board-prep

<!-- Generated from `.claude/skills/_available/finance/board-prep/SKILL.md` by `scripts/generate-agents-skills.py`. Do not edit. --> ## When to use Use for a named board or leadership meeting when the requester needs a traceable financial snapshot, variance narrative, forecast limits, and questions for human review. Confirm the reporting period and meeting scope before gathering data. Do not use this skill to close the books, post or alter accounting entries, certify an audit, approve a forecast, make a board decision, or send materials externally. Not for tax, legal, fundraising, or investor filings that require an authorized professional process. ## Inputs and source discipline 1. Record the requested period, meeting date if supplied, reporting timezone/fiscal calendar, and an explicit `as-of` date. Never invent a missing date; mark it unknown and ask for it. For every input record the source, source date, date checked, scope, unit, and currency. 2. Prefer reconciled ledger or close-package actuals, then an approved budget or forecast, then dated management reports, then dated meeting notes or user statements. Treat meeting context as context, not as proof of a financial number. Keep conflicting sources visible. 3. Keep actuals, budget, forecast, and scenario values in separate fields. Normalize units or currency only with an explicit conversion source, rate, and date; otherwise report them as incomparable. Do not turn a missing value into zero. ## M...