Skill UI

Build comprehensive 3-5 year financial models essential for startup planning and fundraising. This skill meticulously projects revenue using cohort-based methods, details cost structures (COGS, S&M, R&D, G&A), plans headcount, and performs detailed cash flow analysis. It calculates critical metrics like LTV, CAC, and burn rate, providing three scenarios (conservative, base, optimistic) for robust strategic decision-making.

Build comprehensive 3-5 year financial models crucial for early-stage startups. This guide covers revenue projections using cohort-based methods, detailed cost structuring (COGS, S&M, R&D, G&A), robust cash flow analysis, and multi-scenario planning (Conservative, Base, Optimistic). It provides the quantitative foundation needed for fundraising, strategic planning, and investor presentations.

This guide walks users through verifying the complete setup of their Fondo account. It covers essential financial checks, including synchronizing bank transactions, reviewing automated transaction categorization (payroll, software, office), and confirming eligibility and data needed for R&D tax credits. Use this when initially setting up or auditing your core financial data flow.

A comprehensive guide to diagnose and resolve common operational issues within the Fondo platform. It provides step-by-step solutions for sync failures (bank transactions, payroll data), expense categorization errors, and complex R&D tax credit qualification problems. Ideal for finance teams and small business owners needing to maintain data integrity and compliance.

Executes the comprehensive workflow for claiming Research & Development (R&D) tax credits through Fondo. This skill guides users through qualifying R&D expense calculation, prepares the necessary Form 6765, and manages the payroll tax offset process for startups, potentially saving up to $500,000 annually.

A comprehensive guide for startups to maximize Return on Investment (ROI) by optimizing operational costs and leveraging R&D tax credits. This skill covers strategies for improving bookkeeping efficiency, structuring employment (W-2 vs. contractor), selecting the optimal financial plan, and minimizing overall accounting complexity using Fondo's tools.

This comprehensive guide details the setup process for the Fondo platform, designed for automated startup bookkeeping, tax filing, and tracking R&D tax credits. Users must connect core financial sources, including payroll providers (e.g., Gusto, QuickBooks), corporate bank accounts (via Plaid), and expense management tools (e.g., Brex, Ramp). Following these steps ensures seamless data synchronization and compliance for US-incorporated businesses.

This reference architecture outlines a comprehensive financial stack for startups. It centralizes core financial functions—including banking (Mercury), payroll (Gusto), revenue/expense tracking (Stripe/Brex), and advanced bookkeeping/tax services (Fondo)—into a unified data flow. It helps founders and finance teams manage everything from daily transactions to monthly closing, tax filings (like R&D credits), and generating board reports efficiently.

This skill provides comprehensive financial oversight for internal R&D programs and portfolios. It facilitates multi-period budget planning, applying indirect F&A rates, and tracks critical metrics like burn rate and runway against value-inflection milestones. It also supports the capitalization vs. expense determination process based on established accounting standards (IAS 38/ASC 730). Crucially, the tool only provides decision support and never books entries or determines final accounting treatment.

This powerful orchestrator guides the planning, funding, scoping, and synthesis of enterprise research across four critical domains: clinical R&D, finance, market analysis, and product usability. It acts as a central hub, routing complex inquiries to specialized sub-skills and generating structured digests with actionable insights and critical 'grill challenges' for operational rigor.

Generates a structured, multi-section checklist and review framework for assessing tax efficiency for individuals and businesses. It covers key areas including income allowances, pension planning, capital gains tax, corporate reliefs (e.g., R&D, AIA), VAT, and estate planning. Use this tool when conducting year-end reviews or identifying tax-saving opportunities. Note: This is a framework for discussion, not qualified tax advice.