financial-reporting-and-close
FeaturedRuns the period-end close and produces reporting — close calendar, reconciliations, accruals, variance analysis, and reporting that gets read. Use this to shorten or stabilize a monthly close, design a close checklist, investigate a variance, structure management reporting, or work out why the numbers keep changing after close.
Install
Quality Score: 91/100
Skill Content
Details
- Author
- cbrock84
- Repository
- cbrock84/headcount
- Created
- 4 weeks ago
- Last Updated
- 1 weeks ago
- Language
- Markdown
- License
- MIT
Integrates with
Bundled in these plugins
Similar Skills
Semantically similar based on skill content — not just same category
month-end-close
Use when running or reviewing a month-end close (bank reconciliations, control account reconciliations, accruals and prepayments, depreciation, and P&L variance review) for an Australian SME or client entity.
close-orchestrator
Run month-end, quarter-end, or year-end close as a resumable, ledger-driven process - a durable progress ledger that survives context loss, dependency-aware task ordering, evidence captured per task, and postings staged for human approval rather than executed. Use when starting, resuming, monitoring, or designing a close. Trigger on "close", "month-end", "start the close", "where are we in close", "close checklist", "close calendar", "resume the close", "day 3 of close", or any request to coordinate multi-step period-end work.
bookkeeping-close
Runs small and midsize business bookkeeping operations - categorizes bank and card transactions to a chart of accounts, reconciles a bank or card statement against the ledger, works a month-end close checklist, and produces a close package for the accountant. Works from QuickBooks Online, Xero, bank CSV/OFX, or Mercury exports, and from the Xero, QuickBooks, or Mercury connectors when present. Use it whenever the user says "reconcile", "bank rec", "categorize transactions", "month end close", "close the books", "books don't match the bank", "reconciliation is off by", "uncategorized expenses", or shares a QuickBooks or Xero export or a bank statement CSV, even if they do not name the task. Never plugs a difference; every unreconciled dollar is explained or listed.