mcpbeat

openaccountant Skills

44 skills published by openaccountant across 1 repository. Together they weigh 43 898 tokens — that is what loading all of them at once would cost you in context.

44 skills 43 898 tokens total

Bank Sync
skills

> Connect bank accounts for automatic transaction import via Plaid.

784 tokens
Break Even Calc
skills

> Calculate break-even revenue by separating fixed and variable costs.

968 tokens
Cash Flow Forecast
skills

> Project future cash flow using historical trends and recurring patterns.

1k tokens
Charitable Giving
skills

> Track charitable donations and estimate their tax deduction value.

1k tokens
Client Profitability
skills

> Analyze revenue and costs per client to find your most profitable accounts.

979 tokens
Contractor Tracking
skills

> Monitor 1099 contractor payments and flag $600 threshold.

931 tokens
Custom Report
skills

> Build custom financial reports with user-defined date ranges and categories.

741 tokens
Debt Payoff
skills

> Build avalanche or snowball debt payoff plans with payment schedules.

1k tokens
Depreciation Schedule
skills

> Track asset depreciation using MACRS schedules and Section 179 expensing.

1k tokens
Emergency Fund
skills

> Calculate emergency fund target and track savings progress toward it.

923 tokens
Expense Optimizer
skills

> Find recurring expenses and subscriptions to cut or reduce.

1k tokens
Financial Goals
skills

> Set savings goals with timelines and track monthly progress toward them.

1k tokens
Home Office Deduction
skills

> Calculate home office deduction using simplified or actual expense method.

917 tokens
Import Transactions
skills

> Import transactions from CSV, OFX, or QIF bank exports and deduplicate.

984 tokens
Insurance Audit
skills

> Find insurance payments, total annual premiums, and compare to benchmarks.

1k tokens
Invoice Aging
skills

> Track unpaid invoices by age bucket and flag overdue payments.

884 tokens
Lifestyle Creep
skills

> Detect spending increases across categories over 6-12 months.

987 tokens
Mileage Tracker
skills

> Track business mileage and calculate IRS standard mileage deduction.

847 tokens
Month End Close
skills

> Run a monthly bookkeeping close checklist with reconciliation.

1k tokens
Monthly Digest
skills

> Generate a monthly financial summary with metrics, trends, and anomalies.

828 tokens
Multi Entity
skills

> Manage finances across multiple businesses or legal entities.

1k tokens
Net Worth
skills

> Calculate net worth from assets and liabilities with a formatted statement.

1k tokens
Paypal Import
skills

> Import PayPal CSV exports with fee, refund, and currency handling.

1k tokens
Pricing Optimizer
skills

> Analyze pricing against costs and margins to optimize profitability.

985 tokens
Profit Loss
skills

> Generate a profit and loss statement for any date range.

966 tokens
Quarterly Taxes
skills

> Estimate quarterly tax payments using income totals and safe harbor rules.

857 tokens
Rental Property
skills

> Track rental income, expenses, ROI, and cap rate per property.

1k tokens
Revenue Concentration
skills

> Assess client concentration risk using revenue share and Herfindahl index.

949 tokens
Runway Calculator
skills

> Calculate months of cash runway at current burn rate.

922 tokens
Sales Tax Nexus
skills

> Determine sales tax obligations by state based on economic nexus thresholds.

925 tokens
Seasonal Patterns
skills

> Detect seasonal revenue and expense patterns across 12+ months of data.

1k tokens
Smart Categorize
skills

> Auto-categorize uncategorized transactions using vendor pattern matching.

820 tokens
Smart Split
skills

> Split a single transaction across multiple categories with custom amounts.

656 tokens
Spending Review
skills

> Generate a categorized spending breakdown with month-over-month trends.

713 tokens
Square Import
skills

> Import Square sales CSV exports with tips, refunds, and fee handling.

1k tokens
State Tax Estimator
skills

> Estimate state income tax liability based on income and state of residence.

1k tokens
Stripe Import
skills

> Import Stripe payment CSV exports with charges, fees, and refund handling.

1k tokens
Subscription Audit
skills

> Find recurring subscriptions, calculate total cost, and flag unused ones.

755 tokens
Tax Penalty Calc
skills

> Estimate IRS underpayment penalties for missed quarterly tax payments.

973 tokens
Tax Prep
skills

> Organize business expenses by IRS Schedule C categories for tax filing.

913 tokens
Venmo Reconciler
skills

> Reconcile Venmo business transactions and separate personal from business.

1k tokens
Wise Import
skills

> Import Wise (TransferWise) CSV exports with multi-currency handling.

1k tokens
Year End Summary
skills

> Generate an annual financial review with totals, trends, and highlights.

1k tokens
Zero Based Budget
skills

> Allocate every dollar of income to a category using zero-based budgeting.

1k tokens