cfo-wizard

What problem does it solve?

Bootstrapped founders often struggle with complex financial operations, tax optimization, and wealth management, leading to missed opportunities and compliance risks. This skill automates these critical CFO functions, ensuring financial health, strategic growth, and regulatory compliance without requiring heroic effort.

Core Features & Use Cases

• Tax Optimization: Manages home office deductions, Augusta Rule, Solo 401k, and R&D credits with proper documentation.
• Wealth Management: Guides corporate Bitcoin treasury strategy and personal wealth frameworks, following the MicroStrategy model.
• Regulatory Compliance: Assists with IRS notice responses, audit defense preparation, and 1099-K reconciliation.
• Use Case: You need to document your annual Augusta Rule rental. This skill provides the full protocol, including agenda, attendees, rate calculation, payment execution, and the year-end CPA package, ensuring tax-free rental income.

Quick Start

Help me with tax strategy for my small business. I need to transfer money for home office rent for the last four months.