If you've been putting off setting up your books or panic-reconciling transactions every April, this walks you through the financial foundations most solo founders skip. You get a day-one checklist, a simplified chart of accounts for SaaS, recommendations for accounting software by revenue stage (Wave when starting, QuickBooks when you hire help), and a 30-minute weekly routine that actually prevents year-end chaos. The SaaS revenue recognition section explains why that annual prepayment isn't all March revenue, and the tax guidance covers quarterly estimates and common deductions. It's the financial hygiene talk you need before messy books cost you real money.

skills.sh installs
742
GitHub stars
224
last updated
Jul 14, 2026

Install

$ npx -y skills add whawkinsiv/claude-code-skills --skill accounting --agent claude-code

Installs into .claude/skills of the current project.

Files

If you've been putting off setting up your books or panic-reconciling transactions every April, this walks you through the financial foundations most solo founders skip. You get a day-one checklist, a simplified chart of accounts for SaaS, recommendations for accounting software by revenue stage (Wave when starting, QuickBooks when you hire help), and a 30-minute weekly routine that actually prevents year-end chaos. The SaaS revenue recognition section explains why that annual prepayment isn't all March revenue, and the tax guidance covers quarterly estimates and common deductions. It's the financial hygiene talk you need before messy books cost you real money.

Browse the repository on GitHub

Sponsors

Details

Repository
github.com/whawkinsiv/claude-code-skills
Category
Finance & Trading
First seen
Jun 3, 2026
1joellewis avatarsavings-goalsjoellewis/finance_skillsPlan and track savings for specific financial goals including retirement, education, and home purchase. Use when the user asks about required savings rates, 529741skills.sh installs
2chengzuopeng avatarstock-analystchengzuopeng/stock-sdk-mcp股票技术分析专家 - 提供专业的 K 线形态、技术指标、资金流向与北向持仓分析735skills.sh installs
3joellewis avatardigital-assetsjoellewis/finance_skillsAnalyze digital assets including cryptocurrency fundamentals, blockchain mechanics, DeFi protocols, and on-chain metrics. Use when the user asks about crypto in719skills.sh installs
4joellewis avataroperational-riskjoellewis/finance_skillsGuide identification, measurement, and management of operational risk in trading and brokerage operations. Use when designing trade error detection and correcti706skills.sh installs
5joellewis avatarperformance-attributionjoellewis/finance_skillsDecompose portfolio returns into explainable components to identify where value was added or lost. Use when the user asks about Brinson attribution, allocation 705skills.sh installs
6joellewis avataralternativesjoellewis/finance_skillsAnalyze alternative investments including hedge funds, private equity, and venture capital. Use when the user asks about hedge fund strategies (long/short, macr703skills.sh installs