charlie-cfo-skill
🥈SilverCharlie CFO skill automates financial management for bootstrapped startups. It provides cash management, burn rate analysis, and runway projections. Connects to accounting tools and spreadsheets.
19400Updated 2mo ago
Intermediate30min to implementautomation
Saves ~60 min per use
Quick InstallView Source
git clone https://github.com/EveryInc/charlie-cfo-skill.gitWorks with:
Claude
Overview
About This Skill
Charlie CFO skill provides financial frameworks designed specifically for bootstrapped, high-growth startups. It handles cash management, runway calculations, unit economics analysis (LTV:CAC ratios, CAC payback), capital allocation decisions, and 13-week cash flow forecasting. The skill activates automatically when you ask financial questions about hiring decisions, runway targets, revenue forecasting, or financial metrics. It's grounded in the principle that capital discipline and unit economics are survival requirements, with reference benchmarks from successful bootstrapped companies like Mailchimp, Zapier, and Basecamp.
How to Use
Install the skill with `npx skills add EveryInc/charlie-cfo-skill`. Once installed, Charlie activates automatically when you ask financial questions about hiring decisions, runway targets, metrics to track, revenue forecasting, or healthy financial ratios.
Use Cases
Calculate runway and determine minimum cash reserves needed
Evaluate whether a new hire generates positive ROI within 12 months
Analyze unit economics and benchmark LTV:CAC ratios against industry standards
Build driver-based revenue forecasts and scenario models
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-skillRequirements
- Claude Code or compatible AI agent
- Works with: Claude
Quick Start Guide
1
Install the Skill
Copy the install command above and run it in your terminal.
2
Open Your AI Agent
Launch Claude Code, Cursor, or your preferred AI coding agent.
3
Try It Out
Use the prompt template or examples below to test the skill.
4
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.
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