How to write a financial report : communicating critical financial signs from the numbers / Tage C. Tracy.

Format:

Book

Author/Creator:

Tracy, Tage C., author.

Language:

English

Subjects (All):

Financial statements.

Report writing.

Physical Description:

1 online resource (222 pages)

Edition:

First edition.

Place of Publication:

Hoboken, New Jersey : John Wiley & Sons, Inc., [2025]

Summary:

"Improve your ability to write and produce financial reports and analyses that are more effective, better understand where information comes from, and obtain a deeper understanding of how financial reports are prepared and how they are used"-- Provided by publisher.

Contents:

Part One Financial Report Writing Basics - What You Absolutely Must Know!

Chapter 1 Communicate or Die!

Remember the Basics

It Always Helps to Speak the Language

A Friendly Reminder About the Era of Technology

A Final Word About This Book

Chapter 2 Target Audience "E" - External Users

The Role and Importance of External Financial Reporting

Primary External Reporting Drivers

Types of Externally Prepared Financial Statements

The Financial Report versus Financial Statements

Chapter 3 Target Audience "I" - Internal Consumers

The Basics of Generating Internal Financial Information

A Deeper Dive and Example of Internal Financial Information

In Summary - Don't Make These Rookie Mistakes!

Chapter 4 Introducing CART - To Start, the Big "C," Completeness

Essential to Understanding the Big Picture

Barely Acceptable (the World of Small Businesses)

Better and Appropriate for the External Audience

Let's Take It Up a Notch to Best in Class

Completeness Revisited

Chapter 5 Embracing CART - Accuracy, Reliability, and Timeliness, the Best of Friends

Producing Reliable Financial Information

Better Late Than Never, Okay for External Parties

Better Late Than Never Does Not Fly Internally!

Reliability, Timeliness, and the Financial Story

Part Two Financial Statements - The Economic Heartbeat of a Company

Chapter 6 Understanding the Income Statement

The Income Statement - A Closer Look

The Income Statement - for External Users

The Income Statement - for Internal Consumers

Chapter 7 Trusting the Balance Sheet

Reporting Financial Condition: The Balance Sheet for External Users

The Balance Sheet for Internal Consumers

Chapter 8 Relying on the Statement of Cash Flows.

Cash versus Accrual Accounting

Financial Tasks of Business Managers

The Statement of Cash Flows for Internal Consumers

Chapter 9 Connecting the Financial Statement Dots

One Problem in Financial Reporting

Connecting the Dots

Chapter 10 The Significance of Financial Forecasts

The Importance of Business Forecast Models

Managing the Forecasting Process

Increasing the Power and Value of Your Forecast

Forecast Examples

Financial Forecasts and the Big Picture

Part Three The Types and Targets of Financial Reports

Chapter 11 The Role of Accounting

A Crash Course in Accounting

Key Accounting Theories, Concepts, and Trends

Rounding Out Our Discussion

Chapter 12 Preparing Financial Reports from Company Financial Statements - External Users

Financial Reports from Financial Statements - External Users

A Final Thought

Chapter 13 Preparing Financial Reports from Company Financial Statements - Internal Consumers

Financial Reports from Financial Statements - Internal Consumers

Some Additional Perspective

Chapter 14 Preparing Financial Reports from Company Financial Information

The Flash Report

Key Performance Indicators

A Second Internal Financial Report Example

A Few Parting Thoughts

Chapter 15 Revisiting Our Example Company with a Slight Twist

Base Case Financial Reports and Story

Preferred Case Financial Reports and Story

An Alternative Ending

A Very Short and Concise Conclusion

About the Author

Index

EULA.

Notes:

Description based on publisher supplied metadata and other sources.

Includes index.

Description based on print version record.

ISBN:

9781394263363

1394263368

9781394263356

139426335X

OCLC:

1433994512