BS Quick Compare — Skill

What This Skill Does

Runs a period-over-period variance analysis on the Balance Sheet (BS) pulled directly from QuickBooks Online. Outputs a 4-tab Excel workbook: Summary | Detail | Flags | CDC Log.

Mirrors the pl-quick-compare and scf-quick-compare patterns but for the Balance Sheet — Assets / Liabilities / Equity sections, accounting equation validation, and BS-specific analysis notes on flagged items tying changes to SCF, AR/AP aging, capex, debt schedule, and equity activity.

When to Use

Use when:

• A client needs month-end or YTD balance sheet comparison
• Reviewing BS as part of monthly close deliverables
• Investigating material shifts in assets, liabilities, or equity
• Client asks: "why did our AR/AP/cash/debt change?" or "what happened to our equity?"
• Pre-loan/investor analysis requiring clear BS trend visibility