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joellewis avatar

Fee Billing

joellewis/finance_skills
410 installs164 stars
Summary

This handles the operational mechanics of advisory fee billing, from designing tiered schedules through calculation, collection, and revenue recognition. Use it when you're building a billing engine, debugging proration logic for mid-period contributions and withdrawals, deciding between advance versus arrears billing, or figuring out household aggregation rules. It covers the GAAP revenue recognition treatment, compliance disclosure requirements for ADV Part 2A and ERISA 408(b)(2), and the practical difference between true tiered schedules (where each dollar is billed at its tier rate) versus breakpoint schedules (where the entire balance gets the highest tier rate reached). Good for migrating off spreadsheet billing or forecasting advisory revenue with any precision.

Install to Claude Code

npx -y skills add joellewis/finance_skills --skill fee-billing --agent claude-code

Installs into .claude/skills of the current project.

CodeRabbit
CodeRabbit
AI writes the code. CodeRabbit catches the slop.
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MCP-ready Email Sending
Plug Mailtrap into your AI workflow and let it handle the email.
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Make your agent a DeFi expert
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Capacitor - Shared memory for your team’s coding agents.
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Make coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
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Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
Try For Free →
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Give your AI the whole web as clean markdown
Integrate web data into your AI product. One API to scrape website & brand data.
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belt - the only tool your agent needs
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belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →
inference shell
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create and run specialised agents in minutes
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CodeRabbit
CodeRabbit
AI writes the code. CodeRabbit catches the slop.
Try For Free →
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MCP-ready Email Sending
Plug Mailtrap into your AI workflow and let it handle the email.
Connect Mailtrap MCP →
Make your agent a DeFi expert
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Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →
Capacitor - Shared memory for your team’s coding agents.
Capacitor - Shared memory for your team’s coding agents.
Make coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
Try For Free →
CodeScene MCP ServerCodeScene MCP Server
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Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
Try For Free →
Give your AI the whole web as clean markdownGive your AI the whole web as clean markdown
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Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →
belt - the only tool your agent needs
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belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →
inference shell
inference shell
create and run specialised agents in minutes
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Files
SKILL.md

Select a file.

Featured
CodeRabbit
CodeRabbit
AI writes the code. CodeRabbit catches the slop.
Try For Free →
MCP-ready Email SendingMCP-ready Email Sending
MCP-ready Email Sending
Plug Mailtrap into your AI workflow and let it handle the email.
Connect Mailtrap MCP →
Make your agent a DeFi expert
Make your agent a DeFi expert
Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →
Capacitor - Shared memory for your team’s coding agents.
Capacitor - Shared memory for your team’s coding agents.
Make coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
Try For Free →
CodeScene MCP ServerCodeScene MCP Server
CodeScene MCP Server
Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
Try For Free →
Give your AI the whole web as clean markdownGive your AI the whole web as clean markdown
Give your AI the whole web as clean markdown
Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →
belt - the only tool your agent needs
belt - the only tool your agent needs
belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →
inference shell
inference shell
create and run specialised agents in minutes
build now →
Categories
DevOps & CI/CDAutomation & WorkflowsSales & MarketingDesign & UI/UXOffice & DocumentsFinance & Trading
First SeenJun 3, 2026
View on GitHub

More from joellewis/finance_skills

All 84 skills →
  • Account Opening Workflow409
  • Statistics Fundamentals535
  • Asset Allocation534
  • Commodities513
  • Quantitative Valuation507
  • Order Lifecycle503
  • Finance Psychology496
  • Account Transfers495
  • Market Data487
  • Investment Policy483
  • Currencies And Fx465
  • Trade Execution465
  • Debt Management464
  • Privacy Data Security464
  • Data Quality461
  • Rebalancing461
  • Financial Planning Integration460
  • Financial Planning Workflow459
  • Historical Risk458
  • Advertising Compliance457
  • Volatility Modeling457
  • Liquidity Management455
  • Portfolio Management Systems455
  • Time Value Of Money454

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