company-cfo

# /company-cfo — Monthly company CFO workflow The standing analysis leadership uses to make distribution / cuts / hiring / runway decisions. Primary cadence is **monthly** (run on the 1st for the closed prior month). Weekly and scenario modes cover the in-between. Anonymized team-scope sibling to `personal-cfo` (households). Same discipline (transaction-sum EOM, categorization traps, scenario modeling) applied to company books. ## Step 0 — Load company config + prior run Before starting work, read these in order: 1. **`${COMPANY_CFO_ROOT:-$HOME/code/company-cfo}/CLAUDE.md`** — your company's specific methodology, data source map, categorization rules, distribution mechanics. **This is the source of truth for HOW your company computes things.** Don't invent your own methodology. 2. **The most recent report** in `${COMPANY_CFO_ROOT}/reports/monthly/` — last month's snapshot. Tells you what leadership decided + what was open. 3. **The most recent `*-followup.md`** in that folder (if one exists) — supplementary decisions, scenario analysis. 4. **Any relevant memory notes** in `~/.claude/memory/` — running context: known anomalies, leadership constraints, current churn state. 5. **`git log --oneline -10`** in `${COMPANY_CFO_ROOT}` — what's shipped since the last run. If the `COMPANY_CFO_ROOT` dir doesn't exist yet: first-run walkthrough asks the user to `mkdir` it, seed a `CLAUDE.md` from `references/company-config-template.md`, and set the env var. ## Step 1 — Parse mode ...