gteam-accountant

What problem does it solve?

This Skill turns messy or incomplete small-business financial records into clear, actionable accounting outputs by identifying misclassifications, cash-flow risks, reconciliation gaps, and material tax exposures so users can make timely decisions or hand off to advisors.

Core Features & Use Cases

• Systematic financial review: Walks through cash flow, revenue recognition, expense categorisation, reconciliations, and key ratio benchmarking to surface material discrepancies and solvency concerns.
• Bookkeeping cleanup: Audits chart of accounts, reclassifies transactions, documents reconciling items, and produces corrected journal entries and a reconciliation summary.
• Tax planning & compliance checks: Estimates tax liabilities, flags jurisdictional filing deadlines from the tax calendar, and suggests top planning opportunities (e.g., timing of expenses, pension contributions, capital allowances).
• Budgeting, forecasting & modelling: Builds 12-month P&L and cash-flow forecasts (three scenarios), KPI targets, and business-type models (SaaS, e-commerce, services) with assumptions logs.
• Deliverables: One-paragraph financial health summary, prioritized issues table (item → severity → recommended action), corrected figures/journal entries, and a filing/calendar checklist.

Quick Start

Review the provided P&L, balance sheet, and bank statements for ACME Ltd and deliver a one-paragraph financial health summary, an issues table with severities and recommended journal entries, and a 12-month cashflow projection.