Writing Effective Financial Reports

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How do you make sure a report communicates effectively and tells the right story? Maximise the impact of your reports with practical tips and guidance.

£100 +VAT

4 CPD hours

120 days’ access

Use ACPD101 for 10% off any purchase.

Writing Effective Financial Reports

£100 +VAT

4 CPD hours 120 days’ access
Use ACPD101 for 10% off any purchase.

Writing Effective Financial Reports

This course is not currently available. To find out more, please get in touch.

This course will enable you to

  • Write a variety of reports for both internal and external stakeholders
  • Identify the needs of your audience and adapt accordingly
  • Provide a balance between solid financial information and interesting analysis
  • Bring what you’ve learned together to produce refined, polished reports

About the course

How can you ensure that a report communicates effectively and tells the right story? It can take hours of hard work to write a report, and all too often, no one seems to pay attention to them. In this course, we look at the secrets of successful financial report writing.

You’ll explore practical strategies to enhance the impact of your reports. If you’re writing reports for external stakeholders, it will help you to think about how to consider the frameworks and accounting standards you need to adhere to. If you’re writing reports for internal stakeholders, it will help you to consider your audience and meet their needs. This course will enable you use your data and financial insight to produce the best possible report.

Contents

Types of report

Types of reports
Which report?
Management accounts
Annual financial statements
Special reports
Key differences
Integrated reports

Understanding your audience

The stakeholders
The board and management
Employees
Shareholders
It’s what the audience wants
Lenders
Trade creditors
Customers
Auditors

Getting the balance right

The key numbers
The information
Further explanatory information
The chart of accounts
Getting the balance right
Types of analysis

Bringing it all together

Key principles
Top tips
Other tips
Quality control procedures

How it works

Author

Wayne Bartlett

Wayne Bartlett

Wayne is an internationally acclaimed speaker and trainer on all aspects of public and private sector accounting and auditing standards. He has been instrumental in helping to develop the profession internationally and has taken lead roles in the development of new professional bodies and the accounting profession in Mozambique and Rwanda, and been extensively involved in developing financial reporting in many countries across the globe.