Claude-skill-registry-data managing-finances

Use this skill for tracking business finances, expenses, revenue, tax preparation, or financial planning for Support Forge LLC. Helps with bookkeeping, expense categorization, profit tracking, and tax estimates. Invoke for any business financial management, accounting, or tax-related tasks.

install

source · Clone the upstream repo

git clone https://github.com/majiayu000/claude-skill-registry-data

Claude Code · Install into ~/.claude/skills/

T=$(mktemp -d) && git clone --depth=1 https://github.com/majiayu000/claude-skill-registry-data "$T" && mkdir -p ~/.claude/skills && cp -r "$T/data/managing-finances" ~/.claude/skills/majiayu000-claude-skill-registry-data-managing-finances && rm -rf "$T"

manifest: data/managing-finances/SKILL.md

source content

Financial Management for Support Forge LLC

Track and manage business finances for Support Forge.

Business Information

SUPPORT FORGE LLC
166 Wilson St
Haverhill, MA 01832

EIN: 41-3821756
Formation: January 2026
State: Massachusetts
Type: Single-Member LLC (Member-Managed)
Fiscal Year End: December 31

Owner: John {YOUR_NAME}

Bank Accounts

Business Account (To Be Opened)

Bank: Mercury (Recommended) or Chase
Account Type: Business Checking
Purpose: All business transactions

Setup Status: Pending
Next Step: Open account with EIN

Current Payment Methods

ACH/Bank Transfer:
  Account: 8252968985
  Routing: 211370545

Zelle: {YOUR_EMAIL}
Venmo: {YOUR_EMAIL}

Income Tracking

Revenue Log Template

REVENUE LOG - [MONTH YEAR]
==========================

| Date | Client | Description | Invoice # | Amount | Status |
|------|--------|-------------|-----------|--------|--------|
| | | | | | |
| | | | | | |

MONTHLY TOTAL: $0.00
YTD TOTAL: $0.00

Revenue Categories

Consulting - Hourly consulting work
AI Enablement - Claude Code setup packages
Web Development - Website projects
Maintenance - Ongoing site maintenance
Training - Training sessions
Retainer - Monthly retainer agreements

Expense Tracking

Expense Log Template

EXPENSE LOG - [MONTH YEAR]
==========================

| Date | Vendor | Description | Category | Amount | Receipt |
|------|--------|-------------|----------|--------|---------|
| | | | | | □ |
| | | | | | □ |

MONTHLY TOTAL: $0.00

Expense Categories (Tax Deductible)

Software & Subscriptions

Anthropic API (Claude)
OpenAI API
GitHub
Domain registrations
Hosting services (AWS, Vercel)
Design tools (Canva Pro)
Productivity tools

Professional Services

Accounting/bookkeeping
Legal services
Business insurance

Office & Equipment

Computer equipment
Office supplies
Internet (business portion)
Phone (business portion)

Marketing & Advertising

Website costs
Advertising
Business cards
Marketing materials

Travel & Meals

Client meetings (meals 50% deductible)
Business travel
Mileage (if applicable)

Education & Training

Courses and certifications
Books and resources
Conference attendance

Business Operations

Bank fees
Payment processing fees
Business licenses
LLC filing fees ($520 MA)
Annual report ($500 MA)

Monthly Financial Review

Checklist

MONTHLY REVIEW - [MONTH]
========================

□ Reconcile all transactions
□ Categorize expenses
□ Record all revenue
□ Save/organize receipts
□ Calculate profit/loss
□ Update YTD totals
□ Review upcoming expenses
□ Set aside tax estimate

SUMMARY
-------
Revenue: $______
Expenses: $______
Net Profit: $______
Tax Set-Aside (25%): $______

Profit & Loss Template

PROFIT & LOSS STATEMENT
=======================
Period: [Month/Quarter/Year]

REVENUE
-------
Consulting Services      $______
AI Enablement Packages   $______
Web Development          $______
Maintenance/Retainers    $______
Other Income             $______
                         -------
TOTAL REVENUE            $______

EXPENSES
--------
Software & Subscriptions $______
Professional Services    $______
Office & Equipment       $______
Marketing                $______
Travel & Meals           $______
Education                $______
Business Operations      $______
                         -------
TOTAL EXPENSES           $______

                         =======
NET PROFIT               $______

Tax Obligations

Federal Taxes (Single-Member LLC)

LLC is "pass-through" entity
Report on personal tax return (Schedule C)
Self-employment tax: 15.3% on net profit
Income tax: Based on total income and bracket
Estimated taxes due: April 15, June 15, Sept 15, Jan 15

Massachusetts Taxes

No separate LLC tax for single-member
Report on personal MA return
MA income tax rate: 5% flat

Quarterly Estimated Tax

Set aside 25-30% of net profit for taxes

QUARTERLY TAX ESTIMATE
======================
Quarter: Q[X] [Year]

Net Profit This Quarter: $______
Estimated Tax Rate: 25-30%
Amount to Set Aside: $______

Federal (Form 1040-ES): $______
MA (Form 1-ES): $______

Tax Calendar

2026 TAX DEADLINES
==================
Jan 15, 2026 - Q4 2025 estimated taxes
Apr 15, 2026 - Q1 2026 estimated + 2025 return
Jun 15, 2026 - Q2 2026 estimated taxes
Sep 15, 2026 - Q3 2026 estimated taxes
Jan 15, 2027 - Q4 2026 estimated taxes

Deduction Tracking

DEDUCTION TRACKER - [YEAR]
==========================

Category                 YTD Amount
----------------------------------------
Software/Subscriptions   $______
Professional Services    $______
Office/Equipment         $______
Marketing               $______
Travel/Meals (50%)      $______
Education               $______
Home Office (if applicable) $______
Business Operations     $______
----------------------------------------
TOTAL DEDUCTIONS        $______

Receipt Management

Organization System

Receipts/
├── 2026/
│   ├── 01-January/
│   ├── 02-February/
│   └── ...
└── Categories/
    ├── Software/
    ├── Equipment/
    └── ...

Receipt Capture

Take photo immediately
Save to organized folder
Note business purpose
Keep for 7 years

Financial Goals

Revenue Targets

REVENUE GOALS - 2026
====================

Monthly Target: $______
Quarterly Target: $______
Annual Target: $______

Breakdown:
- Consulting: $______/month
- Packages: X packages × $______ = $______
- Maintenance: X clients × $______/month = $______

Expense Budget

MONTHLY EXPENSE BUDGET
======================

Fixed Costs:
- Software subscriptions: $______
- Hosting: $______
- Insurance: $______
Subtotal Fixed: $______

Variable Costs:
- API usage: ~$______
- Marketing: $______
- Other: $______
Subtotal Variable: $______

TOTAL BUDGET: $______

Tools & Resources

Free Bookkeeping Tools

Wave: https://www.waveapps.com (free accounting)
Zoho Invoice: https://www.zoho.com/invoice (free invoicing)
Google Sheets: Simple tracking spreadsheets

Recommended Setup

Mercury - Business banking (free, great for startups)
Wave - Free bookkeeping and invoicing
Google Drive - Receipt storage
Google Sheets - Custom tracking

When to Get Help

Revenue exceeds $50K/year → Consider accountant
Complex deductions → Tax professional
Multiple states → Tax professional
Hiring employees → Payroll service + accountant

MA LLC Compliance

Annual Requirements

□ Annual Report - Due on anniversary of formation
  Fee: $500
  File at: sec.state.ma.us

□ Keep registered agent current
  Current: John {YOUR_NAME}
  Address: 166 Wilson St, Haverhill, MA 01832

□ Maintain LLC records
  - Operating agreement
  - Meeting minutes (if any)
  - Financial records

Quick Commands

"Log expense [amount] for [category] at [vendor]" → Add to expense log

"Log revenue [amount] from [client]" → Add to revenue log

"Monthly financial summary" → Generate P&L for current month

"Tax estimate for [quarter]" → Calculate quarterly tax set-aside

"Expense report for [category/month]" → Generate expense breakdown