openaccountant/skills

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.