
Monthly Financial Report Template
Are your monthly financial reports in need of an overhaul?
The financial reporting function is crucial to every business, so it might be time for a reboot if you are not getting the information you need to make important decisions. Ideally, your executive team should be able to use these reports to:
- Track Your Company’s Current Financial Health
- Spot Trends and Plan for the Future
- Assess the Financial Benefits of Proposed Initiatives
- Provide Information to Key Stakeholders
- Oversee Compliance with Regulatory Bodies
This financial reporting template contains example financial statements, an accounts receivable aging summary, a high-level budget and forecast, and the deep analysis and recommendations you should expect from your finance team.
We hope you find it helpful!
Thought Leadership
Recruiting Outside Investors Part II: Ensuring the Right Fit
In last month’s Recruiting Outside Investors Part I, we discussed some of the initial questions you as a business owner should be asking yourself when considering raising external capital. Specifically, we touched upon the need to understand 1) where the money would...
Exclusive Offer to Become a Charter Member of our New LinkedIn Group
Welcome to Our Newly-Launched Group, Tri-State CEO Executive Growth Forum, on LinkedIn We'd like to extend an exclusive, charter invitation to join a new group we've just launched on LinkedIn for senior-level executives looking for Sustainable Growth, Strategic...
FiOS1 Long Island Money & Main$treet
June 2017 Christa Lauri, host of FiOS1 LI Money & Main$treet, interviews William Lieberman, to discuss ways of obtaining capital to grow your business and issues to consider from the use of funds, to the types of capital, terms and conditions, investor fit and...