Fee Billing

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