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Annual Financial Report Template

Annual Financial Report Template

Use this checklist to create a comprehensive overview of all financial, operational, and strategic activity of your business
1
Introduction:
2
Gather financial statements:
3
Contact accounting department for financial statements
4
Determine any additional sections of the report
5
Verify financial data:
6
Check liabilities plus equity is equal to total assets
7
Check retained earnings has been updated
8
Check profit before taxes is present
9
Add the increase/decrease to year opening cash balance
10
Confirm all figures are correct
11
Describe the errors that have been identified
12
Request errors to be amended
13
Add a section explaining the report's structure
14
Letter from the CEO:
15
Send your CEO the financial overview
16
Add the CEO's letter to the report
17
Senior management profiles:
18
Contact HR for a list of directors and senior management
19
Contact each for a brief quote about annual performance
20
Plans for the future:
21
Enter the company's strategic plan
22
Add info on new product and services for coming year
23
Include the accompanying adjusted projections
24
Submit for review:
25
Pass to a colleague for review and editing assistance
26
Prepare report
27
Obtain signatures from the CEO and CFO
28
Schedule review meeting with CEO
29
Assign relevant individual to approval task
30
Approval: Annual financial report
31
Submit to the relevant regulatory body
32
Sources:
33
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