Get a punch-list read on whether your books are clean: uncategorized items, recon breaks, stale accruals, cutoff candidates, draft journal entries, missing opening balances, duplicate vendors. I rank issues by dollar impact and call out one 'close this week'…
Draft a startup-optimized chart of accounts shaped for your entity, accounting method, and revenue model — with R&D / Sales & Marketing / General & Admin operating expenses breakouts, deferred revenue and accrued PTO lines, SAFE-note and convertible equity…
Categorize a batch of pending transactions from your QuickBooks or Xero queue, a dropped CSV, or a pasted table. I canonicalize each party, apply your saved rules first, then prior-year memory, then calibrated reasoning against your locked chart of accounts;…
Get the founder one-pager: cash on hand, trailing 3- and 6-month net burn, runway months, a ±20% sensitivity table, and the top-3 cost drivers behind the burn. Cash balances come from QuickBooks / Xero / your bank feed where connected, the most recent…
See where you owe sales tax. I total revenue and transaction counts per US state from Stripe (or QuickBooks / Xero / invoices as fallback), compare each state's totals against its economic-nexus threshold for the quarter and trailing 12 months, pinpoint the…
Run a full monthly close end-to-end: reconcile every registered account, refresh the accrual register, draft every due standard journal entry (reversing, accrual, prepaid, payroll, revenue recognition, depreciation, stock-comp, adjustment), run a cutoff check…
Use when the user says 'book the accrual journal entry' / 'draft the depreciation journal entry for Q1' / 'post the prepaid amortization' / 'revenue recognition this period' / 'stock-comp journal entry' / 'reclass this expense' - I draft a balanced…
Tell me why a P&L line moved. I compare actuals against budget (if you have one), prior period, and same period prior year, decompose every material swing into price / volume / mix / one-time drivers tied to specific journal entries and vendors, and write a…