The year is about to end, which means it's also time to review your business finances. Here's how to create a year-end financial report. Download this presentation here: https://slideshop.com/PowerPoint-How-to-Prepare-A-Yearend-Financial-Report More themed slides: https://slideshop.com/Themed-Slides

1. HOW TO PREPARE A
YEAR-END FINANCIAL
REPORT

2. tells shareholders, government agencies, and other interested
people how your company performed financially during the
preceding year.
A FINANCIAL YEAR-END REPORT

3. Summarizes your firm’s assets,
liabilities and net worth
Reports your firm’s sources and
uses of cash
STATEMENT OF CASH FLOW
Details your firm’s revenues
and expenses
INCOME STATEMENT
BALANCE SHEET
WHAT
DOCUMENTS
ARE USUALLY NEEDED
TO PRODUCE
THE REPORT?
A
B
C

4. Current assets
STEP 1: Calculate assets
Investments
Property, plans and
equipment
Intangible assets
Other assets
BALANCE SHEETA

5. (accounts payable, taxes,
wages, etc.)
(bank loans, bonds
payable, etc.)
Current liabilities Long-term liabilities
A
STEP 2: Calculate liabilities
BALANCE SHEET

6. A
STEP 3: Calculate company’s net worth
BALANCE SHEET
Use these equations
ASSETS Liabilities Net worth
Assets LiabilitiesNET WORTH

7. Net sales
B
STEP 1: Calculate revenue
INCOME STATEMENT
Cost of goods sold
GROSS PROFIT
Costs to make or buy goods
Sales figure

8. General and administrative
expenses
Employee compensation
Marketing and advertising
B
STEP 2: Calculate operating expenses
INCOME STATEMENT

9. B
STEP 3: Determine net income
INCOME STATEMENT
Use this equation
Gross profit Operating expenses Net income

10. Net change to accounts payable
adjustments that pertain to core business activities
Depreciation expense
Net change to accounts receivable
C
SECTION 1: Operating expenses
STATEMENT OF CASH FLOW

11. adjustments related to long-term assets
Purchase of new equipment,
machinery or fixed assets
Proceeds from sale of fixed assets
C
SECTION 2: Investing activities
STATEMENT OF CASH FLOW

12. Dividends paid
Long-term loan repayment
Proceeds from issuance of common stock
C
SECTION 3: Financing activities
STATEMENT OF CASH FLOW
adjustments linked to bank debts and stocks

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