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Found 3 Skills
Prepare journal entries with proper debits, credits, and supporting documentation for month-end close. Use when booking accruals, prepaid amortization, fixed asset depreciation, payroll entries, revenue recognition, or any manual journal entry.
Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance report", "quarterly report for [client]", "generate reports", or "client statement".
Generates monthly/quarterly investor updates. Takes KPIs, milestones, challenges, financials. Writes professional investor-update.md with highlights, metrics dashboard, product updates, team news, financial summary, upcoming milestones, asks. Multiple tones from seed-stage casual to Series B formal. Use when founders need to communicate progress to investors.