Gross Profit Margin
Net Profit Margin
Working Capital
Current Ratio
Quick Ratio
Leverage
Debt-to-Equity Ratio
Financial analysis helps you spot trends, set policies, and create long-term plans for your business.
Growth Ratios | 2016 | 2015 | Activity Ratios | 2016 | 2015 |
---|---|---|---|---|---|
Sales Growth | 25.0% | 5.8% | Receivable Turnover | 2.2 | 2.1 |
Income Growth | 24.6% | -1.1% | Inventory Turnover | 1.4 | 1.9 |
Asset Growth | 24.6% | -1.1% | Fixed Asset Turnover | 0.6 | 0.7 |
Profitability Ratios | 2016 | 2015 | Liquidity Ratios | 2016 | 2015 |
Profit Margin | 46.6% | 46.8% | Current Ratio | 3.44 | 3.26 |
Return on Assets | 46.6% | 46.8% | Quick Ratio | 2.31 | 2.47 |
Return on Equility | 62.1% | 81.8% | Solvency Ratios | 2016 | 2015 |
Dividened Payout Ratio | 5.3% | 6.7% | Debt to Total Assets | 0.28 | 0.42 |
Price Earnings Ratio | 31.4% | 27.4% | | | |
Add your revenue and profit data to give shareholders a clear picture of gross margins for the business.
Your revenue
Your profit
Add your revenue over time (on a monthly, quarterly, and/or annual basis) to show how fast your company is growing.
Present revenue for each customer segment to identify the highest-value groups.
Segments | Revenue |
---|---|
| |
Segment revenue by your key products to identify the highest-grossing offerings of your business.
Key Product | Revenue |
---|---|
| |
Split revenue up by region to see which regions are performing best and which regions may need additional expansion efforts and support.
Add revenue analysis to see if sales growth is in line with forecasts and goals.
Period | Revenue Achieved | Revenue Planned | Goal Success, % |
---|---|---|---|
| | | |
| | | |
| | | |
| | | |
Add your company's balance sheet with its total assets and liabilities.
Assets | Amount | Liabilities and owners equity | Amount |
---|---|---|---|
Current Assets | | Current Liabilities | |
Cash | 100 | Accounts Payable | 300 |
Account Receivable | 120 | Accrued Expenses | 200 |
Inventory | 130 | Short-Term Debt | 100 |
Sundry Debtors | 250 | Total Current Liabilities | 600 |
Total Current Assets | 250 | Long-Term Liabilities | |
Add your company's cash flow — the total amount of money moving in and out of your business.
| Cash Outflow | Expense |
---|---|---|
Current Period | $ 70 000 | |
Year 1 | | $ 10 000 |
Year 2 | | 10 000 |
Year 3 | | 10 000 |
Year 4 | | 10 000 |
Year 5 | | 10 000 |
Year 6 | | 10 000 |
Year 7 | | 10 000 |
Summarize the revenue, costs, and expenses for the period covered in your financial report.
Add your company's financial expenses.
Example expenses:
Fixed expenses such as utility bills, insurance, and office space rent
Variable expenses like production and labor
Intermittent expenses like tax repayments or repair costs
Discretionary expenses such as event hosting and software subscriptions
Highlight the key elements of your report such as the percentage of revenue growth, the degree to which profit margins have improved, or the rise in operating income as a result of reducing costs.
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Create your next data-driven slide deck with Visme's financial presentation templates. Choose from dozens of data widgets, more than 16 chart types, millions of images and thousands of high-quality vector icons. Choose the backgrounds that suit you best, and edit them with ease right from your browser.
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Financial presentations are always difficult to put together because you're trying to service a number of critical masters, all at the same time. Yes, you need thinks to look sleek and professional – but you're also trying to tell a story as well. You have to keep people interested in what you're saying and you must play to the strengths of visual communication, which are all things that Visme's presentation software was designed from the ground up to help you do.
With hundreds of features, thousands of free images and countless terrific financial presentation templates to help get you started, you finally have all of the tools you need to broadcast your message in the most exceptional way possible to the entire financial world. Just choose the backgrounds that fall in line with what you're trying to accomplish and edit them with ease right from your Web browser - it doesn't have to be any more difficult than that.
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Home Blog Business How to Make a Financial Presentation [Templates + Examples]
In the corporate world, many professionals excel at generating reports and financial plans, but we talk about a whole different thing regarding financial presentations. Much like report presentations , they are an entirely different discipline where overloading slides with information tends to be a common bad practice. Hence, acquiring good slide design habits from day one is important.
A financial presentation’s primary goal is to communicate a company’s financial health and performance clearly and compellingly. It goes beyond displaying numbers and charts; it requires a deep understanding of the data and the ability to weave it into a narrative that tells the story of the company’s financial journey and which is its next expected destination. In this article, you will learn how to effectively present financial results so financial professionals and stakeholders without financial education can make informed decisions based on your slides. Additionally, we will list a series of financial presentation templates to make this task easier, taking the design decisions off our hands to concentrate on content generation.
Table of Contents
What are the elements of a financial presentation, how to extract and present data from financial plans and reports, presenting financial data in visual formats, how financial presentation templates save time, recommended financial presentation ppt templates, final words.
A financial presentation is a strategic tool used within a corporate setting to convey important financial data to stakeholders. The primary purpose of these presentations is to inform decision-making processes, showcase company performance, and strategize future operations based on financial insights.
At its core, a financial presentation serves to bridge the gap between what’s understood as complex financial data and strategic business decisions . From a knowledge standpoint, it provides a framework to display financial achievements, highlight areas that need attention, and generate traction on future business decisions.
Every financial presentation should start with a clear introduction slide that outlines the objectives and what the audience can expect. This is followed by an executive summary , which offers a concise overview of the company’s financial status.
Check out our article on how to start a presentation for more ideas to break the ice at the initial stages of your financial presentation.
The financial statements to list are the balance sheet, income statement, and cash flow. Those three are critical; depending on the presentation’s objectives, we can add more if required. This overview is not about showing the tables but includes a brief explanation of each component, highlighting significant changes and trends that are required for the audience’s understanding.
From previously defined KPIs, the presentation must list the observed changes, if the metrics meet the success criteria, and where the situation drifts from expected. Examples of KPIs are profitability, liquidity, efficiency, and leverage ratios.
If you prefer to work with the OKR approach, we invite you to check our guide on presenting objectives and key results .
After introducing all the previous data, the presenter must now examine that data, explaining trends, identifying performance drivers, and examining the variances between projected and actual numbers. The core objective is to answer why the results occurred, what they mean for the business, and which corrective measures must be implemented—if required.
Financial projections are presented and discussed based on current market conditions, the current financial situation, and historical data. If the data set is large enough, revenue forecasts, expenditure forecasts, and cash flow forecasts are typically displayed on individual slides. The periods to project depend on whether we are talking about an annual financial forecast, quarterly, etc.
Strategic recommendations for these future scenarios should also be included, as they give decision-makers actionable insights.
We can end the presentation with a summary of the key points discussed (especially if it was a lengthy presentation), the outlook for the company, and the core KPIs of financial health. The call to action to implement depends on the expected action to take out of the information: if making a decision, approving a strategy, or revisiting a budget, for example.
Appendices and supporting information can be delivered in handout for presentation format or include a hyperlink in the slide to access a cloud drive where all those documents can be seen.
The first step in preparing a financial presentation is to gather relevant data, which includes planned financials and the actual performance metrics. The planned financials refer to budget forecasts or financial targets, which are the blueprint against which actual data performance will be measured.
The data analysis is done in three stages. The first one is a Variance Analysis, which identifies the differences between planned and actual figures. We calculate the variance for each financial metric by subtracting the planned value from the actual value, and with this procedure, positive values indicate over-performance, whereas negative variances suggest under-performance.
Next comes the Trend Analysis, which helps to understand how certain metrics evolve over time. A positive trend is set if the revenue has increased consistently over the last few quarters.
The final analysis is the Ratio Analysis, in which some key ratios are:
To determine which KPIs to present, opt for this approach: define their relevance to the target audience and the objectives of the presentation. Provide context for each KPI and its importance, then select a visual aid (charts, graphs, etc.). Compare the KPIs against industry standards, previous periods, or budget targets.
This stage involves a detailed examination of where the company has met the targets and where objectives weren’t achieved. The reasons for the variance must be exposed and clarified if they are internal or external. Then, we select the visual format to visualize such data in a way that helps our presentation’s narrative.
Presenting financial data effectively requires the use of visual aids that clarify trends and comparisons. Column charts are ideal for depicting changes over time, allowing the audience to grasp growth patterns, cyclical trends, or inconsistencies quickly. Line charts can be used to denote trends more smoothly, particularly useful for presenting earnings trends or stock price movements over multiple periods.
Business professionals can use formats like column charts listing the previous period or budget to discuss the variations with the actual data. This approach simplifies the process by juxtaposing different datasets rather than understanding two sets of graphs on separate slides.
If you opt for charts, we can implement color coding in legends to distinguish between historical, budget, and actual data. This solution’s advantage is that the audience can visually appreciate growth rates or anomalies, which you can then explain in a second slide and apply the same color scheme for faster memory association.
A preferred option for their versatile usage, dashboard templates for PowerPoint helps us consolidate various financial metrics into a single slide, with plenty of visual cues to maximize retention rate. The best part is that dashboards can be customized, or we can mix & match PPT templates to curate unique slide decks with all the tools required for our financial presentation.
The need to dwell on design decisions is minimized when working with financial presentation templates. Those pre-made slide layouts are the byproduct of professional graphic designers and seasoned presenters, meaning they carry an appropriate white balance, color scheme, font pairing, etc. The areas in which you can include images are clear to access in the slide deck, leaving no room for polluted slides with excess content.
On an aesthetic side, since the templates are crafted by professional designers, the color palette is consistent across different slides, and the same applies to font size, font pairing, icon style, etc. All slides look like they belong to the same slide deck, even if you customize the templates with the native tools in your presentation software. The aesthetic remains cohesive, projecting an air of professionalism across your work.
Working with PowerPoint templates for financial presentations has the advantage that we only need to pick our design once. We can continuously update a presentation template with newer data, save it as a new version of the presentation, and deliver it to our audience. This means updating text placeholder areas, graphs, charts, and images as required, a process that takes no longer than half an hour for extensive presentations.
Presenters can also adapt the presentation templates with their company’s branding color scheme, add logos, add more placeholder areas, and tweak any slide aspect as required. We offer plenty of guides on our blog for PowerPoint tutorials and Google Slides tutorials to come up with amazing results.
This section lists our selected financial presentation templates for PowerPoint and Google Slides, which can make your work much easier.
Easily track and report expenses with a clean, professional layout. Ideal for clear, concise communication with stakeholders. Save time and ensure accuracy in your reporting. Perfect for sales, finance, and management teams.
Use This Template
A slide deck containing all the tools required for the presentation of financial information. Annual performance review, quarterly performance review, strategic slides, and more. This template simplifies the evaluation process with a structured, easy-to-use format. It clearly presents employee information, performance metrics, and goals achieved.
A compendium of tools from timelines, corporate governance, charts, bar charts, and plenty more options if you are wondering how to present financials. 23 slides to deliver transparency into any financial meeting. Check them out!
If you are browsing for an attractive PowerPoint template to engage potential investors, this is the slide deck to use in your upcoming financial presentation. 25 slides containing a broad range of visual cues, graphics, chart, tables, and anything else you can imagine a financial presentation might require.
This is the slide deck to check whenever a financial presentation requires infographics to break complex concepts into easy-to-recall cues. It contains five infographic slides, a detailed circular wheel chart with bar chart and donut chart companion graphics, and suitable icons to express any kind of situation with a deep level of detail.
A financial presentation should typically have around 15-20 slides, depending on the complexity and depth of the information. Ensure that each slide serves a clear purpose and contributes to the overall narrative.
Use clear and concise language, visual aids, and storytelling techniques to make your presentation engaging. Focus on the narrative behind the numbers, explaining the implications and strategic recommendations.
Avoid cluttering slides with too much information, using overly complex jargon, neglecting to explain variances, and failing to align your presentation with the audience’s interests and knowledge level.
Update financial presentations regularly, ideally every quarter, to reflect the most recent financial data and performance. This ensures stakeholders have access to current and relevant information.
Storytelling helps connect the data with the audience by providing context and narrative. It makes the presentation more engaging and highlights the significance of the financial information.
Reinforce confidentiality by only sharing necessary information and using discretion when discussing sensitive topics. If required, anonymize data or use aggregated figures to protect specific details.
Incorporate interactive dashboards, use scenario analysis to show potential outcomes, and apply predictive analytics to forecast future performance. Advanced visualizations like heat maps or waterfall charts can add depth to your presentation.
Enhancing your financial presentation skills is not just about mastering the use of tools and techniques; it’s about effectively interpreting and communicating financial data to influence business decisions. With this tutorial’s tools and presentation structure, we are confident you can transform your financial presentations into strong strategic business guidance.
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Financial performance is a subjective measure of how well a firm can use assets from its primary mode of business and generate revenues. The term is also used as a general measure of a firm’s overall financial health over a given period. Analysts and investors use financial performance to compare similar firms across the same industry or to compare industries or sectors in aggregate.
There are many stakeholders in a company, including trade creditors, bondholders, investors, employees, and management. Each group has its own interest in tracking the financial performance of a company. The financial performance identifies how well a company generates revenues and manages its assets, liabilities, and the financial interests of its stake- and stockholders.
There are many ways to measure financial performance, but all measures should be taken in aggregate. Line items, such as revenue from operations, operating income, or cash flow from operations can be used, as well as total unit sales. Furthermore, the analyst or investor may wish to look deeper into financial statements and seek out margin growth rates or any declining debt. Six Sigma methods focus on this aspect.
The balance sheet is a snapshot of the finances of an organization as of a particular date. It provides an overview of how well the company manages its assets and liabilities. The income statement provides a summary of operations for the entire year. The income statement starts with sales or revenues and ends with net income. The cash flow statement is a combination of both the income statement and the balance sheet. For some analysts, the cash flow statement is the most important financial statement because it provides a reconciliation between net income and cash flow.
Show financial performance of your company and how well financial objectives have been accomplished with our financial performance PowerPoint presentation template. Financial performance is a subjective measure of how well a company can use assets to generate revenues. The financial performance template contains 4 slides with comprehensive infographics.
The first slide features a color-coded histogram series and round doughnut shape with an editable text placeholder for the financial year. The presenter can use the second slide that features a color-coded map to show the different financial performance and rating per region. Subsequent slides present line graph data and color-coded pie charts to evaluate and analyze financial performance in a given financial year. You can edit and customize the financial performance template to meet your requirements. You can change color, text and scale icons.
This template will be useful for economists and financiers when preparing quarterly and annual reports on the company’s activities. Also, this template will be useful for heads of companies in preparation for the meeting with shareholders. You can use the slides in this template when preparing a financial statement of the company and plans to increase profits.
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Big numbers and data play an important role in every financial PowerPoint presentation. It’s how you validate and prove your claims.
But the way you present the data in your PowerPoint slides is the key to delivering a successful presentation.
Whether it’s a pitch deck for a financial project, a yearly financial report, or promoting a finance consulting firm, your presentation slides need to be designed in a way that makes your statements and data easy to understand.
Of course, not everyone has the time or the experience to design over-the-top presentations. And thanks to pre-made PowerPoint templates, you don’t have to.
We handpicked a collection of financial PowerPoint presentation examples that you can use to find inspiration for your slideshow designs. The best part is you can download these templates to make amazing finance presentations within minutes. Have a look.
Download thousands of PowerPoint templates, and many other design elements, with an Envato subscription. It starts at $16 per month, and gives you unlimited access to a growing library of over 19+ million presentation templates, fonts, photos, graphics, and more.
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This PowerPoint template is designed with financial consulting firms and agencies in mind. It’s perfect for making presentations for showcasing your business as well as for promoting your services. The template includes 30 unique slide layouts with useful designs including pricing tables, charts, editable graphics, and more.
If you’re working on a pitch deck design for presenting a financial project, you can take inspiration from this PowerPoint template. It includes 30 must-have slides for every pitch deck presentation. And you can easily download and customize each slide to make your own pitch decks as well.
Financy is a multipurpose PowerPoint template that you can use for all kinds of finance-related presentations. It includes 40 unique slides with flexible designs. You can edit them to make unique layouts for financial reports, agency portfolios, business profiles, and much more. You’ll also find editable graphics, device mockups, and charts for making your presentations more convincing.
Making slides with a clean and minimal design makes it easier to give more attention to the text, quotes, and data in a presentation. This PowerPoint template is designed with that goal in mind. It features 32 different slides with clean designs. The slides also include editable graphics, image placeholders, and more.
If you want to create financial dashboard slides to showcase data and statistics in visual form, this template will come in handy. Dashi is a PowerPoint template that features a collection of financial dashboard layouts. Each slide in the template has fully customizable charts and graphs for showcasing data with attractive designs.
This is a free PowerPoint template you can use to create presentations related to the sales planning process. It gives you 35 different slides to choose from to create powerful and effective presentations. It also features charts, graphs, and infographics as well.
Financo is a modern PowerPoint template you can use to craft presentations related to finance and technology. It comes with 25 different slides with colorful and highly visual designs. You can easily edit them to change colors, fonts, and images too.
This PowerPoint template is made for financial companies. It has 20 unique slides you can use to make various types of presentations for financial reports and monthly meetings. The template has master slides and image placeholders as well.
You can use this PowerPoint template to design presentations for fintech startups and businesses. There are 40 different slides in this template that come in both light and dark color themes. They include editable graphics and changeable colors.
This PowerPoint template includes a set of professional slides that are ideal for making corporate finance presentations. It has 30 different slides that have modern and simple designs. The slides are available in 3 different color themes and in light and dark versions.
This is a free PowerPoint template you can use to create attractive presentations for your financial meetings. There are 20 slides included in this template and it comes in Google Slides format too.
Just as the title suggests, this PowerPoint template is made with fintech startups and businesses in mind. It has a modern and attractive design you can leverage to create attention-grabbing slideshows to talk about finance tech topics.
This PowerPoint template has the perfect design for making presentations for investment-related topics. There are 30 unique slides in this template with fully editable layouts, changeable colors, image placeholders, and more.
The colorful design and its sleek layouts make this PowerPoint template a great choice for creating pitch decks for finance-related projects. It includes 40 unique slides with editable graphics and free fonts.
A bold and professional PowerPoint template for creating business and finance presentations. This template comes with more than 27 unique slides with master slides, free icons, and editable graphics.
Download this PowerPoint template for free to create slideshows for all kinds of tax-related presentations. It includes 21 different slides with colorful designs and an icon pack with 500 icons.
This PowerPoint template includes a complete toolkit for creating presentations for financial consulting firms. In addition to its unique style of slide design, this template comes with a total of 51 slides full of editable graphics and icons.
Another minimal and clean PowerPoint template for designing effective pitch presentations. This template is ideal for presenting your ideas and financial plans in an attractive way. You can choose from 30 different slide layouts to create various types of financial pitch presentations.
Finzo is a PowerPoint template for making company profiles and portfolio presentations. And it’s specially designed for finance-related businesses. The template has 30 slides with fully customizable layouts, editable graphics, image placeholders, as well as master slide layouts.
This PowerPoint template comes with a creative layout that allows you to make presentations for financial consulting firms and agencies. It includes a total of 40 slide designs with editable colors, vector icons, device mockups, master slides, and vector graphics. You can also change the images and fonts to your preference as well.
Apollo is another colorful finance PowerPoint template that comes with slides full of gradient colors. The creative and colorful design of these slides will surely help make your presentations stand out from the crowd. It includes 40 slides with fully customizable layouts as well as editable graphics, image placeholders, and more.
This slides template pack is a must-have for showcasing your data in visual form. It includes 33 different infographic slides you can use to create charts and graphs for presenting statistics on profits and losses. Each slide is available in 12 different color schemes and you can also change colors and text with just a few clicks.
Just as the name suggests, this free PowerPoint template is designed with microfinance presentations in mind. It includes 12 different slide layouts that you can easily customize to create your own beautiful presentations.
With 25 different slides to choose from, this free PowerPoint template includes everything you need to design an effective presentation for your financial meetings and events. Each slide can be easily customized to your preference as well.
Creating financial reports usually involves lots of diagrams, pie charts, and timelines. The good news is this PowerPoint template has them all and more for creating effective financial report presentations. It includes a total of 130 slide designs that are available in 50 different XML color themes, as well as light and dark designs.
This PowerPoint template is perfect for making company profile presentations for showcasing your financial consultancy firms, agencies, and businesses. It lets you choose from 45 different slide layouts that include changeable colors, editable vector graphics, image placeholders, and more.
If you’re working on a PowerPoint slideshow to present the financial data related to investing or funding rounds, this template is made just for you. It features lots of highly visual and colorful slides for showcasing stats and data in creative ways. There are 65 different slide designs included in this template.
Fincash is a PowerPoint template made with modern finance consulting firms in mind. It features a set of beautiful slide layouts with professional layouts. There are lots of charts, graphs, and infographics for visualizing data. You can also choose from more than 60 different slides to create unique presentations.
Looking for clean and professional infographic templates for showcasing your data in visual form? Then be sure to download this PowerPoint template. It comes with a total of 60 infographic slides with charts and timelines for presenting your data in different ways. Each slide is available in light and dark color themes and they can be easily customized to your preference.
This free PowerPoint template uses a simple and minimal design for making financial and investment presentations. It includes 30 unique slides with minimal colors. You can also edit the slides to change colors and images as well.
This PowerPoint template includes a collection of creative and colorful infographic slides for presenting different types of data and statistics. There are 30 different slides included in this free template. And it’s also available in Google Slides format.
Banc is a professional PowerPoint template designed for making all kinds of business and financial presentations. It comes with 30 different slide layouts that include company profile slides, team management slides, charts, graphs, and more.
With this PowerPoint template, you can create modern slide decks for delivering powerful presentations. It’s especially suitable for creating presentations related to the latest trends in finance, cryptocurrency, trading, and more. The template has a total of 150 slides, featuring 30 slides in 5 different color schemes.
This PowerPoint template is great for making various annual report presentations, including financial reports. It features a total of 34 unique slides with fully editable designs. You can also include pyramid charts, graphs, timelines, and more in your presentations with pre-made slides in the template.
You can use this PowerPoint template to create more sophisticated presentations for financial planning and investment management meetings. It includes 10 carefully crafted slides that are useful in presenting your data and ideas.
For more professional templates, you can check out our best business PowerPoint templates collection.
Learn to create engaging financial slides for startup pitch decks with insights from top examples. Discover digital tools to enhance your presentation.
6 minute read
Short answer
A financial slide in a pitch deck provides a snapshot of a startup's current financial status and future projections. It showcases key metrics like revenue, expenses, and profitability, offering investors insight into the company's monetary health and growth potential.
Creating a financial slide for your pitch deck necessitates a blend of investor assurance and financial foresight demonstration.
Begin by constructing robust financial models, and employ clear, visually engaging elements such as bar graphs, line charts, and pie charts to depict crucial metrics including projected revenue, expenses, EBITDA, and cash flow for the upcoming 3 to 5 years.
These visual elements not only enhance comprehension but also make data digestible, ensuring investors remain engaged during the presentation.
It's imperative to clearly state the underlying assumptions behind your projections, and when feasible, juxtapose them with industry benchmarks to provide a comparative perspective.
Let’s delve into why it’s pivotal and how you can master it.
The financial slide in a pitch deck is crucial as it offers a clear picture of a startup's financial health and future prospects.
It helps investors gauge the viability and potential return on investment, building trust and making the funding pursuit compelling and convincing.
5 benefits of having a well-constructed financial slide in your pitch deck:
Investor Assurance: Gives a clear view of financial viability and revenue potential.
Strategic Planning: Aids in aligning financial goals with business strategy.
Performance Metrics: Showcases key financial benchmarks for growth monitoring.
Risk Assessment: Helps in evaluating and mitigating financial risks .
Future Funding: Lays a financial foundation for securing further investments.
Portraying financial health goes beyond just showing what you have in the bank. It's about how well you manage resources, generate revenue, and plan for future growth.
Use realistic projections, backed by solid data.
Highlight past financial milestones, if any, to build credibility.
When discussing feasibility, it's about showing your understanding of the market and how you plan to maneuver your startup in the midst of financial uncertainties.
Dropbox's Pitch Deck Example: Dropbox effectively illustrated user growth alongside revenue projections, painting a compelling, credible financial narrative that enthralled potential investors.
The core of a financial slide rests on simplicity, truth, and foresight.
Avoid financial jargon, be transparent with your current financial status, be realistic with projections, and showcase a well-thought-out financial strategy for the future, to craft a compelling narrative for potential investors.
6 basic components of a financial slide:
The balance sheet is your financial snapshot, showcasing your assets, liabilities, and equity. It should be simple, clean, and easy to digest at a glance.
Use visual aids like graphs or pie charts to represent the data.
Show a brief comparison with industry standards or competitors if possible.
This section demonstrates how your company has performed over a specific period.
It clearly depicts your revenue, expenses, and net income , providing a transparent financial snapshot for potential investors to scrutinize.
Financial projections are where you get to shine a light on your foresight. It's where you paint a picture of financial growth and stability.
Back your projections with data, market trends, and a solid business strategy.
Your marketing budget is a reflection of your understanding of the market and your strategy to penetrate it.
Example: Showing how a specific percentage of your budget will be used for different marketing strategies and the expected ROI can be helpful
Growth projections should mirror your ambitious yet achievable targets, laced with a realistic timeline.
Tip: Align growth projections with industry standards and market trends.
This metric showcases the efficiency of your business model, where a higher margin indicates better efficiency and potential profitability.
Compare with industry averages to show your standing.
Highlight any positive trend in improving this margin.
Share strategies to enhance this margin in the future.
Complex financial data can be challenging to navigate, but with the right approach, it can be made digestible, engaging, and informative.
Charts, graphs, and infographics are excellent tools for simplifying complex financial data.
Incorporating interactive tools is essential as they engage investors better, allowing them to explore data at their own pace, and providing a deeper understanding of your financial narrative.
Avoid jargon and use simple terms to explain your financial position and projections. If a term needs to be used, explain it briefly.
In case a term like "EBITDA" must be used, briefly explain it as, "a measure of a company's operational performance, excluding costs of capital investments and tax implications.
Tip: A glossary slide at the end can be useful for investors to refer to.
Maintain a consistent format for presenting financial data to help the audience follow along without getting lost in varying styles or formats.
Your pitch deck is a gateway to endless possibilities, and the financial slide is its cornerstone.
Getting it right means you're a step closer to making your startup dream a reality.
Observing and learning from the success stories in the startup ecosystem can significantly aid in honing your pitch deck.
Several renowned startups have excelled in portraying their financial narratives creatively and effectively.
Key insights:
Benchmarking Success: Examining successful pitch decks can provide a benchmark for creating an engaging financial slide.
Storytelling through Numbers: How numbers are not merely figures but narrators of a company's journey and potential.
For enhanced storytelling in content design , merge text, images, and multimedia into engaging "scenes." Segment your content, add multimedia, and let readers control pacing for optimal experience.
Here are 2 examples of effectively showcasing revenue growth:
Dropbox’s pitch deck was a masterpiece in displaying a clear revenue projection alongside user growth, making their financial narrative compelling.
The correlation between user growth and revenue growth in Dropbox's pitch deck reflects a realistic and promising financial trajectory.
Airbnb showcased its revenue growth effectively, portraying a success story that investors could buy into.
When Airbnb highlighted its historical financial growth, it provided a strong base for illustrating future financial projections.
The Guy Kawasaki pitch deck template is revered in the startup ecosystem for its simplicity and effectiveness.
Here's a dive into its financial slide structure and content.
The template emphasizes a 10/20/30 rule - 10 slides, 20 minutes, and a 30-point font .
The financial slide adheres to these principles, ensuring clarity and brevity.
Sticking to a simplistic structure while ensuring all vital financial data is presented comprehensively.
Focusing on key metrics rather than bombarding them with numerous financial data can help in keeping the investors engaged.
Showcasing the cost of customer acquisition, lifetime value, and burn rate in a clear, understandable manner.
Creating an engaging financial slide involves a blend of storytelling, data analysis, and aesthetic presentation. Digital tools like Storydoc can be invaluable assets in this endeavor.
Starting with a template, tailor it to echo your financial narrative, ensuring cohesiveness. Customize colors, graphs, and data points to mirror your brand's identity.
Leverage Storydoc's interactive charts and real-time collaboration to enrich your financial slide.
Consistent brand representation across the pitch deck fosters a professional, trustworthy image for potential investors.
Utilizing interactive charts lets them delve into the data at their pace.
Here’s an example of a financial slide:
Storydoc offers a variety of templates that can help in crafting a financial slide that's not only informative but visually appealing.
Choosing a template that aligns with your brand and the story you wish to tell.
Here are examples of financial slide templates:
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I am a Marketing Specialist at Storydoc, I research, analyze and write on our core topics of business presentations, sales, and fundraising. I love talking to clients about their successes and failures so I can get a rounded understanding of their world.
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The Financial Executive Summary Presentation Template is a template for finance professionals to present essential financial information clearly and concisely. This template boasts a well-structured design that highlights key economic data. This makes it perfect for outlining a company’s financial health in an easy-to-understand way. This template features text and icons, which help grab your audience’s attention. This ensures that the details are easily noticeable.
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This PowerPoint template is particularly beneficial for analysts, accountants, and managers. It can be used by anyone looking to convey intricate financial details in an accessible format. Customizing the template is easy to cater to the user’s requirements. It works well with PowerPoint and Google Slides, making it suitable for various platforms.
We combined AI and human expertise to ensure high quality content for our users. We generated drafts using an AI language model with product images. Then, our expert editors and copywriters carefully edited the drafts to ensure quality content.
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The following amended standard will be effective for audits of financial statements for fiscal years beginning on or after December 15, 2024.
View the standard effective for audits of financial statements for fiscal years beginning before December 15, 2024.
The gray boxes highlight amended portions of the standard.
.01 This section applies to auditors' reports issued in connection with the following:
Note: In situations in which an auditor's report described in this section is filed with the U.S. Securities and Exchange Commission, the auditor is required to include in the auditor's report the basic elements and, for reports under subparagraph .01a, communication of critical audit matters, as would be required in an unqualified auditor's reporting under AS 3101, The Auditor's Report on an Audit of Financial Statements When the Auditor Expresses an Unqualified Opinion . For qualified, adverse, and disclaimer of opinion reports, see requirements of AS 3105, Departures from Unqualified Opinions and Other Reporting Circumstances .
.02 The standards of the PCAOB are applicable when an auditor conducts an audit of and reports on any financial statement. A financial statement may be, for example, that of a corporation, a consolidated group of corporations, a combined group of affiliated entities, a not-for-profit organization, a governmental unit, an estate or trust, a partnership, a proprietorship, a segment of any of these, or an individual. The term financial statement refers to a presentation of financial data, including accompanying notes, derived from accounting records and intended to communicate an entity's economic resources or obligations at a point in time or the changes therein for a period of time in conformity with a comprehensive basis of accounting. For reporting purposes, the independent auditor should consider each of the following types of financial presentations to be a financial statement:
.03 An independent auditor’s judgment 1A concerning the overall presentation of financial statements should be applied within an applicable financial reporting framework ( see AS 2810, Evaluating Audit Results ). Normally, the framework is provided by generally accepted accounting principles, and the auditor’s judgment in forming an opinion is applied accordingly. In some circumstances, however, a comprehensive basis of accounting other than generally accepted accounting principles may be used.
.04 For purposes of this section, a comprehensive basis of accounting other than generally accepted accounting principles is one of the following—
Unless one of the foregoing descriptions applies, reporting under the provisions of paragraph .05 is not permitted.
.05 When reporting on financial statements prepared in conformity with a comprehensive basis of accounting other than generally accepted accounting principles, as defined in paragraph .04, an independent auditor should include in the report—
.06 Unless the financial statements meet the conditions for presentation in conformity with a "comprehensive basis of accounting other than generally accepted accounting principles" as defined in paragraph .04, the auditor should modify his or her report because of the departures from generally accepted accounting principles ( see AS 3105).
.07 Terms such as balance sheet, statement of financial position, statement of income, statement of operations , and statement of cash flows , or similar unmodified titles are generally understood to be applicable only to financial statements that are intended to present financial position, results of operations, or cash flows in conformity with generally accepted accounting principles. Consequently, the auditor should consider whether the financial statements that he or she is reporting on are suitably titled. For example, cash basis financial statements might be titled statement of assets and liabilities arising from cash transactions , or statement of revenue collected and expenses paid , and a financial statement prepared on a statutory or regulatory basis might be titled statement of income—statutory basis . If the auditor believes that the financial statements are not suitably titled, the auditor should disclose his or her reservations in an explanatory paragraph of the report and qualify the opinion.
.08 Following are illustrations of reports on financial statements prepared in conformity with a comprehensive basis of accounting other than generally accepted accounting principles.
Report of Independent Registered Public Accounting Firm
We have audited the accompanying statements of admitted assets, liabilities, and surplus—statutory basis of XYZ Insurance Company as of December 31, 20X2 and 20X1, and the related statements of income and cash flows—statutory basis and changes in surplus—statutory basis for the years then ended. These financial statements are the responsibility of the Company's management. Our responsibility is to express an opinion on these financial statements based on our audits.
We conducted our audits in accordance with the standards of the Public Company Accounting Oversight Board (United States). Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audits provide a reasonable basis for our opinion.
As described in Note X, these financial statements were prepared in conformity with the accounting practices prescribed or permitted by the Insurance Department of [ State ], which is a comprehensive basis of accounting other than generally accepted accounting principles.
In our opinion, the financial statements referred to above present fairly, in all material respects, the admitted assets, liabilities, and surplus of XYZ Insurance Company as of December 31, 20X2 and 20X1, and the results of its operations and its cash flows for the years then ended, on the basis of accounting described in Note X.
This report is intended solely for the information and use of the board of directors and management of XYZ Insurance Company and [ name of regulatory agency ] and is not intended to be and should not be used by anyone other than these specified parties.
Report of Independent Registered Public Accounting Firm
We have audited the accompanying statements of assets, liabilities, and capital—income tax basis of ABC Partnership as of December 31, 20X2 and 20X1, and the related statements of revenue and expenses—income tax basis and of changes in partners' capital accounts—income tax basis for the years then ended. These financial statements are the responsibility of the Partnership's management. Our responsibility is to express an opinion on these financial statements based on our audits.
As described in Note X, these financial statements were prepared on the basis of accounting the Partnership uses for income tax purposes, which is a comprehensive basis of accounting other than generally accepted accounting principles.
In our opinion, the financial statements referred to above present fairly, in all material respects, the assets, liabilities, and capital of ABC Partnership as of [at] December 31, 20X2 and 20X1, and its revenue and expenses and changes in partners' capital accounts for the years then ended, on the basis of accounting described in Note X.
We have audited the accompanying statements of assets and liabilities arising from cash transactions of XYZ Company as of December 31, 20X2 and 20X1, and the related statements of revenue collected and expenses paid for the years then ended. These financial statements are the responsibility of the Company's management. Our responsibility is to express an opinion on these financial statements based on our audits.
As described in Note X, these financial statements were prepared on the basis of cash receipts and disbursements, which is a comprehensive basis of accounting other than generally accepted accounting principles.
In our opinion, the financial statements referred to above present fairly, in all material respects, the assets and liabilities arising from cash transactions of XYZ Company as of December 31, 20X2 and 20X1, and its revenue collected and expenses paid during the years then ended, on the basis of accounting described in Note X.
.09 When reporting on financial statements prepared on a comprehensive basis of accounting other than generally accepted accounting principles, the auditor should consider whether the financial statements (including the accompanying notes) include all informative disclosures that are appropriate for the basis of accounting used. The auditor should apply essentially the same criteria to financial statements prepared on an other comprehensive basis of accounting as he or she does to financial statements prepared in conformity with generally accepted accounting principles. Therefore, the auditor’s opinion should be based on his or her judgment regarding whether the financial statements, including the related notes, are informative of matters that may affect their use, understanding, and interpretation as discussed in AS 2810.30A.
.10 Financial statements prepared on an other comprehensive basis of accounting should include, in the accompanying notes, a summary of significant accounting policies that discusses the basis of presentation and describes how that basis differs from generally accepted accounting principles. However, the effects of the differences between generally accepted accounting principles and the basis of presentation of the financial statements that the auditor is reporting on need not be quantified. In addition, when the financial statements contain items that are the same as, or similar to, those in financial statements prepared in conformity with generally accepted accounting principles, similar informative disclosures are appropriate. For example, financial statements prepared on an income tax basis or a modified cash basis of accounting usually reflect depreciation, long-term debt and owners' equity. Thus, the informative disclosures for depreciation, long-term debt and owners' equity in such financial statements should be comparable to those in financial statements prepared in conformity with generally accepted accounting principles. When evaluating the adequacy of disclosures, the auditor should also consider disclosures related to matters that are not specifically identified on the face of the financial statements, such as ( a ) related party transactions, ( b ) restrictions on assets and owners' equity, ( c ) subsequent events, and ( d ) uncertainties.
.11 An independent auditor may be requested to express an opinion on one or more specified elements, accounts, or items of a financial statement. In such an engagement, the specified element(s), account(s), or item(s) may be presented in the report or in a document accompanying the report. Examples of one or more specified elements, accounts, or items of a financial statement that an auditor may report on based on an audit made in accordance with the standards of the PCAOB include rentals, royalties, a profit participation, or a provision for income taxes. 8
.12 When expressing an opinion on one or more specified elements, accounts, or items of a financial statement, the auditor should plan and perform the audit and prepare his or her report with a view to the purpose of the engagement. The standards of the PCAOB are applicable to any engagement to express an opinion on one or more specified elements, accounts, or items of a financial statement. If the specified elements, accounts, or items of a financial statement are intended to be presented in conformity with generally accepted accounting principles, the requirements for the auditor's report, as described in AS 3101 and AS 3105, are applicable.
.13 An engagement to express an opinion on one or more specified elements, accounts, or items of a financial statement may be undertaken as a separate engagement or in conjunction with an audit of financial statements. In either case, an auditor expresses an opinion on each of the specified elements, accounts, or items encompassed by the auditor's report; therefore, the measurement of materiality must be related to each individual element, account, or item reported on rather than to the aggregate thereof or to the financial statements taken as a whole. Consequently, an audit of a specified element, account, or item for purposes of reporting thereon is usually more extensive than if the same information were being considered in conjunction with an audit of financial statements taken as a whole. Also, many financial statement elements are interrelated, for example, sales and receivables; inventory and payables; and buildings and equipment and depreciation. The auditor should be satisfied that elements, accounts, or items that are interrelated with those on which he or she has been engaged to express an opinion have been considered in expressing an opinion.
.14 The auditor should not express an opinion on specified elements, accounts, or items included in financial statements on which he or she has expressed an adverse opinion or disclaimed an opinion based on an audit, if such reporting would be tantamount to expressing a piecemeal opinion on the financial statements ( see AS 3105.48). However, an auditor would be able to express an opinion on one or more specified elements, accounts, or items of a financial statement provided that the matters to be reported on and the related scope of the audit were not intended to and did not encompass so many elements, accounts, or items as to constitute a major portion of the financial statements. For example, it may be appropriate for an auditor to express an opinion on an entity's accounts receivable balance even if the auditor has disclaimed an opinion on the financial statements taken as a whole. However, the report on the specified element, account, or item should be presented separately from the report on the financial statements of the entity.
.15 When an independent auditor is engaged to express an opinion on one or more specified elements, accounts, or items of a financial statement, the report should include—
When expressing an opinion on one or more specified elements, accounts, or items of a financial statement, the auditor, to provide more information as to the scope of the audit, may wish to describe in a separate paragraph certain other auditing procedures applied. However, no modification in the content of paragraph .15 c above should be made.
.16 If a specified element, account, or item is, or is based upon, an entity's net income or stockholders' equity or the equivalent thereof, the auditor should have audited the complete financial statements to express an opinion on the specified element, account, or item.
.17 The auditor should consider the effect that any departure, including additional explanatory language because of the circumstances discussed in AS 3101 .18, from the auditor's unqualified report on the audited financial statements might have on the report on a specified element, account, or item thereof.
.18 Following are illustrations of reports expressing an opinion on one or more specified elements, accounts, or items of a financial statement.
We have audited the accompanying schedule of accounts receivable of ABC Company as of December 31, 20X2. This schedule is the responsibility of the Company's management. Our responsibility is to express an opinion on this schedule based on our audit.
We conducted our audit in accordance with the standards of the Public Company Accounting Oversight Board (United States). Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the schedule of accounts receivable is free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the schedule of accounts receivable. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall schedule presentation. We believe that our audit provides a reasonable basis for our opinion.
In our opinion, the schedule of accounts receivable referred to above presents fairly, in all material respects, the accounts receivable of ABC Company as of December 31, 20X2, in conformity with accounting principles generally accepted in the United States of America. 15
We have audited the accompanying schedule of gross sales (as defined in the lease agreement dated March 4, 20XX, between ABC Company, as lessor, and XYZ Stores Corporation, as lessee) of XYZ Stores Corporation at its Main Street store, [ City ], [ State ], for the year ended December 31, 20X2. This schedule is the responsibility of XYZ Stores Corporation's management. Our responsibility is to express an opinion on this schedule based on our audit.
We conducted our audit in accordance with the standards of the Public Company Accounting Oversight Board (United States). Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the schedule of gross sales is free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the schedule of gross sales. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall schedule presentation. We believe that our audit provides a reasonable basis for our opinion.
In our opinion, the schedule of gross sales referred to above presents fairly, in all material respects, the gross sales of XYZ Stores Corporation at its Main Street store, [ City ], [ State ], for the year ended December 31, 20X2, as defined in the lease agreement referred to in the first paragraph.
This report is intended solely for the information and use of the boards of directors and managements of XYZ Stores Corporation and ABC Company and is not intended to be and should not be used by anyone other than these specified parties.
We have audited the accompanying schedule of royalties applicable to engine production of the Q Division of XYZ Corporation for the year ended December 31, 20X2, under the terms of a license agreement dated May 14, 20XX, between ABC Company and XYZ Corporation. This schedule is the responsibility of XYZ Corporation's management. Our responsibility is to express an opinion on this schedule based on our audit.
We conducted our audit in accordance with the standards of the Public Company Accounting Oversight Board (United States). Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the schedule of royalties is free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the schedule of royalties. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall schedule presentation. We believe that our audit provides a reasonable basis for our opinion.
We have been informed that, under XYZ Corporation's interpretation of the agreement referred to in the first paragraph, royalties were based on the number of engines produced after giving effect to a reduction for production retirements that were scrapped, but without a reduction for field returns that were scrapped, even though the field returns were replaced with new engines without charge to customers.
In our opinion, the schedule of royalties referred to above presents fairly, in all material respects, the number of engines produced by the Q Division of XYZ Corporation during the year ended December 31, 20X2, and the amount of royalties applicable thereto, under the license agreement referred to above.
This report is intended solely for the information and use of the boards of directors and managements of XYZ Corporation and ABC Company and is not intended to be and should not be used by anyone other than these specified parties.
We have audited, in accordance with the standards of the Public Company Accounting Oversight Board (United States), the financial statements of XYZ Company for the year ended December 31, 20X1, and have issued our report thereon dated March 10, 20X2. We have also audited XYZ Company's schedule of John Smith's profit participation for the year ended December 31, 20X1. This schedule is the responsibility of the Company's management. Our responsibility is to express an opinion on this schedule based on our audit.
We conducted our audit of the schedule in accordance with the standards of the Public Company Accounting Oversight Board. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the schedule of profit participation is free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the schedule. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall schedule presentation. We believe that our audit provides a reasonable basis for our opinion.
We have been informed that the documents that govern the determination of John Smith's profit participation are ( a ) the employment agreement between John Smith and XYZ Company dated February 1, 20X0, ( b ) the production and distribution agreement between XYZ Company and Television Network Incorporated dated March 1, 20X0, and ( c ) the studio facilities agreement between XYZ Company and QRX Studios dated April 1, 20X0, as amended November 1, 20X0.
In our opinion, the schedule of profit participation referred to above presents fairly, in all material respects, John Smith's participation in the profits of XYZ Company for the year ended December 31, 20X1, in accordance with the provisions of the agreements referred to above.
This report is intended solely for the information and use of the boards of directors and managements of XYZ Company and John Smith and is not intended to be and should not be used by anyone other than these specified parties.
We have audited, in accordance with the standards of the Public Company Accounting Oversight Board (United States), the financial statements of XYZ Company, Inc., for the year ended June 30, 20XX, and have issued our report thereon dated August 15, 20XX. We have also audited the current and deferred provision for the Company's federal and state income taxes for the year ended June 30, 20XX, included in those financial statements, and the related asset and liability tax accounts as of June 30, 20XX. This income tax information is the responsibility of the Company's management. Our responsibility is to express an opinion on it based on our audit.
We conducted our audit of the income tax information in accordance with the standards of the Public Company Accounting Oversight Board. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the federal and state income tax accounts are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures related to the federal and state income tax accounts. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall presentation of the federal and state income tax accounts. We believe that our audit provides a reasonable basis for our opinion.
In our opinion, the Company has paid or, in all material respects, made adequate provision in the financial statements referred to above for the payment of all federal and state income taxes and for related deferred income taxes that could be reasonably estimated at the time of our audit of the financial statements of XYZ Company, Inc., for the year ended June 30, 20XX.
.19 Entities may be required by contractual agreements, such as certain bond indentures and loan agreements, or by regulatory agencies to furnish compliance reports by independent auditors. 18 For example, loan agreements often impose on borrowers a variety of obligations involving matters such as payments into sinking funds, payments of interest, maintenance of current ratios, and restrictions of dividend payments. They usually also require the borrower to furnish annual financial statements that have been audited by an independent auditor. In some instances, the lenders or their trustees may request assurance from the independent auditor that the borrower has complied with certain covenants of the agreement relating to accounting matters. The independent auditor may satisfy this request by giving negative assurance relative to the applicable covenants based on the audit of the financial statements. This assurance may be given in a separate report or in one or more paragraphs of the auditor's report accompanying the financial statements. Such assurance, however, should not be given unless the auditor has audited the financial statements to which the contractual agreements or regulatory requirements relate and should not extend to covenants that relate to matters that have not been subjected to the audit procedures applied in the audit of the financial statements. 19 In addition, such assurance should not be given if the auditor has expressed an adverse opinion or disclaimed an opinion on the financial statements to which these covenants relate.
.20 When an auditor's report on compliance with contractual agreements or regulatory provisions is being given in a separate report, the report should include—
.21 When an auditor's report on compliance with contractual agreements or regulatory provisions is included in the report that expresses the auditor's opinion on the financial statements, the auditor should include a paragraph, in the Opinion on the Financial Statements section, that provides negative assurance relative to compliance with the applicable covenants of the agreement, insofar as they relate to accounting matters, and that specifies the negative assurance is being given in connection with the audit of the financial statements. The auditor should also ordinarily state that the audit was not directed primarily toward obtaining knowledge regarding compliance. In addition, the report should include a paragraph that includes a description and source of any significant interpretations made by the entity's management as discussed in paragraph .20d as well as a paragraph that restricts the use of the report to the specified parties as discussed in paragraph .20e. Following are examples of reports that might be issued:
We have audited, in accordance with the standards of the Public Company Accounting Oversight Board (United States), the balance sheet of XYZ Company as of December 31, 20X2, and the related statement of income, retained earnings, and cash flows for the year then ended, and have issued our report thereon dated February 16, 20X3.
In connection with our audit, nothing came to our attention that caused us to believe that the Company failed to comply with the terms, covenants, provisions, or conditions of sections XX to XX, inclusive, of the Indenture dated July 21, 20X0, with ABC Bank insofar as they relate to accounting matters. However, our audit was not directed primarily toward obtaining knowledge of such noncompliance.
This report is intended solely for the information and use of the boards of directors and management of XYZ Company and ABC Bank and is not intended to be and should not be used by anyone other than these specified parties.
We have audited, in accordance with the standards of the Public Company Accounting Oversight Board (United States), the balance sheet of XYZ Company as of December 31, 20X2, and the related statement of income, retained earnings, and cash flows for the year then ended, and have issued our report thereon dated March 5, 20X3, which included an explanatory paragraph that described the litigation discussed in Note X of those statements.
In connection with our audit, nothing came to our attention that caused us to believe that the Company failed to comply with the accounting provisions in sections (1), (2) and (3) of the [name of state regulatory agency]. However, our audit was not directed primarily toward obtaining knowledge of such noncompliance.
This report is intended solely for the information and use of the board of directors and managements of XYZ Company and the [name of state regulatory agency] and is not intended to be and should not be used by anyone other than these specified parties.
.22 An auditor is sometimes asked to report on special-purpose financial statements prepared to comply with a contractual agreement 23 or regulatory provisions. In most circumstances, these types of presentations are intended solely for the use of the parties to the agreement, regulatory bodies, or other specified parties. This section discusses reporting on these types of presentations, which include the following:
.23 A governmental agency may require a schedule of gross income and certain expenses of an entity's real estate operation in which income and expenses are measured in conformity with generally accepted accounting principles, but expenses are defined to exclude certain items such as interest, depreciation, and income taxes. Such a schedule may also present the excess of gross income over defined expenses. Also, a buy-sell agreement may specify a schedule of gross assets and liabilities of the entity measured in conformity with generally accepted accounting principles, but limited to the assets to be sold and liabilities to be transferred pursuant to the agreement.
.24 Paragraph .02 of this section defines the term financial statement and includes a list of financial presentations that an auditor should consider to be financial statements for reporting purposes. The concept of specified elements, accounts, or items of a financial statement discussed in paragraphs .11 through .18, on the other hand, refers to accounting information that is part of, but significantly less than, a financial statement. The financial presentations described above and similar presentations should generally be regarded as financial statements, even though, as indicated above, certain items may be excluded. Thus, when the auditor is asked to report on these types of presentations, the measurement of materiality for purposes of expressing an opinion should be related to the presentations taken as a whole. Further, the presentations should differ from complete financial statements only to the extent necessary to meet special purposes for which they were prepared. In addition, when these financial presentations contain items that are the same as, or similar to, those contained in a full set of financial statements prepared in conformity with generally accepted accounting principles, similar informative disclosures are appropriate ( see paragraphs .09 and .10). The auditor should also be satisfied that the financial statements presented are suitably titled to avoid any implication that the special-purpose financial statements on which he or she is reporting are intended to present financial position, results of operations, or cash flows.
.25 When the auditor is asked to report on financial statements prepared on a basis of accounting prescribed in a contractual agreement or regulatory provision that results in an incomplete presentation but one that is otherwise in conformity with generally accepted accounting principles or an other comprehensive basis of accounting, the auditor's report should include—
.26 The following examples illustrate reports expressing an opinion on such special-purpose financial statements:
We have audited the accompanying Historical Summaries of Gross Income and Direct Operating Expenses of ABC Apartments, City, State (Historical Summaries), for each of the three years in the period ended December 31, 20XX. These Historical Summaries are the responsibility of the Apartments' management. Our responsibility is to express an opinion on the Historical Summaries based on our audits.
We conducted our audits in accordance with the standards of the Public Company Accounting Oversight Board (United States). Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the Historical Summaries are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the Historical Summaries. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall presentation of the Historical Summaries. We believe that our audits provide a reasonable basis for our opinion.
The accompanying Historical Summaries were prepared for the purpose of complying with the rules and regulations of the Securities and Exchange Commission (for inclusion in the registration statement on Form S-11 of DEF Corporation) as described in Note X and are not intended to be a complete presentation of the Apartments' revenues and expenses.
In our opinion, the Historical Summaries referred to above present fairly, in all material respects, the gross income and direct operating expenses described in Note X of ABC Apartments for each of the three years in the period ended December 31, 20XX, in conformity with accounting principles generally accepted in the United States of America.
We have audited the accompanying statement of net assets sold of ABC Company as of June 8, 20XX. This statement of net assets sold is the responsibility of ABC Company's management. Our responsibility is to express an opinion on the statement of net assets sold based on our audit.
We conducted our audit in accordance with the standards of the Public Company Accounting Oversight Board (United States). Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the statement of net assets sold is free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the statement. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall presentation of the statement of net assets sold. We believe that our audit provides a reasonable basis for our opinion.
The accompanying statement was prepared to present the net assets of ABC Company sold to XYZ Corporation pursuant to the purchase agreement described in Note X, and is not intended to be a complete presentation of ABC Company's assets and liabilities.
In our opinion, the accompanying statement of net assets sold presents fairly, in all material respects, the net assets of ABC Company as of June 8, 20XX sold pursuant to the purchase agreement referred to in Note X, in conformity with accounting principles generally accepted in the United States of America.
This report is intended solely for the information and use of the boards of directors and managements of ABC Company and XYZ Corporation and is not intended to be and should not be used by anyone other than these specified parties.
.27 The auditor may be asked to report on special-purpose financial statements prepared in conformity with a basis of accounting that departs from generally accepted accounting principles or an other comprehensive basis of accounting. A loan agreement, for example, may require the borrower to prepare consolidated financial statements in which assets, such as inventory, are presented on a basis that is not in conformity with generally accepted accounting principles or an other comprehensive basis of accounting. An acquisition agreement may require the financial statements of the entity being acquired (or a segment of it) to be prepared in conformity with generally accepted accounting principles except for certain assets, such as receivables, inventories, and properties for which a valuation basis is specified in the agreement.
.28 Financial statements prepared under a basis of accounting as discussed above are not considered to be prepared in conformity with a "comprehensive basis of accounting" as contemplated by paragraph .04 of this section because the criteria used to prepare such financial statements do not meet the requirement of being "criteria having substantial support," even though the criteria are definite.
.29 When an auditor is asked to report on these types of financial presentations, the report should include—
.30 The following example illustrates reporting on special-purpose financial statements that have been prepared pursuant to a loan agreement:
We have audited the special-purpose statement of assets and liabilities of ABC Company as of December 31, 20X2 and 20X1, and the related special-purpose statements of revenues and expenses and of cash flows for the years then ended. These financial statements are the responsibility of the Company's management. Our responsibility is to express an opinion on these financial statements based on our audits.
The accompanying special-purpose financial statements were prepared for the purpose of complying with Section 4 of a loan agreement between DEF Bank and the Company as discussed in Note X, and are not intended to be a presentation in conformity with generally accepted accounting principles.
In our opinion, the special-purpose financial statements referred to above present fairly, in all material respects, the assets and liabilities of ABC Company at December 31, 20X2 and 20X1, and the revenues, expenses and cash flows for the years then ended, on the basis of accounting described in Note X.
This report is intended solely for the information and use of the boards of directors and management of ABC Company and DEF Bank and is not intended to be and should not be used by anyone other than these specified parties.
.31 Certain circumstances, while not affecting the auditor's unqualified opinion, may require that the auditor add additional explanatory language to the special report. These circumstances include the following:
As in reports on financial statements prepared in conformity with generally accepted accounting principles, the auditor may add an explanatory paragraph to emphasize a matter regarding the financial statements (or specified elements, accounts, or items thereof).
.32 Printed forms or schedules designed or adopted by the bodies with which they are to be filed often prescribe the wording of an auditor's report. Many of these forms are not acceptable to independent auditors because the prescribed form of auditor's report does not conform to the applicable professional reporting standards. For example, the prescribed language of the report may call for statements by the auditor that are not consistent with the auditor's function or responsibility.
.33 Some report forms can be made acceptable by inserting additional wording; others can be made acceptable only by complete revision. When a printed report form calls upon an independent auditor to make a statement that he or she is not justified in making, the auditor should reword the form or attach a separate report. In those situations, the reporting provisions of paragraph .05 may be appropriate.
.34 This section is effective for reports issued on or after July 1, 1989. Early application of the provisions of this section is permissible.
1 This section does not require a title for an auditor's report if the auditor is not independent. See AS 3320, Association with Financial Statements , for guidance on reporting when the auditor is not independent.
1A Reference to the judgment of the auditor throughout this standard has the same meaning as “professional judgment” as described in AS 1000, General Responsibilities of the Auditor in Conducting an Audit .
2 In some instances, a document containing the auditor's report may include a statement by management regarding its responsibility for the presentation of the financial statements. Nevertheless, the auditor's report should state that the financial statements are management's responsibility. However, the statement about management's responsibility should not be further elaborated upon in the auditor's report or referenced to management's report.
3 Paragraph .31 discusses other circumstances that may require that the auditor add additional explanatory language to the special report.
4 Public record, for purposes of auditor's reports on financial statements of a regulated entity that are prepared in accordance with the financial reporting provisions of a government regulatory agency, includes circumstances in which specific requests must be made by the public to obtain access to or copies of the report. In contrast, the auditor would be precluded from using this form of report in circumstances in which the entity distributes the financial statements to parties other than the regulatory agency either voluntarily or upon specific request.
5 If the financial statements and report are intended for use by parties other than those within the entity and one or more regulatory agencies to whose jurisdiction the entity is subject, the auditor should follow the guidance in AS 3310, Special Reports on Regulated Companies .
5A See SEC Rule 2-02(a) of Regulation S-X, 17 C.F.R. § 210.2-02(a).
6 For guidance on dating the auditor's report, see AS 3105, Dating of the Independent Auditor's Report .
[7] [Footnote deleted.]
8 See AT section 201, Agreed-Upon Procedures Engagements , for guidance when reporting on the results of applying agreed-upon procedures to one or more specified elements, accounts, or items of a financial statement. See AT section 101, Attest Engagements , for guidance when reporting on a review of one or more specified elements, accounts, or items of a financial statement.
9 See footnote 1.
10 Alternatively, this requirement can be met by incorporating the description in the introductory paragraph discussed in paragraph .15 b above.
11 When the specified element, account, or item is presented in conformity with an other comprehensive basis of accounting, see paragraph .05 d (2).
12 Paragraph .31 discusses other circumstances that may require that the auditor add additional explanatory language to the special report.
13 If the presentation is prepared on a basis prescribed by a governmental regulatory agency (which is also OCBOA), the auditor should restrict the distribution of the report on such presentation. See paragraph .05 f for further reporting guidance in this situation.
13A See footnote 5A.
14 See footnote 6.
15 Since this presentation was prepared in conformity with generally accepted accounting principles, the report need not be restricted.
16 See paragraph .16.
17 See paragraph .16.
18 When the auditor is engaged to test compliance with laws and regulations in accordance with Government Auditing Standards issued by the Comptroller General of the United States (Yellow Book), he or she should follow guidance contained in AS 6110, Compliance Auditing Considerations in Audits of Recipients of Governmental Financial Assistance .
19 When the auditor is engaged to provide assurance on compliance with contractual agreements or regulatory provisions that relate to matters that have not been subjected to the audit procedures applied in the audit of the financial statements, the auditor should refer to the guidance in AT section 601, Compliance Attestation .
20 See footnote 1.
20A See footnote 5A.
21 See footnote 6.
22 When the auditor's report on compliance with contractual agreements or regulatory provisions is included in the report that expresses the auditor's opinion on the financial statements, the last two paragraphs of this report are examples of the paragraphs that should follow the opinion paragraph of the auditor's report on the financial statements.
23 A contractual agreement as discussed in this section is an agreement between the client and one or more third parties other than the auditor.
24 See footnote 1.
25 Sometimes the auditor's client may not be the person responsible for the financial statements on which the auditor is reporting. For example, when the auditor is engaged by the buyer to report on the seller's financial statements prepared in conformity with a buy-sell agreement, the person responsible for the financial statements may be the seller's management. In this case, the wording of this statement should be changed to clearly identify the party that is responsible for the financial statements reported on.
26 See footnote 2.
27 If the basis of presentation is an other comprehensive basis of accounting, the paragraph should state that the basis of presentation is a comprehensive basis of accounting other than generally accepted accounting principles and that it is not intended to be a complete presentation of the entity's assets, liabilities, revenues and expenses on the basis described.
28 Paragraph .31 discusses other circumstances that may require that the auditor add additional explanatory language to the special report.
28A See footnote 5A.
29 See footnote 6.
30 See footnote 1.
31 See footnote 25.
32 See footnote 2.
33 Paragraph .31 discusses other circumstances that may require that the auditor add additional explanatory language to the special report.
33A See footnote 5A.
34 See footnote 6.
35 When financial statements (or specified elements, accounts, or items thereof) have been prepared in conformity with generally accepted accounting principles in prior years, and the entity changes its method of presentation in the current year by preparing its financial statements in conformity with an other comprehensive basis of accounting, the auditor need not follow the reporting guidance in this subparagraph. However, the auditor may wish to add an explanatory paragraph to the report to highlight (1) a difference in the basis of presentation from that used in prior years or (2) that another report has been issued on the entity's financial statements prepared in conformity with another basis of presentation (for example, when cash basis financial statements are issued in addition to GAAP financial statements).
36 A change in the tax law is not considered to be a change in accounting principle for which the auditor would need to add an explanatory paragraph, although disclosure may be necessary.
[37-38] [Footnotes deleted.]
39 See AS 2415, Consideration of an Entity's Ability to Continue as a Going Concern , for a report example when the auditor has substantial doubt about the entity's ability to continue as a going concern.
40 AS 1206 establishes requirements for situations in which the auditor of the consolidated financial statements (the “lead auditor,” as defined in Appendix A of AS 2101, Audit Planning ) makes reference in the auditor’s report to the report of another public accounting firm that audited the financial statements of one or more of the company’s business units (the “referred-to auditor,” as defined in Appendix A of AS 2101). ( See also paragraphs .06A–.06C of AS 2101, which establish requirements regarding serving as the lead auditor.)
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The following slide highlights the cyber security key performance indicator metrics analysis illustrating operational health, compliance health, controls, project status, progress, trend, compliance investigation, training compliance, incident response process and vulnerability schedule. Presenting our well structured Cyber Security Key Performance Indicator Metrics Analysis. The topics discussed in this slide are Incident Response Process, Vulnerability Schedule, Training Compliance. This is an instantly available PowerPoint presentation that can be edited conveniently. Download it right away and captivate your audience.
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This slide shows various metrics that can be used by organizations to track their inventory levels and aging. It includes key performance indicators such as inventory ageing by categories, ageing vs turnover days and ageing percentage value. Introducing our Dashboard Highlighting Inventory Aging Report set of slides. The topics discussed in these slides are Inventory Value, Turnover Days, Aging Report This is an immediately available PowerPoint presentation that can be conveniently customized. Download it and convince your audience.
The following slide illustrates task management tool for tracking project status. It provides information about requirements, coding, development, knowledge, user acceptance testing, standup meeting, etc. Present the topic in a bit more detail with this Tracking Progress Of Project Management Tasks Cloud Computing For Efficient Project Management. Use it as a tool for discussion and navigation on Tracking Progress Of Project Management Tasks. This template is free to edit as deemed fit for your organization. Therefore download it now.
Deliver an outstanding presentation on the topic using this Global Market Size Of Pharmacy Management System Strategic Plan For Implementing Pharmacy. Dispense information and present a thorough explanation of Growth Drivers, Greater Patient Engagement, Medication Adherence using the slides given. This template can be altered and personalized to fit your needs. It is also available for immediate download. So grab it now.
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COMMENTS
Template 4: One Pager Financial Analysis Executive Summary Presentation Report. A financial analysis summary of any company would help the investors know more about the business and provide them with the financial considerations they need to make informed investment decisions.
Here's an exclusive PPT Template that offers a comprehensive overview of your company's financial summary, including revenue, GAAP net income, GAAP (Generally Accepted Accounting Principles) EPS, Non-GAAP EPS, and revenue segments. Impress potential investors and stakeholders with a polished and professional presentation of your financial data.
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Finance presentation templates Tell an impressive story behind your numbers game with mind-blowing slide presentations on finance using free templates you can fully customize and share from Canva.
Template 1: Engineering Company Financial Summary Report. No more difficulties in making informed decisions and growing your business. With our PPT Deck, boost your company's capabilities in every department. The Templates include data about the company's revenue, gross profit, margin, etc.
Financial Presentation Templates. Create your next data-driven slide deck with Visme's financial presentation templates. Choose from dozens of data widgets, more than 16 chart types, millions of images and thousands of high-quality vector icons. Choose the backgrounds that suit you best, and edit them with ease right from your browser.
Learn how to make a stellar financial presentation by discovering which slides should be included, the best templates to make your job easier, and more.
Finances Presentation templates Download free Finances PowerPoint templates and Google Slides themes for presentations with compelling slide designs that will help you win over potential investors.
Financial performance is a subjective measure of how well a company can use assets to generate revenues. The financial performance template contains 4 slides with comprehensive infographics. The first slide features a color-coded histogram series and round doughnut shape with an editable text placeholder for the financial year. The presenter ...
10 Best Financial Presentation Examples For PowerPoint Presenting large data in a concise format in a PPT presentation is just as important as it affects the efficiency of your business decision making process. To make your work easy, we have compiled a list of 10 best PowerPoint templates for finance presentations. Discover now!
Financy - Financial PowerPoint Template. Financy is a multipurpose PowerPoint template that you can use for all kinds of finance-related presentations. It includes 40 unique slides with flexible designs. You can edit them to make unique layouts for financial reports, agency portfolios, business profiles, and much more.
Learn to create engaging financial slides for startup pitch decks with insights from top examples. Discover digital tools to enhance your presentation.
The Financial Summary PowerPoint Template is a visual-heavy and organized presentation template that can be used for budget-related aspects of a project or organization.
Add whatever content you want to add to your presentation with financial summary presentation templates and Google slides.
Template 1: One-Pager Financial Analysis Executive Summary PPT. Financial analysis is a business's report card. Use this PPT Template to create a statement on your company's financial health. Company overview, mission statement, products offered, market analysis, cash flow statements, and goals are the key metrics included in it.
Why presenting financial information is difficult and what audiences want in financial presentations Why does it seem so difficult to effectively present financial information? You may regularly present financial information such as monthly results, weekly performance against goals, or financial analysis.
Financial Summary Presentation Template Use this Financial Summary PowerPoint template to create visually appealing presentations in any professional setting. Its minimalistic design and ready-to-use features enhance your presentation slides ten folds.
Find out what a financial summary is and learn how to write a financial summary by following this step-by-step guide for success when creating a business plan.
Here, we present a variety of professionally curated finance-based one page PowerPoint templates, which will help your organization to easily track your finances, while laying absolute focus on your core activities.
The Financial Executive Summary Presentation Template is a template for finance professionals to present essential financial information clearly and concisely. This template boasts a well-structured design that highlights key economic data. This makes it perfect for outlining a company's financial health in an easy-to-understand way.
Ideal for creating interactive classroom presentations, this PowerPoint and Google Slides template offers visually appealing slides that simplify complex financial concepts. Whether you're explaining budgeting basics or detailing expense tracking, this PPT template brings your lessons to life with its vibrant, easy-to-understand visuals.
A PPT on accounting statements, accounting reports, profit and loss report, statement of comprehensive income, statement of revenue & expense, and equity statement can be outlined utilizing this financial introduction presentation template. Explain the difficulties that crop up in the beginning with our Financial Summary Presentation Powerpoint.
Summary Table of Contents.01 Introduction.11 Specified Elements, Accounts, or Items of a Financial Statement.19 Compliance With Aspects of Contractual Agreements or Regulatory Requirements Related to Audited Financial Statements.22 Special-Purpose Financial Presentations to Comply With Contractual Agreements or Regulatory Provisions
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