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Add the skill to a bot, then ask your Chief of Staff:
“Use the Finance - Balance Sheet skill on this: [describe the job, or paste your notes].”
Lenders and SBA loans generally want GAAP or close-to-GAAP. Tax preparers want tax-basis. Buyers / DD typically request both.
What it covers
- Required inputs
- Reporting-basis distinction (CRITICAL)
- Output structure (US GAAP / typical SMB layout)
- Entity-specific equity structure
- Common SMB B/S issues to watch
- Liquidity and leverage ratios
- GAAP vs tax-basis flag