A financial report is a very important document reflecting the targets achieved by the company, its success and failures and most importantly its financial position. It reflects a big picture of a company’s vision, its mission, and its goals. It differs from the financial statement in many ways. These templates and examples will prove to be very helpful to you for creating a financial report for your organization.
5 Steps to Write a Financial Report
Step 1: Your Company’s Vision and Mission
Whether you own a small business or a large company, you must have a mission and vision. This mission should be present in your financial report and what steps did you take in the past month, quarter, six months or year towards that mission. You can include here any extraordinary achievements of the company.
Step 2: A Direct Dialogue
A letter or address from the CEO or a top management person goes a long way in maintaining the relationship with your employees and stakeholders. It feels personal and like a direct dialogue to every person who reads that document. It also helps the organization when going through a tough time to hold on tight.
Step 3: Format of the Document
You can write the report without following any standard format and can make your report in a way that looks professional and presentable and includes all the significant elements. In order to save your time and use a consistent format, you can use the ready-made templates available on our website. You can buy a professional high-quality template as per your business needs.
Step 4: Financial Data
The purpose of making a financial report is to present the financial facts and position in a manner that makes it easy for management to make decisions. It may be long-term as well as short term. The data must be comparable and should present the business growth fairly. The data used must be authentic and correct.
Step 5: Elements of Financial Report
The report must be prepared in such a way that makes it easy to understand. You can use graphs, charts, tables, etc. to quickly grasp the content. There must be a conclusion in the end as to what is the company’s overall position. These reports are not just made for collecting data; they are a source of more focused planning for the targeted areas.
10+ Financial Report Templates
1. Monthly Financial Report Template
The top management level requires a constant update on how the company is working in order to take important timely decisions. In order to track the progress of your company or business, you can use this monthly financial statement template. It is a simple and professional-looking report template in Google Docs that you can choose as you will need a template for every month.
2. Financial Report for Small Business Template
In order to clearly present financial facts and figures of your company, you can download this template. Use this simple one which is fully customizable. This is an annual sample financial report template which comes in a completely editable and printable format. It looks professional as well.
3. Simple Financial Report Template
Use this sample annual report template to present your business activities in a structured format. The template is made by professionals so it will be easy to use for your staff. It is made to fit in your specific business needs. It is highly customizable. There are charts and graphs included to present the data in an easy-to-understand manner.
4. Sample Financial Report Template
This quarterly financial report template will help you write a financial report to convey your message directly. With convenience in mind, this template is made so easy to edit in all file formats. It is available for instant download and can be used on any devices i.e. computers, laptops, mobiles, tablets, etc. as per your ease and comfort.
5. Annual Financial Report Template
If you are planning to create a document to record, monitor and plan your financial position, this company and financial report template is for you. This professionally designed template is easy to edit and can be used in any file format. Its suggestive content and headings will also help you to use it after making the required changes.
6. Church Financial Report Template
Every organization or institution requires financial planning. Churches are no exception. This church financial report template is for an auditor’s use to create a church’s financial report template. It includes an independent auditor’s report and a general set of financial statements. By making the required changes, it can be used for the internal financial planning of the church.
7. Standard Annual Financial Report Template
This is another annual financial report template. It is elegant and professional looking and will help to create a quality financial report. It is an 18-page detailed document. It supports MS Word and Pages and you can use it on any software or program which supports these. Just fill in your company details and you are good to go
8. Monthly Financial Management Report
This is a simple 2-page template that contains income and expenses description. You can plan your monthly budget with the help of this sample financial report template. It is editable, customizable and ready to print. You can buy this template after carefully reading and understanding the terms and conditions of usage.
9. Free Monthly Financial Report Template
As the name suggests, the template is free to download and use. It is a free monthly financial report stating budgeted and actual data to manage your financial plans and strategies. It is simple, easy to edit and ready to print. It is available for instant download and supports all file formats. It is also easy to change colors in this template.
10. Basic Financial Report Layout
This annual financial report template is for a public works unit which raises funds through the public. If you are looking for something like this, your search ends here. The format is a summarized one. You can add notes as per your needs. It is a printable format, you can use this one or may create one with the help of it.
11. Corporate Financial Report Template
Refer to this example to make a detailed financial report. It is a 60-page document though you can put only what you think is necessary for your business. Every part of the financial statement is written separately along with a description. This monthly financial report template is made for the half-yearly financial report. The past year’s comparable results are also presented.