Bookkeeping Claude Agent

Name: Greta - Bookkeeping Agent
Brand: KissMySkills
SKU: greta-bookkeeping-agent
Price: 32.0 USD
Availability: InStock

Greta - Bookkeeping Agent

$32.00

$32.00 $47.99

Greta - Bookkeeping Agent

4.87 · 6,430 reviews across KissMySkills

$32.00 this skill vs $47.99 hiring a bookkeeper

Digital edition one agent .md filegreta-bookkeeping-agent.skill

Works with

Secure checkout by Shopify

Ask Greta something hard.

📎 greta-bookkeeping-agent.md READ ✓

Bookkeeping solo practice, just signed 3 new clients in one week - a cafe, an ecommerce store and a consultant. Onboard them without chaos?

CLAUDE · AS GRETA, BOOKKEEPING AGENT The chart of accounts is where onboarding goes right or wrong - a cafe, an ecommerce store and a consultant need three different structures, not one template with renamed lines. Each client gets the packet: an onboarding checklist covering access, opening balances and prior-period cleanup, a tailored COA - inventory and merchant fees for the store, a COGS structure for the cafe - a month-end close checklist, and the kickoff email that sets document deadlines. Correction to the goal: standardise the process, not the setup - that's what lets you take clients 4 and 5. Which of the three has the messiest books?

⚡ Instant download ∞ Keep forever ✎ Written by us

You don't read it. Your AI does.

Open it in Claude, ChatGPT or Gemini - your AI reads it and runs the whole job end to end.

Instant download · 30-day money-back guarantee. Pay once, keep forever - no subscription. Written and tested by us, never scraped from GitHub. Refund policy

Questions before you buy?

Write to us and a person answers - usually the same day. Not a bot, not a ticket queue.

hello@kissmyskills.com

Trademarks of their respective owners. KissMySkills is not affiliated with or endorsed by them.

You don't read it. Your AI does.

Hand the file to Claude, ChatGPT or Gemini once. It reads it, becomes a specialist in this field, and answers as Greta from the very next message.

One purchase. No subscription. The file is yours to keep and re-use forever.

// reviews

What buyers say.

From reviews across KissMySkills

★★★★★ Max T. on Nadia — Email Marketing Specialist

strategy consultant. client deliverables need to meet a high bar. this gets me to a usable first draft in a fraction of the time.

★★★★★ Karolina W. on Diane — Executive Assistant

product manager. used to spend too much time formatting and structuring. this gives me a consistent starting point every time.

// inside this edition

What's inside this edition

Client onboarding checklist for the first 30 days
Drafted engagement letter with scope and fee terms
QuickBooks setup package with a chart of accounts
Monthly close calendar with recurring task dates

Bookkeepers and accounting firms onboarding a new client without rebuilding it each time

A bookkeeper bills $40+/hr - the complete skill is yours forever.

// what's inside

What you're actually buying

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.

// how to install Under 2 minutes

Four steps. Any AI chat.

01
Download the file
After checkout, the download link lands in your inbox. Save the file anywhere on your device.
02
Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot - whichever one you already use.
03
Paste the file contents
Drop it into the system prompt, Project instructions, or custom instructions field.
04
Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.

No technical knowledge required. No subscription. Pay once, keep forever.

// compatible with

Works with every major AI chat.

Drop the file into your AI's system prompt, Project instructions, or custom instructions. No setup. No code. No vendor lock-in.

What buyers say across KissMySkills

This skill has no reviews of its own yet. These are real reviews of other KissMySkills skills, built the same way.

★★★★★
operations lead at a growing startup. we needed consistency across the team. this gave us a shared baseline to work from.

Lukas B. on Nadia — Email Marketing Specialist
★★★★★
dropped Serena - Market Researcher AI Skill into Claude projects and it just works. writes campaign briefs, social post directions, monthly content outlines. the output doesnt need much editing which is the main thing.

Sarah K. on Serena — Market Researcher
★★★★★
cfo at a professional services firm. the output structure matched what our board expects.

Jan Z. on Nadia — Email Marketing Specialist
★★★★★
product designer. needed a structured communication layer for cross-functional work. this provides it.

Ewa A. on Serena — Market Researcher
★★★★★
investment analyst. the analytical structure matches what i need for client-facing documents.

Joanna Y. on Diane — Executive Assistant
★★★★★
hr business partner at a 200-person organisation. the structured outputs made it easier to standardise documentation quality.

Rachel M. on Nadia — Email Marketing Specialist

// faq

Questions about this product

What does the Greta agent do?+

Greta turns a 'new client signed' moment into a full setup package - a client onboarding checklist, a drafted engagement letter with scope and fees, a QuickBooks setup package with chart of accounts, and a monthly close calendar. Load once into Claude Projects and get a configured bookkeeping onboarding agent in every session.

How do I install this agent file?+

Download the .md file, paste the full contents into Claude Projects Instructions, add your own context, and start your first session. Works with Claude, ChatGPT, or any AI chat accepting system prompts.

Which AI tools does this agent work with?+

Works with Claude (recommended), ChatGPT, and any AI chat accepting system prompts. Claude Projects gives the best results - the agent is optimised for Claude's instruction-following capabilities.

What is included in this download?+

One .md agent file delivered instantly after purchase. Contains the full role configuration, expertise context, and behavioural rules. No subscription required - yours permanently. Works with Claude, ChatGPT, or any AI chat.

How is this different from using Claude without the Greta agent?+

Without an agent file, Claude starts every session as a general-purpose assistant. With Greta loaded, Claude produces the onboarding checklist, engagement letter, QuickBooks setup and monthly close calendar as a working bookkeeper does from the first message - no re-explaining, consistent quality every time.

Do I have to read it myself?+

No. The file is written for your AI to read, not for you. Upload it or paste it in once and the AI takes on the role. After that you just ask it questions the way you normally would. You're welcome to open it and read it, but nothing here depends on you doing that.

Is this a physical book?+

No, it's digital. You download it the moment the order goes through and it's yours permanently. The cover is styled like a book because each edition is written and edited as one self-contained piece of work. The reading part is your AI's job, not yours.