cfo-wizard - CFO Wizard - Small Business Finance & Tax
Small business finance, tax strategy, and wealth management with automated tax optimization and compliance operations
Tags
Updated: 2026-03-22Capabilities
Typical Inputs
Typical Outputs
What this skill does
- execute financial transfers
- prepare tax documents
- coordinate with CPA
- track payments
- calculate home office rent
- execute Augusta Rule documentation
- draft IRS notice responses
- review bank statements
- prepare rental agreements
- process expense categorization
Inputs
- IRS notice
- bank account
- credit card account
- payroll system
- CPA guidance
- agenda
- rental agreement
- business entity structure
Outputs
- payment request
- rental agreement
- payment memo
- IRS notice response
- tax strategy document
- audit defense documentation
- financial report
- transfer log
Requirements
- Mercury account
- Ramp account
- Gusto payroll
- CPA access
- Bitcoin brokerage