Financial Analyst Helper

Transaction recording, bank reconciliation, month-end close, and AR/AP analysis. Auto-categorizes transactions with account numbers and runs 60-item close checklists. Use when client asks for journal entries, chart of accounts, bank reconciliation, month-end close, bookkeeping health check, AR aging, or year-end tax prep.

Budget construction, variance analysis, scenario planning, and cost allocation. Selects methodology (ZBB, incremental, rolling) and produces RAG-status variance reports. Use when client asks for budget building, budget vs actuals, headcount planning, CapEx/OpEx classification, reforecasting, or cost reduction.

Payroll calculation, tax compliance, exempt classification, and garnishment processing. Runs gross-to-net with 2026 federal rates and 60-point compliance audits. Use when client asks for payroll calculation, new hire setup, exempt vs non-exempt, garnishments, benefits cost, or payroll audit.

Expense report auditing, fraud detection, policy building, and spend optimization. Runs 50-point audit checklists with Benford's law analysis and IRS per diem verification. Use when client asks for expense review, fraud detection, expense policy, spend analysis, per diem rates, or quarterly spend review.

Australian crypto tax classification, CGT calculations, DeFi taxation, and Koinly setup. Searches ATO knowledge base for current positions and runs trading vs investment classification assessments. Use when client asks for crypto tax classification, CGT calculation, DeFi tax treatment, Koinly help, record keeping, or ATO audit prep.