financial-planning

AEO Basis Plugin Marketplace

An open-source knowledge base for accounting firms, packaged as a Claude Code plugin marketplace. Six plugins deliver 36 specialized skills across bookkeeping, tax preparation, financial planning, and firm operations — all tuned for C-corporation engagements on US GAAP.

Every skill is backed by curated reference material (131 articles, 34,000+ lines of source content) synthesized into operational decision logic, procedures, and rules that Claude can apply in real time during client work.

What This Does

Install one or more plugins into Claude Code and your AI assistant gains deep, practical knowledge of accounting workflows:

• Draft a Form 1120 and Claude walks through GL-to-return line mapping, book-tax differences with IRC citations, and Schedule M-1 reconciliation
• Reconcile bank accounts and Claude follows an 11-step procedure with error heuristics (divisible-by-9 transposition detection, divisible-by-2 reversal detection)
• Build a 13-week cash flow model and Claude structures the projection with AR collection assumptions, AP payment timing, and working capital dynamics
• Respond to an IRS notice and Claude triages by notice type, identifies response deadlines, and outlines the resolution path with authority citations

This is not generic accounting knowledge — it is synthesized operational content with specific procedures, formulas, thresholds, and decision trees drawn from authoritative sources.

Plugin Architecture

The marketplace is organized into layers. Foundation and platform plugins provide shared knowledge that domain plugins build on through runtime skill invocation.

graph TB
    subgraph "Foundation Layer"
        AF[accounting-foundation<br/>4 skills]
        QBO[qbo-integration<br/>5 skills]
    end

    subgraph "Domain Plugins"
        BK[bookkeeping<br/>7 skills]
        TX[tax-prep<br/>10 skills]
        FP[financial-planning<br/>5 skills]
        OPS[firm-operations<br/>5 skills]
    end

    AF -->|COA, statements,<br/>entity profile| BK
    AF -->|COA, statements,<br/>entity profile| TX
    AF -->|statements,<br/>entity profile| FP
    AF -->|entity profile| OPS

    QBO -->|API, reports,<br/>bank feeds| BK
    QBO -->|audit data,<br/>tax pulls| TX
    QBO -->|financial reports,<br/>consolidation| FP

    BK -->|closed books,<br/>trial balance| TX
    TX -->|tax data,<br/>ETR| FP
    FP -->|forecasts,<br/>KPIs| OPS
    OPS -->|engagement scope,<br/>QC standards| BK

    style AF fill:#4a90d9,color:#fff
    style QBO fill:#4a90d9,color:#fff
    style BK fill:#50b86c,color:#fff
    style TX fill:#e6a23c,color:#fff
    style FP fill:#9b59b6,color:#fff
    style OPS fill:#e74c3c,color:#fff

Platform Swappability

qbo-integration is a separate plugin — not embedded in domain skills. Domain plugins reference the accounting system generically and delegate platform-specific execution to qbo-integration through cross-plugin skill invocation. A future Xero or Sage integration would be an additional plugin, not a modification to existing ones.

Skill Map

Each plugin contains self-contained skills with bundled reference material. Skills communicate across plugins through runtime invocation — no file-path dependencies.

graph LR
    subgraph AF["accounting-foundation"]
        af1[chart-of-accounts]
        af2[categorization-rules]
        af3[entity-profile]
        af4[financial-statements]
    end

    subgraph QBO["qbo-integration"]
        q1[qbo-api]
        q2[qbo-coa]
        q3[qbo-bookkeeping]
        q4[qbo-reporting]
        q5[qbo-audit]
    end

    subgraph BK["bookkeeping"]
        b1[transaction-processing]
        b2[reconciliation]
        b3[monthly-close]
        b4[payroll-recording]
        b5[compliance-reporting]
        b6[catchup-bookkeeping]
        b7[audit-support]
    end

    subgraph TX["tax-prep"]
        t1[business-tax-schema]
        t2[form-1120-prep]
        t3[state-returns]
        t4[tax-forms]
        t5[tax-compliance]
        t6[tax-planning]
        t7[nol-tracking]
        t8[e-filing]
        t9[accounting-method-changes]
        t10[multistate-salt-matrix]
    end

    subgraph FP["financial-planning"]
        f1[budgeting-forecasting]
        f2[variance-analysis]
        f3[financial-modeling]
        f4[strategic-advisory]
        f5[tax-provision]
    end

    subgraph OPS["firm-operations"]
        o1[engagement-management]
        o2[practice-management]
        o3[quality-compliance]
        o4[data-governance]
        o5[workflow-automation]
    end

    style AF fill:#4a90d9,color:#fff
    style QBO fill:#4a90d9,color:#fff
    style BK fill:#50b86c,color:#fff
    style TX fill:#e6a23c,color:#fff
    style FP fill:#9b59b6,color:#fff
    style OPS fill:#e74c3c,color:#fff

Plugins

accounting-foundation — Cross-cutting GAAP knowledge