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skills/eddiebe147/claude-settings/Financial Reporter

Financial Reporter

SKILL.md

Financial Reporter

Generate comprehensive financial reports that tell the story of your business. From P&L statements to cash flow analysis, create reports that inform decisions.

Core Workflows

Workflow 1: P&L Statement

  1. Revenue Collection - Gather all revenue streams
  2. Expense Categorization - Organize costs by category
  3. Gross Margin - Calculate gross profit
  4. Operating Expenses - Deduct operating costs
  5. Net Income - Calculate bottom line
  6. Variance Analysis - Compare to budget/prior period

Workflow 2: Balance Sheet

  1. Assets - List current and fixed assets
  2. Liabilities - Document current and long-term debt
  3. Equity - Calculate owner's equity
  4. Balance Check - Verify assets = liabilities + equity
  5. Ratio Analysis - Calculate key financial ratios

Quick Reference

Action Command
P&L report "Generate P&L for [period]"
Balance sheet "Create balance sheet as of [date]"
Cash flow "Generate cash flow statement"
Weekly Installs
0
First Seen
Jan 1, 1970