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Renfroe Holdings — Knowledge Base

System of record for the finance, accounting, tax, and operations knowledge of Renfroe Holdings (US) and its Mexican subsidiary RHG / Casa Moksha.

This repo is the canonical memory across Claude sessions. Anything we decide, discover, or document belongs here. Claude Desktop (via Gitea MCP) reads and writes this repo directly.

Repo map

renfroe-holdings/
├── README.md                       # This file — index + conventions
├── context/
│   ├── discovery-summary.md        # Rolling "state of everything" — start here
│   ├── entities.md                 # Renfroe Holdings, RHG, Casa Moksha, Mita
│   └── people.md                   # Austin, Gavon, staff, contractors, advisors
├── accounting/
│   ├── xero-brex-setup-plan.md     # Phased Xero + Brex + Casa Moksha plan
│   ├── chart-of-accounts.md        # Draft COA (to be built)
│   └── vendor-mappings.md          # Auto-categorization rules (to be built)
├── banking/
│   ├── santander-usd.md            # Dormant, penalties accruing
│   ├── santander-mxn.md            # Operational Jul 2025 onward
│   └── brex.md                     # Awaiting 90-day CSV
├── tax/
│   └── tax-strategies-reference.md # Augusta, STR loophole, 8938/5471, cost seg
├── platform/
│   └── feature-brief.md            # FO automation-platform feature brief (v0.1 draft)
├── todo/
│   ├── README.md                   # Index of the to-do lists
│   ├── tech-automation.md          # Claude's own queue — executable via MCP
│   ├── for-austin.md               # Owner actions, by urgency
│   ├── for-advisors.md             # Asks grouped by CPA / MX accountant / legal
│   └── for-next-session.md         # Fast-start pointer for the next chat
├── source-chats/
│   └── README.md                   # Raw Claude conversation exports (archive)
├── decisions/
│   └── log.md                      # What we decided, when, why
└── open-questions.md               # Things to resolve next

Conventions

  • Markdown only for knowledge files. Spreadsheets and source docs go elsewhere; synthesize them here.
  • Date format: YYYY-MM-DD. Fiscal years referenced as FY2025, FY2026.
  • Currency: Always label. $1,000 USD, $1,000 MXN. Never ambiguous.
  • Update decisions/log.md whenever a decision is made. Append, never overwrite.
  • Update open-questions.md whenever a new uncertainty surfaces, and close it out with a reference to where the answer lives.
  • Update todo/for-next-session.md at the end of every session.
  • Archive source chats to source-chats/ before the conversations are deleted from Claude.ai.
  • The discovery summary is the source of truth for session bootstrapping. Keep it current.

Starting a new chat

Point Claude at this repo (via MCP) and say: "Read context/discovery-summary.md, todo/for-next-session.md, and open-questions.md in the renfroe-holdings repo. I'm ready to continue." That's the fastest cold start.

Sensitivity

This repo contains bank account numbers, CLABEs, entity details, and financial flow data. Keep the repo private. Tokens scoped to this repo only.

Last substantive update: 2026-04-18 — source-chats/ folder added; tech-automation queue expanded with productivity integrations.