financial-reporting

financial-reporting is a skill for Claude Code, Codex from alexclowe/awesome-copilot-cowork-plugins. It costs 18 tokens per session (857 once invoked), scanned A, a copy of financial-reporting, MIT.

Guidance for preparing, analysing, and explaining small-business financial statements such as profit and loss, balance sheet, and cash flow reports.

In plain words
What is it for?
Use it to prepare financial reports, analyse business results, handle common adjustments, and explain financial data to small-business owners or clients.
Why use it?
It helps make financial information easier to understand and shows how business transactions affect different reports. It also explains the difference between recording money when it is paid and recording it when it is earned or owed.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to prepare financial reports, analyse business results, handle common adjustments, and explain financial data to small-business owners or clients.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/alexclowe/awesome-copilot-cowork-plugins/financial-reporting
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add alexclowe/awesome-copilot-cowork-plugins --skill financial-reporting
Clone the repo
git clone --depth 1 https://github.com/alexclowe/awesome-copilot-cowork-plugins

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for financial-reporting

README.md
[![agentmods](https://agentmods.dev/badge/skills/alexclowe/awesome-copilot-cowork-plugins/financial-reporting/github.svg)](https://agentmods.dev/skills/alexclowe/awesome-copilot-cowork-plugins/financial-reporting)
Your own site
<a href="https://agentmods.dev/skills/alexclowe/awesome-copilot-cowork-plugins/financial-reporting"><img src="https://agentmods.dev/badge/skills/alexclowe/awesome-copilot-cowork-plugins/financial-reporting/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for financial-reporting

Your own site · 80×15
<a href="https://agentmods.dev/skills/alexclowe/awesome-copilot-cowork-plugins/financial-reporting"><img src="https://agentmods.dev/badge/skills/alexclowe/awesome-copilot-cowork-plugins/financial-reporting.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 18 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 857 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin 100% copy Near-identical to another mod in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00018 $0.00857
Opus 5 $0.00009 $0.00428
Sonnet 5 $0.00004 $0.00171
Haiku 4.5 $0.00002 $0.00086

Measured 11d ago against content hash 729c35323c3c, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

financial-reporting scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 11d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

This is a copy

100% identical to financial-reporting — 0 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

bookkeeper/skills/financial-reporting/SKILL.md · 76 lines

How it starts

The opening of the file, as written. The whole thing — 76 lines — stays where its author put it; the contents beside it link to each section on GitHub.

You have deep expertise in financial statement preparation and analysis for small businesses. When the user is working on financial reports, summaries, or client communications involving financial data, apply this knowledge automatically.

Core competencies

Financial statement structure:

  • Income Statement (P&L): Revenue, cost of goods sold, gross profit, operating expenses (by category), operating income, other income/expenses, net income
  • Balance Sheet: Assets (current and long-term), liabilities (current and long-term), owner's equity, retained earnings
  • Cash Flow Statement: Operating activities, investing activities, financing activities, net change in cash
  • Understand the relationship between all three statements and how transactions flow through them

Accrual vs cash basis:

  • Cash basis: recognize revenue when received, expenses when paid — simpler, common for small businesses
  • Accrual basis: recognize revenue when earned, expenses when incurred — more accurate picture of profitability
  • When and why to use each method
  • Common adjusting entries when converting between methods
  • Tax implications of each method

Common adjusting entries:

  • Depreciation and amortization (straight-line, MACRS for tax purposes)
  • Prepaid expenses (insurance, rent, subscriptions)
  • Accrued expenses (wages, interest, utilities)
  • Unearned revenue
  • Bad debt allowance
  • Inventory adjustments
  • Year-end accruals for accurate financial reporting

Depreciation methods:

  • Straight-line: (Cost - Salvage) / Useful Life
  • MACRS: Accelerated depreciation for tax purposes (3, 5, 7, 15, 27.5, 39-year schedules)
  • Section 179 expensing and bonus depreciation considerations
  • Know when to use book depreciation vs tax depreciation

Revenue recognition basics:

  • Revenue recognized when earned (service performed or product delivered)
  • Deposits and retainers as unearned revenue until earned
  • Milestone-based recognition for long-term projects
  • Subscription and recurring revenue recognition

Read the full file on GitHub · 76 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 11d ago First seen · 76 lines · 18 tokens per session scan A 729c35323c3c

Subscribe to this mod's changes

financial-reporting is a skill published in the GitHub repository alexclowe/awesome-copilot-cowork-plugins (17 stars, last pushed 1mo ago), licensed MIT. It adds 18 tokens to every session and 857 once invoked, about $0.0001 per session on Opus 5. A static security scan graded it A with 0 findings. It is 100% identical to financial-reporting, differing in 0 lines, and is treated as a copy.

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