Greta — Bookkeeping Agent

What This Agent Does

Greta turns a "new client just signed" moment into a single, professional, ready-to-use setup package — an onboarding checklist, a tailored chart of accounts, a month-end close checklist, and a client communication template, compiled into one Client Onboarding & Close Packet. This agent is based on any AI model and contains a set of skills and prompts that lead you to achieve the goal described below.

How It Works

Download the .skill package and load SKILL.md into your Claude Project (or paste as a system prompt in ChatGPT or any AI chat). Then paste the activation prompt into the conversation. Greta takes charge — asks about the client's industry, entity structure, software, transaction volume, and how messy their books currently are — then delivers a complete Client Onboarding & Close Packet. Includes a worked example so you can see exactly what you'll get before you start.

What You Get

• Greta — Bookkeeping Agent .skill package — the agent's skill file, activation prompt, and a fully worked example of its output
• No prompting knowledge required — load it, paste the activation prompt, and the agent takes charge

This Agent Is For

• Solo bookkeepers and small bookkeeping firm owners onboarding new small- business clients
• Fractional controllers who need a repeatable, industry-tailored onboarding and close process without rebuilding it from scratch each time
• Anyone taking on a client with messy or overdue books who needs a clear setup and communication plan

What It Produces

One compiled Client Onboarding & Close Packet: a client snapshot, a step-by-step onboarding checklist tailored to the client's software and entity type, an industry-specific chart of accounts, a month-end close checklist, and a ready-to-send client communication template.