How to Write a Financial Report: Communicating Critical Financial Signs from the Numbers
暫譯: 如何撰寫財務報告:從數字中傳達關鍵財務指標

Tracy, Tage C.

  • 出版商: Wiley
  • 出版日期: 2024-10-15
  • 售價: $1,290
  • 貴賓價: 9.5$1,226
  • 語言: 英文
  • 頁數: 224
  • 裝訂: Quality Paper - also called trade paper
  • ISBN: 1394263341
  • ISBN-13: 9781394263349
  • 相關分類: 會計學 Accounting
  • 海外代購書籍(需單獨結帳)

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商品描述

Complete guide to understanding and writing financial reports with clear communication

Accompanying the hugely successful How to Read a Financial Report, How to Write a Financial Report is your non-specialist and jargon-simplified guide to the art of writing a financial report and effectively communicating critical financial information and operating results to your target audience. This book also covers utilizing different KPIs and types of reports and statements to convey a cohesive quantitative story to everyone reading your report, even if they aren't experts in accounting and finance.

This book pays special attention to the "big three" financial statements, the differences between internal and external financial information/reports, and confidentiality factors, disclosure levels, and risk elements when deciding which information to include. This book also discusses important elements in financial reports, including:

  • Providing an expanded understanding of the big three financial statements and how these act as the base food which feeds the financial reporting beast.
  • Producing financial reports that keep the audience engaged, focused, and educated.
  • Learning how to speak the base language of accounting and finance.
  • Diving deeper into financial stability and operating results by using ratios, trends, and variance analyzes to improve financial reporting.
  • Offering examples of real financial reports for hands on reference and use in the real world.

With everything readers need to write, analyze, and communicate financial accounting reports, How to Write a Financial Report earns a well-deserved spot on the bookshelves of investors, lenders, business leaders, analysts, and managers seeking to improve their writing and comprehension skills, along with investors seeking to better understand where financial information comes from and how it is presented.

商品描述(中文翻譯)

完整指南:理解與撰寫財務報告的清晰溝通

隨著極為成功的如何閱讀財務報告,如何撰寫財務報告,這本書是針對非專業人士的簡化術語指南,旨在教授撰寫財務報告的藝術,並有效地向目標讀者傳達關鍵的財務資訊和經營結果。本書還涵蓋了利用不同的關鍵績效指標(KPI)和報告及聲明類型,向所有閱讀報告的人傳達一個連貫的定量故事,即使他們不是會計和財務方面的專家。

本書特別關注「三大」財務報表、內部與外部財務資訊/報告之間的差異,以及在決定包含哪些資訊時的保密因素、披露程度和風險要素。本書還討論了財務報告中的重要元素,包括:


  • 提供對三大財務報表的擴展理解,以及這些報表如何作為滋養財務報告的基礎。

  • 製作能夠吸引、集中注意力並教育觀眾的財務報告。

  • 學習如何使用會計和財務的基本語言。

  • 通過使用比率、趨勢和差異分析深入探討財務穩定性和經營結果,以改善財務報告。

  • 提供真實財務報告的範例,以便在現實世界中參考和使用。

本書提供了讀者撰寫、分析和溝通財務會計報告所需的一切,如何撰寫財務報告 在投資者、貸款人、商業領袖、分析師和管理者的書架上佔有應有的位置,這些人希望提高他們的寫作和理解能力,同時也幫助投資者更好地理解財務資訊的來源及其呈現方式。

作者簡介

Over the past 30+ years, Tage C. Tracy has operated a financial consulting firm focused on offering CFO/executive-level support and planning services to private companies on a fractional basis, working primarily with startups, rapid growth companies, strategic exits and acquisitions, and turnarounds and challenged environments.

作者簡介(中文翻譯)

在過去的30多年中,Tage C. Tracy經營著一家金融諮詢公司,專注於為私營公司提供CFO/高層級的支持和規劃服務,主要以部分時間的方式運作,並與初創企業、快速成長的公司、戰略退出與收購,以及轉型和面臨挑戰的環境合作。