeds; document storage |\n| People involved | small businesses, sole traders and accountants; the bookkeeper; colleagues and other services in a bookkeeping practice and client premises |\n| Primary record | bank reconciliations — keep it current, dated and attributable |\n\n## Output Format\n**Context:** [Situation in a bookkeeping practice and client premises] | **Objective:** [What this must achieve] | **Audience:** [small businesses, sole traders and accountants and other stakeholders]\n\nThe finished output is a completed intake record and initial assessment summary, structured as:\n1. Summary of position and evidence\n2. Detail, following the workflow above\n3. Decisions, actions, owners and dates\n4. Review point and escalation route\n\n### Action Plan\n1. **Immediate:** Confirm scope, consent and the evidence available in bank reconciliations.\n2. **Short-term:** Complete the workflow steps and record outcomes against reconciliation timeliness.\n3. **Medium-term:** Review results, close actions, and update local procedures in a bookkeeping practice and client premises.\n\n## Success Metrics\n| Metric | Target | Method |\n|--------|--------|--------|\n| reconciliation timeliness | Agree a local target and track the trend | Measured from bank reconciliations and reviewed on a set cycle |\n| error rates | Agree a local target and track the trend | Measured from bank reconciliations and reviewed on a set cycle |\n| return deadlines met | Agree a local target and track the trend | Measured from bank reconciliations and reviewed on a set cycle |\n| client response times | Agree a local target and track the trend | Measured from bank reconciliations and reviewed on a set cycle |\n\n## Guardrails & Quality Checks\n- Never let this happen: miscoded transactions.\n- Never let this happen: missing source documents.\n- Never let this happen: VAT errors.\n- Work only within the competence and authority of a bookkeeper; escalate or refer anything beyond it.\n- Record facts and observations, not speculation, and keep records confidential to a bookkeeping practice and client premises's rules.\n- Verify names, dates, figures and measurements twice before anything is issued or signed off.\n- Use only real, verified information from the case in hand — never invent results, credentials or evidence.\n\n## Example (illustrative)\nA bookkeeper in a bookkeeping practice and client premises applies this workflow for small businesses, sole traders and accountants: they open\nbank reconciliations, work through the five steps using cloud accounting software, and close by recording\nthe outcome against reconciliation timeliness and agreeing the next review date. (Illustrative example only —\nreplace with the real details of the case in hand.)\n",{"name":5,"license":15,"version":35,"category":36,"description":37},1,"Bookkeeping Practice","Run a structured intake and initial assessment for small businesses, sole traders and accountants in a bookkeeping practice and client premises.\nTRIGGERS - Use when a bookkeeper needs a intake & initial assessment for small businesses, sole traders and accountants in a bookkeeping practice and client premises.\n","main","c605eae5729892d78c0b76dfdd58d3533bb26a91","skills\u002Fbookkeeping-practice-intake-assessment",5,"https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection","https:\u002F\u002Fgithub.com\u002Flionelsimai","www.theaicapitol.com","Founder at The AI Capitol | I help founders turn AI into 10X revenue through systems, not tools. Ex-Apple • Ex-TikTok 👉 http:\u002F\u002Flionelsim.substack.com","2026-11-09 07:48:48",{"source":8,"skillName":5,"commands":48,"prompt":58,"zipAvailable":59},[49,52,55],{"tool":50,"command":51},"npx","npx skills add lionelsimai\u002Fclaude-skills-collection --skill bookkeeping-practice-intake-assessment",{"tool":53,"command":54},"bunx","bunx skills add lionelsimai\u002Fclaude-skills-collection --skill bookkeeping-practice-intake-assessment",{"tool":56,"command":57},"pnpm","pnpm dlx skills add lionelsimai\u002Fclaude-skills-collection --skill bookkeeping-practice-intake-assessment","安装技能，技能地址：https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fbookkeeping-practice-intake-assessment\u002FSKILL.md",true,[],[62,83,96,109,126,140],{"skillNo":63,"name":64,"nameZh":6,"description":65,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":66,"categories":67,"keywords":68,"publishedAt":30},"01M71E7TB5HAR0K6EXB80YXBT7","youth-work-troubleshooting-guide","Diagnose and resolve common problems a youth worker meets in youth centres, schools and outreach settings.\nTRIGGERS - Use when a youth worker needs a troubleshooting & problem solving for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-troubleshooting-guide\u002FSKILL.md",[],[69,70,71,72,73,74,23,75,76,77,28,78,27,79,25,80,81,82],"youth work troubleshooting guide","work","troubleshooting","troubleshooting guide","guide","problem solving","outreach","settings","common","people","worker","diagnose","problem","communities",{"skillNo":84,"name":85,"nameZh":6,"description":86,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":87,"categories":88,"keywords":89,"publishedAt":30},"01M71E7R3YHK4RAQVCRPB4CTXN","youth-work-tools-equipment-checklist","Select, check and maintain the tools and equipment a youth worker relies on.\nTRIGGERS - Use when a youth worker needs a tools & equipment checklist for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-tools-equipment-checklist\u002FSKILL.md",[],[90,70,91,92,28,78,27,93,79,25,94,23,82,95,75,76],"youth work tools equipment checklist","checklist","Tools","maintain","select","check",{"skillNo":97,"name":98,"nameZh":6,"description":99,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":100,"categories":101,"keywords":102,"publishedAt":30},"01M71E7NX1BMFEFBH01KCRJDEP","youth-work-supplies-procurement","Specify, source and manage the supplies and materials used in youth centres, schools and outreach settings.\nTRIGGERS - Use when a youth worker needs a supplies & procurement for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-supplies-procurement\u002FSKILL.md",[],[103,104,70,105,106,75,76,78,27,79,25,107,108,23,82,28],"procurement","youth work supplies procurement","materials","source","specify","manage",{"skillNo":110,"name":111,"nameZh":6,"description":112,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":113,"categories":114,"keywords":120,"publishedAt":30},"01M71E7JVFP6P96GAT2VT9JY0D","youth-work-stakeholder-presentation","Present youth worker findings and proposals to decision-makers and stakeholders.\nTRIGGERS - Use when a youth worker needs a stakeholder presentation for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-stakeholder-presentation\u002FSKILL.md",[115],{"categoryNo":116,"categoryName":117,"taxonomyType":118,"taxonomyTypeDesc":119},"01JBSEEDCAT000000000000003","演示文稿","SCENARIO","使用场景",[121,70,122,123,23,124,82,25,125,75,76,28,78,27,79],"youth work stakeholder presentation","presentation","decision","proposals","present",{"skillNo":127,"name":128,"nameZh":6,"description":129,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":130,"categories":131,"keywords":132,"publishedAt":30},"01M71E7GE5VA1RG4XEM2GAZRFY","youth-work-session-delivery","Prepare for and deliver a professional session or appointment for young people and their communities in youth centres, schools and outreach settings.\nTRIGGERS - Use when a youth worker needs a session delivery guide for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-session-delivery\u002FSKILL.md",[],[133,134,135,70,136,76,73,137,75,28,78,27,79,25,23,138,139,82],"delivery","work session","session","youth work session delivery","prepare","professional","deliver",{"skillNo":141,"name":142,"nameZh":6,"description":143,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":144,"categories":145,"keywords":149,"publishedAt":30},"01M71E7DQSMY2ZW1BF3A1Z0VJM","youth-work-service-plan","Design a realistic, measurable service plan for young people and their communities as a youth worker.\nTRIGGERS - Use when a youth worker needs a service plan design for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-service-plan\u002FSKILL.md",[146],{"categoryNo":147,"categoryName":148,"taxonomyType":118,"taxonomyTypeDesc":119},"01JBSEEDCAT000000000000015","视觉设计",[70,150,151,152,23,25,79,153,154,82,76,75,78,27,28],"service","plan","youth work service plan","design","as"]