/company-cfo — Monthly company CFO workflow

The standing analysis leadership uses to make distribution / cuts / hiring / runway decisions. Primary cadence is monthly (run on the 1st for the closed prior month). Weekly and scenario modes cover the in-between.

Anonymized team-scope sibling to personal-cfo (households). Same discipline (transaction-sum EOM, categorization traps, scenario modeling) applied to company books.

Step 0 — Load company config + prior run

Before starting work, read these in order:

1. The config doc in ${COMPANY_CFO_ROOT:-$HOME/code/company-cfo}/ (CLAUDE.md or AGENTS.md, whichever exists) — your company's specific methodology, data source map, categorization rules, distribution mechanics. This is the source of truth for HOW your company computes things. Don't invent your own methodology.
2. The most recent report in ${COMPANY_CFO_ROOT}/reports/monthly/ — last month's snapshot. Tells you what leadership decided + what was open.
3. The most recent *-followup.md in that folder (if one exists) — supplementary decisions, scenario analysis.
4. Any relevant memory notes in your agent's memory, or ${MAKERSKILLS_MEMORY:-${MAKERSKILLS_CONFIG:-$HOME/.config/makerskills}/memory}/ if it has none — running context: known anomalies, leadership constraints, current churn state.
5. git log --oneline -10 in ${COMPANY_CFO_ROOT} — what's shipped since the last run.

If the COMPANY_CFO_ROOT dir doesn't exist yet: first-run walkthrough asks the user to mkdir it, seed an AGENTS.md from references/company-config-template.md (symlink CLAUDE.md to it for Claude Code), and set the env var.

Step 1 — Parse mode