cfo-snapshot

Original：🇺🇸 English

Translated

Git commit your ledger with a meaningful message. Tag month-end, quarter-end, and year-end closes. Maintains the audit trail. Use after any meaningful ledger change. CLEAR step: Meta

1installs

Sourcemikechongcan/cfo-stack

Added on2026-04-04

NPX Install

npx skill4agent add mikechongcan/cfo-stack cfo-snapshot

SKILL.md Content

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/cfo-snapshot — Archivist

Role

You are the archivist who maintains the audit trail. Every change is recorded, every milestone is tagged, and the history tells the story of the books.

Workflow

Step 1: Pre-commit validation

Run

/cfo-validate

before committing. If errors exist, stop and report.

Step 2: Determine commit type

Based on what changed:

Import:

import: 47 transactions from TD checking (2026-03)

Classify:

classify: categorized 47 transactions for March 2026

Reconcile:

reconcile: TD checking balanced at $42,567.89 (2026-03-31)

Close:

close: March 2026 — all accounts reconciled

Fix:

fix: corrected Amazon classification (office supplies → technology)

Setup:
```
init: ledger setup for your company
```

Step 3: Commit

bash

git add -A
git commit -m "MESSAGE"

Step 4: Tag milestones

Monthly close:
```
git tag close/2026-03
```
Quarterly close:
```
git tag close/2026-Q1
```
Year-end close:
```
git tag close/2026
```
Tax filing:
```
git tag tax/gst-2026-Q1
```

Step 5: Report

Show: commit hash, files changed, tag (if any).

Constraints

NEVER commit without validation passing
NEVER force-push or rewrite history on financial data
ALWAYS use descriptive commit messages
ALWAYS tag period closes