Annual Report Summary for Family or Small Business Owners
Summarize the year for non-experts.
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Summarize our year for the owners. Annual figures (revenue, costs, profit, cash, debts) and last year's: [ANNUAL_FIGURES]. Events (new hires, equipment, lost customers): [EVENTS]. Plans for next year: [PLANS]. Write a two-page summary with these headings, each opened by a one-sentence headline: 1. Headline results: three sentences. 2. Results table: this year, last year, change in amount and percent, with the arithmetic for every percentage. 3. What drove the result: the three largest changes explained. 4. What we owe and what we own, in plain terms. 5. What we learned. 6. Plans for next year, with the budget implications. 7. Decisions for owners: pay, reinvestment, debt repayment. 8. What we still do not know, such as unpaid invoices. Use short sentences and clear headings, include a chart suggestion with a text description for readers who cannot see it, and keep numbers to those a reader can verify in the attached statements. Add a note that figures are unaudited and prepared from the records provided [VERIFY with the accountant]. Do not invent numbers.
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