cap-to-tap-planner
OfficialPlan CAPs to TAPs with the 3% rule.
Finance & Accounting#budgeting#profit-first#cap-to-tap#cash-allocation#quarterly-planning#financial-forecast
Authorroaming-panda-llc
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This CAP-to-TAP planner helps businesses implement the Profit First 3% rule by guiding the quarterly transition from current allocation percentages (CAPs) to target allocation percentages (TAPs) across Profit First buckets.
Core Features & Use Cases
- Calculate CAP vs TAP gaps for all buckets (Profit, Owner's Pay, Tax, OpEx).
- Generate a quarterly transition plan with max 3% movement per quarter and balanced changes (no net negative percentages).
- Produce a clear, executable roadmap showing before/after states and rationale for prioritization, suitable for finance reviews.
Quick Start
- Input your current CAPs and target TAPs for Profit, Owner's Pay, Tax, and OpEx.
- Run the planner to receive a quarter-by-quarter plan that respects the 3% rule and total 100%.
- Review and adjust the plan with your accountant.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: cap-to-tap-planner Download link: https://github.com/roaming-panda-llc/claude-plugins/archive/main.zip#cap-to-tap-planner Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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