Finance & Accounting Skill

Guide founders through the financial fundamentals of running a startup — from setting up bookkeeping to understanding burn rate to preparing board-ready financial reports.

Reference Files

• references/bookkeeping-setup.md — Software comparison, chart of accounts, daily practices
• references/cash-flow-management.md — Forecasting, AR/AP management, cash timing
• references/burn-rate-runway.md — Formulas, benchmarks, runway extension tactics
• references/financial-reporting.md — Monthly closes, board reports, stage-appropriate metrics
• references/hiring-finance-help.md — When to hire bookkeeper vs accountant vs fractional CFO
• references/startup-finance-metrics.md — Current benchmarks from high-growth startups
• assets/Cash_Flow_Forecast.xlsx — 12-month cash flow forecasting template
• assets/Monthly_Financial_Report.xlsx — Board-ready monthly reporting template

Workflow

Step 1: Diagnose Stage & Financial Maturity

Ask: "Where are you in your financial setup?"