Forfait Nacalculatie
by Nex AI
Automated profitability analysis and fee-review signaling for flat-fee accounting client portfolios.
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See it in action
You say
Analyze our annual flat-fee clients from clients_2023.csv using an hourly rate of €110. Identify which dossiers are loss-making and suggest discussion points for the fee review.
Your agent does
Analysis complete for 45 clients.
- 6 dossiers flagged as "Loss-making" (<80% coverage).
- BVBA Janssen: 62% coverage (Fee €4k vs Value €6.4k). Discussion: Scope creep in VAT?
- Total Firm Coverage: 92%. Full breakdown saved to nacalculatie_summary.csv.
What you get
About this skill
Automated Profitability Analysis for Accounting Firms
As accounting firms move toward fixed-fee (flat-fee) pricing, monitoring the gap between fees and actual time investment is critical. This skill provides a specialized Python-based workflow to calculate "nacalculatie" (post-calculation) for your client portfolio, identifying exactly which files are underperforming and why.
What it does
The tool processes client data—including annual fees and hours logged—to calculate key performance indicators per dossier. It generates a detailed report sorted by coverage percentage, highlighting files that require immediate attention.
- Coverage Analysis: Compares fixed fees against hourly value.
- Efficiency Metrics: Calculates effective hourly rates per client.
- Automated Flagging: Triggers signals for loss-making dossiers (<80%), undervalued files, and high-margin outliers that might indicate service risks.
- Decision Support: Provides a structured framework for price revisions and scope discussions.
Why use this skill
Manually auditing an entire client list for profitability is time-consuming and prone to oversight. This skill automates the math while providing the professional context needed for partner-level decisions. It goes beyond simple arithmetic by forcing the AI to consider "why" a dossier is loss-making—distinguishing between one-time peaks (e.g., audits) and structural scope-creep.
Output format
The primary output is a processed CSV file ready for Excel/PowerBI, accompanied by a high-level executive summary of the firm's total coverage and a prioritized 'action list' of the most critical files to review before the next billing cycle.
Built by Nex AI. More skills and info at nex-ai.be and slopsome.com.
How to install
Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.
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Creator
Founder of Nex AI. I build production-grade Claude Skills from systems that actually run: multi-tenant SaaS, Telegram agents, Raspberry Pi infrastructure, 3D multiplayer rooms. Every skill ships battle-tested patterns, not theory. 33+ open source skills published, commercial catalog growing.
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