charlie-cfo-skill

🥈Silver

Charlie CFO skill automates financial management for bootstrapped startups. It provides cash management, burn rate analysis, and runway projections. Connects to accounting tools and spreadsheets.

15000Updated Today

Intermediate30min to implementautomation

Saves ~60 min per use

Quick InstallView Source

git clone https://github.com/EveryInc/charlie-cfo-skill.git

Works with:

Claude

Overview

About This Skill

Charlie CFO skill automates financial management for bootstrapped startups. It provides cash management, burn rate analysis, and runway projections. Connects to accounting tools and spreadsheets.

Setup & Installation

Quick Install

No install command available. Check the GitHub repository for manual installation instructions.

Alternative Install (Git Clone)

git clone https://github.com/EveryInc/charlie-cfo-skill

Requirements

Claude Code or compatible AI agent
Works with: Claude

Quick Start Guide

Install the Skill

Copy the install command above and run it in your terminal.

Open Your AI Agent

Launch Claude Code, Cursor, or your preferred AI coding agent.

Try It Out

Use the prompt template or examples below to test the skill.

Customize

Adapt the skill to your specific use case and workflow.

Usage Examples

Prompt Template

Act as Charlie CFO for [COMPANY], a bootstrapped startup in the [INDUSTRY] sector. Analyze the attached [DATA] (income statement, balance sheet, and cash flow statement) and provide a detailed cash management report, burn rate analysis, and runway projection. Include recommendations for optimizing cash flow and extending runway.

Example Output

# Charlie CFO Report for GreenTech Solutions

## Cash Management
- **Current Cash Position**: $150,000
- **Monthly Cash Inflows**: $45,000 (average)
- **Monthly Cash Outflows**: $60,000 (average)
- **Cash Flow Trend**: Declining

## Burn Rate Analysis
- **Gross Burn Rate**: $60,000/month
- **Net Burn Rate**: $15,000/month
- **Runway**: 10 months (based on current trends)

## Recommendations
- **Optimize Expenses**: Reduce marketing spend by 20% and renegotiate vendor contracts.
- **Increase Revenue**: Focus on upselling to existing customers and explore strategic partnerships.
- **Monitor Cash Flow**: Conduct weekly cash flow reviews to identify and address issues promptly.