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advisory-essentials
Free advisory skills for Claude: due-diligence request lists and engagement letter drafting. Drafting/analysis aids — not professional advice.
$
npx claudepluginhub kimonarrow/ledgerskills --plugin advisory-essentialsPopularity
Stars
Med: 0·Avg: 286
Installs
Med: 0·Avg: 1
What's Inside
Skills2
due-diligence-request-list
/due-diligence-request-list
Generates a tailored financial due diligence (FDD) information request list and tracker by deal type, industry, and size, covering financials, quality of earnings, working capital, net debt and debt-like items, tax, commercial, and HR data, sequenced by priority for the deal team to issue to a target. Use this for buy-side or sell-side M&A advisory, vendor due diligence, FP&A deal support, or any QofE/IDR scoping exercise in Excel or Markdown.
engagement-letter-drafter
/engagement-letter-drafter
Drafts a clean first-pass engagement or scoping letter for advisory, accounting, audit, tax, or FP&A work from a short set of deal parameters, covering scope and deliverables, fees and basis, client and practitioner responsibilities, timeline, and standard generic limitation-of-liability, confidentiality, and independence caveat blocks. Use when a finance professional needs to turn brief engagement notes into a structured letter ready for partner review, when onboarding a new client or project, or when refreshing scope on a renewal. Produces a generic professional template grounded in public standards (ISA 210 terms-of-engagement principles, IESBA Code, OECD and EU VAT references where tax is in scope), not any firm proprietary wording.
README
LedgerSkills
Security-vetted Claude Code skills for audit, tax, FP&A and accounting. Tested on real files. No mystery code.
LedgerSkills is a curated marketplace of agent skills for finance professionals using Claude Code and claude.ai. Every listing is:
- Hand-reviewed — we read every line before listing it
- Security-scanned — invisible-Unicode injection checks, prompt-injection lint, executable inventory (methodology)
- SHA-pinned — third-party skills are pinned to the exact reviewed commit; upstream changes go back into review, never auto-shipped
- Actually tested — we run each skill on realistic files and publish the verdict
⚠️ Every skill here is a drafting and analysis aid, not professional advice. Output must be reviewed by a qualified professional. Scan scores mean "scanned", not "safe".
Install
In Claude Code:
/plugin marketplace add OWNER/ledgerskills
/plugin install audit-essentials@ledgerskills
Or browse the catalog with scan reports at the LedgerSkills directory. Using claude.ai instead of Claude Code? Each skill page shows the upload path too.
Free skill packs (19 skills)
| Plugin | Skills |
|---|---|
audit-essentials | excel-formula-auditor · journal-entry-tester · audit-sampling-memo · ifrs-disclosure-checklist · fs-tie-out-helper |
accounting-essentials | ifrs16-lease-workpaper · bank-reconciliation-helper · revenue-recognition-stepper · month-end-close-checklist |
fpa-essentials | three-statement-linter · dcf-review-checklist · variance-commentary-writer · board-pack-summarizer · financial-ratio-analyst |
tax-essentials | eu-vat-determinator · transfer-pricing-doc-outline · vat-invoice-checker |
advisory-essentials | engagement-letter-drafter · due-diligence-request-list |
All free skills are MIT-licensed, ship with synthetic sample files so you can try them in 60 seconds, and are built on public methodology only (ISA, IFRS, OECD guidelines, EU VAT Directive).
Premium packs
- Audit Workpaper Suite — the connected set covering a substantive file from materiality to misstatement evaluation (7 skills)
- FP&A Monthly Close Toolkit — run the close calendar end-to-end, from orchestration to the management deck (7 skills)
Details and purchase: ledgerskills.pages.dev/packs
Repo layout
.claude-plugin/marketplace.json— the marketplace manifest (generated; do not edit by hand)plugins/— first-party free pluginsregistry/— listing metadata, scan reports, schemas (the catalog database)scripts/— scan/curation pipeline (npm run scan:all,npm run validate,npm run gen)site/— the Astro website
Newsletter
Every new skill we scan and test, weekly: subscribe at ledgerskills.pages.dev.
Security
Found something suspicious in a listed skill? Open an issue or email — listings are delisted first, investigated second. See our takedown policy.
License
First-party skills and pipeline code: MIT. Third-party listings remain under their own licenses (linked, never rehosted). "Claude" is a trademark of Anthropic, PBC; LedgerSkills is an independent project, not affiliated with or endorsed by Anthropic.
Stats
Version1.0.0
LanguageAstro
Stars0
MaintenanceGood
LicenseMIT
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