Analytical Reviews - Profit & Loss and Balance Sheet

Guidance:

These templates are used to explain the variances between figures this year and last year, drawing the readers' attention to key points you want to make.

This is a fundamental document for us, replacing the memos that lots of offices currently rely heavily on; one place where the whole client service team can communicate with each other about the key areas on the accounts.

This is where you need to put in a good bit of leg work to ensure that the prior year matches the actual signed accounts, the headings actually are amended to match the client accounts etc.  Otherwise the document loses it's integrity and the partner will not feel comfortable sharing this with a client.

Step-by-Step:

The help guide from Silverfin on how to use the template itself is here