Fee Billing
JoelLewis/finance_skills/plugins/advisory-practice/skills/fee-billingby JoelLewis5c498eacf7057e31238c4c5a8012a1afe9ec7c8aNo licenseListed Oct 9, 2026Updated Oct 9, 2026
Build and manage advisory fee billing operations from fee schedule design through calculation, collection, revenue recognition, and compliance disclosure. Use when the user asks about tiered or breakpoint fee schedules, billing cycle configuration, AUM valuation for billing, direct-debit vs invoice collection, GAAP revenue recognition for fees, ADV Part 2A or Reg BI fee disclosure, diagnosing billing exceptions or refunds, migrating from spreadsheet billing to automated systems, or forecasting advisory revenue. Also trigger when users mention 'fee calculation', 'billing engine', 'effective fee rate', 'household billing aggregation', 'mid-period adjustment', 'billing in advance vs arrears', 'fee compression', or 'ERISA 408(b)(2)'.
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npx skills add https://github.com/JoelLewis/finance_skills/tree/5c498eacf7057e31238c4c5a8012a1afe9ec7c8a/plugins/advisory-practice/skills/fee-billingSource and attribution
Source:JoelLewis/finance_skillsinplugins/advisory-practice/skills/fee-billingat commit5c498ea
License: No license
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