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Found 18 Skills
Use this skill when users need help with business finances, tax planning, bookkeeping, profit/loss analysis, cash flow management, or multi-business financial tracking. Activates for "am I profitable," tax questions, accounting setup, or financial health checks.
Run a monthly bookkeeping close checklist with reconciliation.
Use this skill when the user needs to set up bookkeeping, track revenue and expenses, prepare for taxes, choose accounting software, understand SaaS revenue recognition, or manage the financial operations of their bootstrapped business. Covers bookkeeping setup, tax preparation, accounting tools, and financial hygiene for solo founders.
Set up and maintain basic bookkeeping for a solopreneur business. Use when tracking income and expenses, preparing for taxes, managing invoices and receipts, understanding cash flow, or generating financial reports. Covers accounting software selection, chart of accounts, expense categorization, reconciliation, and financial statements. Not professional accounting advice — consult a CPA for complex situations. Trigger on "bookkeeping", "accounting", "track expenses", "financial records", "QuickBooks", "invoicing", "receipts", "profit and loss".
Organize, categorize, track, and manage invoices systematically with automated extraction of invoice data, payment tracking, and financial organization. Use when processing invoice uploads, extracting invoice details (date, amount, vendor), categorizing expenses, tracking payment status, organizing receipts, generating financial reports, or building accounting and bookkeeping systems.
Performs requirement checks and compliance diagnostics for excellent electronic books. Activate with keywords such as "Excellent Electronic Books", "Compliance with Electronic Bookkeeping Law", "Requirement Confirmation for Electronic Books", "Preparation for Tax Audits", "Conditions for the 750,000 Yen Deduction", "Do the Books Meet Requirements?", or "e-bookkeeping compliance".
Expert LLC operations management for ID8Labs LLC (Florida single-member LLC). 9 specialized agents providing PhD-level expertise in compliance, tax strategy, asset protection, and business operations. Triggers on keywords like LLC, taxes, expenses, annual report, EIN, compliance, bookkeeping, deductions, filing, sunbiz, quarterly, S-Corp, retirement, audit, insurance, cash flow, mentor, teach, learn.
Master the AI tools that transform financial operations. From bookkeeping to forecasting, manage money smarter and make data-driven financial decisions. Use when "finance, accounting, budgeting, forecasting, FP&A, bookkeeping, expense management, finance, accounting, budgeting, forecasting, fpa, expenses" mentioned.
Background context for the Electronic Bookkeeping Act (電子帳簿保存法) in the shinkoku tax filing plugin. Contains requirements for electronic bookkeeping, scanner storage, mandatory electronic transaction data storage, and shinkoku's compliance status. This skill is not user-invocable — Claude loads it automatically when responding to electronic bookkeeping compliance questions.
Generate, validate, and manage Israeli e-invoices (hashbonit electronit) per Tax Authority (SHAAM) standards. Use when user asks to create Israeli invoices, request allocation numbers, validate invoice compliance, or asks about "hashbonit", "e-invoice", "SHAAM", "allocation number", or Israeli invoicing requirements. Supports tax invoice (300), tax invoice/receipt (305), credit invoice (310), receipt (320), and proforma (330) types. Do NOT use for general accounting, bookkeeping, or non-Israeli invoice formats.
Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.
This skill should be used when users need to record journal entries, import transaction data from CSV files, receipts, or invoices, or manage their general ledger. Trigger phrases include: "Enter journal entry", "Register journal entry", "Import CSV", "Read receipt", "Import invoice", "Keep books", "Record expenses", "Record sales", "Modify journal entry", "Search journal entry", "Delete journal entry", "Register transaction", "Initialize books"