Build and manage advisory fee billing operations from fee schedule design through calculation, collection, revenue recognition, and compliance disclosure. Use when the user asks about tiered or breakpoint fee schedules, billing cycle configuration, AUM valuation for billing, direct-debit vs invoice collection, GAAP revenue recognition for fees, ADV Part 2A or Reg BI fee disclosure, diagnosing…
Install
The individual skill folder is not confirmed. This command opens the repository’s skill selector; follow the upstream instructions.
skills CLI
npx skills add JoelLewis/finance_skills