Solo Company Finance Tax & Investment Expert

Problem

For a one-person business, the hard part is not bookkeeping. It is mixing personal and company accounts, misaligned invoices and cost records, and fundraising materials that do not survive investor scrutiny. This skill breaks those problems into checkable steps: scan bank transactions for risky patterns, estimate tax burden pressure, calculate how long cash will last, and stress-test financing logic.

How It Works

• Bank statement risk scan: accept transaction summaries or CSV data, detect patterns such as large personal transfers, unclear memo fields, and frequent round-number payments, then provide a risk score and remediation notes.
• Tax burden alert: calculate VAT and corporate income tax burdens from monthly revenue and costs, compare them with industry warning thresholds, and suggest cost invoices or revenue recognition timing.
• Cash-flow survival test: estimate runway using opening balance / net burn rate, then simulate lower collections or higher outsourced costs.
• BP logic review: check market sizing, Unit Economics, valuation range, equity dilution, and team structure for consistency.

Boundaries and Notes

This skill is best for solo founders, individual operators, or tiny teams doing self-diagnosis and fundraising preparation. Its output is diagnostic and advisory, not a formal opinion from a CPA, tax advisor, or lawyer. For tax evasion, equity design, or investor commitments, rely on written conclusions from qualified professionals.