How can we create ppt of income and expenses of 2 years?
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Lets remember that when presenting analysis and reporting of financial data we have some communication fact that need to be revised:
Financial data is complex
Concepts are not intuitive
The understanding and frame of references varies depending the audience.
This facts will drive your consolidated financial statements presentation plan.
The following sections will walk through financial statement presentation examples and will provide insights on how to tackle them.
Balance Sheet
The balance sheet by definition is a financial statement that summarizes an organization assets, liabilities and equity at a specific point of time (a snapshot). This three concepts provide information on what the organization owns, owes and how much was invested (capital). Applying the facts we described before, Balance Sheet data is complex, so you will try to summarize the data in each section as much as possible, presenting the relevant accounting lines (generally, those associated with Liquidity , Debt and Net Worth). The Concepts (Assets, Liabilities and Equity) are not simple, and when you dive into “liquidity of them”, it starts getting harder. The audience will drive your level of detail, so present a table where the major concepts are clearly highlighted (background colors), with totalizers (use bold for this lines and make sure you point them strongly). Move quickly to the Ratios section if understood, otherwise navigate to a second level of detail, if the audience requests to drill down.
Financial data is complex
Concepts are not intuitive
The understanding and frame of references varies depending the audience.
This facts will drive your consolidated financial statements presentation plan.
The following sections will walk through financial statement presentation examples and will provide insights on how to tackle them.
Balance Sheet
The balance sheet by definition is a financial statement that summarizes an organization assets, liabilities and equity at a specific point of time (a snapshot). This three concepts provide information on what the organization owns, owes and how much was invested (capital). Applying the facts we described before, Balance Sheet data is complex, so you will try to summarize the data in each section as much as possible, presenting the relevant accounting lines (generally, those associated with Liquidity , Debt and Net Worth). The Concepts (Assets, Liabilities and Equity) are not simple, and when you dive into “liquidity of them”, it starts getting harder. The audience will drive your level of detail, so present a table where the major concepts are clearly highlighted (background colors), with totalizers (use bold for this lines and make sure you point them strongly). Move quickly to the Ratios section if understood, otherwise navigate to a second level of detail, if the audience requests to drill down.
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