This comprehensive pack provides essential prompts for generating, analyzing, and structuring core financial statements and reports. Ideal for accountants, analysts, and finance professionals seeking to streamline their reporting processes and gain deeper insights from financial data.
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Draft a comprehensive Management Discussion and Analysis (MD&A) section for an annual report, covering financial highlights, operations, liquidity, risks, and outlook.
Prepare a comprehensive statement of changes in equity, detailing the impact of net income, dividends, stock issuances, and other transactions.
Draft a comprehensive balance sheet by inputting asset, liability, and equity details, ensuring proper classification and adherence to the accounting equation.
Generate a meticulously structured income statement, complete with revenue, COGS, operating expenses, and tax calculations, adhering to standard accounting principles.
Analyze a cash flow statement to identify key trends, strengths, and weaknesses in cash generation and usage, providing actionable insights for financial strategy.