Small Business Annual Report

A document template to help you transform the data from your small business client's annual accounts into a concise and compelling report that can we shared with the client and their stakeholders.
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What is a Small Business Annual Report?

A Small Business Annual Report is a report written by an accountant and delivered to a small to medium business owner at the end of a financial year. It takes the data from the business's annual financial accounts and wraps it all into a narrative that focusses on the highlights from the year for the business as well as areas for improvement. At its best, a Small Business Annual Report will spur action from the business owner with its incisive analysis of the performance of the business.

Who is the Small Business Annual Report template appropriate for?

Like the Appointment of Director Minute template, the Small Business Annual Report template is great for accounting firms who work with a lot of small to medium businesses as clients. If you're an accounting firm looking to add additional value over and above the preparation of the annual business accounts this template is a great place to start.