openaccountant-skills

Plugin openaccountant-skills in openaccountant/skills. Commands read from the repo's manifest — 1 month ago.

Skills (44)

• break-even-calc

  Calculate break-even revenue by separating fixed and variable costs.

• cash-flow-forecast

  Project future cash flow using historical trends and recurring patterns.

• client-profitability

  Analyze revenue and costs per client to find your most profitable accounts.

• contractor-tracking

  Monitor 1099 contractor payments and flag $600 threshold.

• invoice-aging

  Track unpaid invoices by age bucket and flag overdue payments.

• month-end-close

  Run a monthly bookkeeping close checklist with reconciliation.

• multi-entity

  Manage finances across multiple businesses or legal entities.

• paypal-import

  Import PayPal CSV exports with fee, refund, and currency handling.

• pricing-optimizer

  Analyze pricing against costs and margins to optimize profitability.

• profit-loss

  Generate a profit and loss statement for any date range.

• rental-property

  Track rental income, expenses, ROI, and cap rate per property.

• revenue-concentration

  Assess client concentration risk using revenue share and Herfindahl index.

• runway-calculator

  Calculate months of cash runway at current burn rate.

• seasonal-patterns

  Detect seasonal revenue and expense patterns across 12+ months of data.

• square-import

  Import Square sales CSV exports with tips, refunds, and fee handling.

• stripe-import

  Import Stripe payment CSV exports with charges, fees, and refund handling.

• venmo-reconciler

  Reconcile Venmo business transactions and separate personal from business.

• wise-import

  Import Wise (TransferWise) CSV exports with multi-currency handling.

• charitable-giving

  Track charitable donations and estimate their tax deduction value.

• debt-payoff

  Build avalanche or snowball debt payoff plans with payment schedules.

• emergency-fund

  Calculate emergency fund target and track savings progress toward it.

• financial-goals

  Set savings goals with timelines and track monthly progress toward them.

• insurance-audit

  Find insurance payments, total annual premiums, and compare to benchmarks.

• lifestyle-creep

  Detect spending increases across categories over 6-12 months.

• net-worth

  Calculate net worth from assets and liabilities with a formatted statement.

• spending-review

  Generate a categorized spending breakdown with month-over-month trends.

• state-tax-estimator

  Estimate state income tax liability based on income and state of residence.

• subscription-audit

  Find recurring subscriptions, calculate total cost, and flag unused ones.

• tax-penalty-calc

  Estimate IRS underpayment penalties for missed quarterly tax payments.

• zero-based-budget

  Allocate every dollar of income to a category using zero-based budgeting.

• bank-sync

  Connect bank accounts for automatic transaction import via Plaid.

• custom-report

  Build custom financial reports with user-defined date ranges and categories.

• depreciation-schedule

  Track asset depreciation using MACRS schedules and Section 179 expensing.

• expense-optimizer

  Find recurring expenses and subscriptions to cut or reduce.

• home-office-deduction

  Calculate home office deduction using simplified or actual expense method.

• import-transactions

  Import transactions from CSV, OFX, or QIF bank exports and deduplicate.

• mileage-tracker

  Track business mileage and calculate IRS standard mileage deduction.

• monthly-digest

  Generate a monthly financial summary with metrics, trends, and anomalies.

• quarterly-taxes

  Estimate quarterly tax payments using income totals and safe harbor rules.

• sales-tax-nexus

  Determine sales tax obligations by state based on economic nexus thresholds.

• smart-categorize

  Auto-categorize uncategorized transactions using vendor pattern matching.

• smart-split

  Split a single transaction across multiple categories with custom amounts.

• tax-prep

  Organize business expenses by IRS Schedule C categories for tax filing.

• year-end-summary

  Generate an annual financial review with totals, trends, and highlights.