cfo-wizard - Small Business Finance & Tax Strategy
Financial operations, tax optimization, and wealth management for bootstrapped founders
Tags
Updated: 2026-03-23Capabilities
Typical Inputs
Typical Outputs
What this skill does
- execute transfers
- prepare documentation
- track transfers
- draft responses
- calculate amounts
- update logs
- create packages
- coordinate CPA
Inputs
- Mercury account
- Ramp account
- Gusto platform
- bank statements
- receipts
- tax documents
- business entity information
- financial records
Outputs
- tax strategy documents
- payment requests
- transfer logs
- documentation packages
- IRS notice responses
- audit defense materials
- financial summaries
- payment proofs
Requirements
- Mercury business banking access
- Ramp business card access
- Gusto payroll access
- CPA review