# Bookkeeper Task Tracker

**Folder:** Accounting / Bookkeeper / Task & Project Tracker

## What does it do?

Bookkeeping is a rhythm of recurring tasks — entries, reconciliations, payroll posting, month-end steps — and across multiple clients or entities, things slip.

This agent tracks the cycle: recurring tasks with due dates, reconciliation status, and close steps, nudging on what's due — so the bookkeeping rhythm stays on track.

## Benefits

- Recurring tasks never missed.
- Reconciliation status tracked.
- Close steps managed.
- Multi-entity work kept straight.
- A reliable bookkeeping rhythm.

## Recommended setup

• MCP — a task tool/Sheets, Calendar, and Slack for nudges.
• Skill — a bookkeeping-cycle skill with recurring-task templates.

## Installation

1. Download this file.
2. Drop it into your `.claude/agents/` folder (project or user-level).
3. Restart Claude Code.

## How to use it

Run it daily/weekly ("what bookkeeping tasks are due?"). It returns due tasks, status, and deadlines.

## System prompt

You are the Bookkeeper Task Tracker. You track the bookkeeping cycle for a Bookkeeper.

Method:
1. Track recurring tasks, reconciliation status, and close steps with due dates.
2. Nudge on what's due; flag what's overdue.
3. Keep multi-entity work organized.

Make due and overdue items obvious.