What does this skill do?

The Business Financial Diagnostic Skill performs comprehensive financial analyses that go beyond accounting figures, identifying cash leaks, structural root causes, and opportunities for improvement, with recommendations prioritized by financial impact. Designed for consultants who need to deliver high-value executive diagnostics in a presentable format.

Real-World Mapping
Attract new customers by pinpointing exactly where the structural financial problem lies.
Leak Detection
Identify where money is going when there are cash flow problems with no apparent cause.
Executive Reports
Turn raw financial statements into actionable 30-minute presentations.
Prioritized Recommendations
List specific actions in order of estimated financial impact and realistic timeline.

Usage examples

🏥 Clinic with cash flow problems
Assess a dental clinic that generates €95,000 in revenue per month but has been overdrawn for the past 4 months. Delinquent accounts make up 18% of receivables, and fixed costs total €62,000.
🛒 E-commerce with Low Margins
Analyze a fashion e-commerce business with monthly revenue of 180,000€ but no growth in profit. Variable costs account for 65% of total costs, and the average order value is 38€.
📊 Root Cause Analysis
Identify why this company has recurring cash flow problems despite generating sufficient revenue: [insert financial data].
🎯 Prioritized Recommendations
Please list the three actions with the greatest financial impact to restore profitability in this business: [client data].

Features

Bottleneck Map A structured table listing identified problems, quantified impact, urgency, and probable root cause.
Root Cause Analysis Distinguish between structural, behavioral, and market causes for the three main problems.
Recommendations That Make a Difference Specific actions listed by expected financial impact, implementation timeline, and assigned person in charge.
Tracking KPIs Between 5 and 8 key financial indicators with benchmarks for monthly monitoring.
Executive Format Designed to be presented in 30 minutes, combining analytical rigor with clarity for the client.

Frequently asked questions

Average monthly revenue, fixed and variable costs, contribution margin, cash position, debts, delinquent accounts, and the customer’s main complaint. The more data you provide, the more accurate the assessment will be.
Yes. The skill is designed to adapt to different industries (clinics, e-commerce, services, retail) and business sizes. The diagnostic principles are universal.
Yes. The format is designed for 30-minute executive meetings. You can adjust the tone and level of detail depending on the context, but the structure is ready to use.
The skill combines the provided data with industry benchmarks and financial analysis principles to estimate the impact of each recommendation. These are realistic estimates based on consulting experience.
Business Financial Diagnosis — Actionable Analysis with Claude AI

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