SIMPLE YEAR-END REPORT TEMPLATE

YEAR-END REPORT

COMPANY NAME

00/00/0000

Complete Physical Address

Complete Mailing Address (if differs from Physical Address)

Contact Phone

Web Address

Email Address

PREPARED BY	TITLE	DATE
APPROVED BY	TITLE	DATE

Table of Contents

1.	EXECUTIVE SUMMARY	3

2.	ANNUAL FINANCIAL REPORT	4

3.	AUDITOR’S REPORT	5

4.	CONCLUSIONS	6

5.	REFERENCES	6

EXECUTIVE SUMMARY

[NAME OF COMPANY] is an organized corporation currently existing under the laws of [CITY / TOWN] in [STATE / PROVINCE]. The founder, owner, and Chief Executive Officer of [COMPANY NAME] is [NAME]; [NAME]’s previous experience in [LIST PAST EXPERIENCE] brings [LIST QUALIFICATIONS AND ASSETS] to our team.

[NAME OF COMPANY] was established in [YEAR] and has since committed itself to specializing in providing [SPECIFY PRODUCTS / SERVICES] for [CATEGORIZE CUSTOMER BASE]. In its first year, [NAME OF COMPANY] employed a total number of [NUMBER] employees and has since expanded its operations to a team of [NUMBER OF EMPLOYEES].

In addition to providing [SPECIFY PRODUCTS or SERVICES], [COMPANY NAME] has also spearheaded additional initiatives, both internally and for the greater business community. These include [DESCRIBE ADDITIONAL PRODUCTS OR SERVICES PROVIDED, THE COMPANY’S REPUTATION OR COMMUNITY INVOLVEMENT, BUSINESS PARTNERS AND RELATIONSHIPS, AND ANY OTHER NOTABLE SUCCESSES THE COMPANY HAS HAD OUTSIDE THEIR PRIMARY SERVICES].

In [CURRENT YEAR], [NAME OF COMPANY] is proud to [LIST KEY, HIGH-LEVEL ACHIEVEMENTS OF THE PAST YEAR. THESE CAN INCLUDE TOTAL REVENUE, NEW OR IMPROVED PRODUCTS AND SERVICES, AWARDS, ACQUISITIONS AND OTHER BUSINESS PARTNERSHIPS, ETC.].

As of [CURRENT YEAR], the company is involved in [NUMBER] major projects — our main focus this year has been on [NAMES AND HIGH-LEVEL DETAILS OF PROJECT(S)]. [GIVE DETAILS OF THE FUNDING, REVENUE ACCRUED, AND OVERALL SUCCESS OR FAILURE OF THESE PROJECTS.]

In the following year-end report, you will find an annual financial report (complete with a profit and loss statement) that provides insight into [NAME OF COMPANY]’s current financial position. Additionally, we have included an auditor’s report, written conclusions, and references. It is our hope that upon reading this report (including the financial models contained herein), you will gain a better understanding of our business’s directions, as well as a clear idea about whether we will continue with all current initiatives, modify any of them, or terminate and/or replace any of them.

ANNUAL FINANCIAL REPORT

You can edit this section to include any other required financial information or add a separate financial report to replace this section.

YEARS ENDED	[CURRENT YEAR]	[1 YEAR PRIOR]	[2 YEARS PRIOR]
NET SALES
Product	$00,000	$00,000	$00,000
Service	$00,000	$00,000	$00,000
TOTAL NET SALES	$00,000	$00,000	$00,000
COST OF SALES
Product	$00,000	$00,000	$00,000
Service	$00,000	$00,000	$00,000
TOTAL COST OF SALES	$00,000	$00,000	$00,000
GROSS MARGIN	$00,000	$00,000	$00,000

OPERATING EXPENSES
Research and Development	$00,000	$00,000	$00,000
Sales and Marketing	$00,000	$00,000	$00,000
General and Administrative	$00,000	$00,000	$00,000
Amortization of Purchased Intangible Assets	$00,000	$00,000	$00,000
In-Process Research and Development	$00,000	$00,000	$00,000
TOTAL OPERATING EXPENSES	$00,000	$00,000	$00,000
OPERATING INCOME
Interest Income, Net	$00,000	$00,000	$00,000
Other Income, Net	$00,000	$00,000	$00,000
INTEREST AND OTHER INCOME, NET	$00,000	$00,000	$00,000

INCOME BEFORE PROVISION FOR INCOME TAXES AND CUMULATIVE EFFECT OF ACCOUNTING CHANGE	$00,000	$00,000	$00,000
Provision for Income Taxes	$00,000	$00,000	$00,000
INCOME BEFORE CUMULATIVE EFFECT OF ACCOUNTING CHANGE	$00,000	$00,000	$00,000
Cumulative Effect of Accounting Change, Net of Tax	$00,000	$00,000	$00,000
NET INCOME	$00,000	$00,000	$00,000

AUDITOR’S REPORT

You can insert an accountant’s or auditor's report here.

CONCLUSIONS

After presenting the related data on [COMPANY NAME]’s expenses and projected profits and losses for the year [YEAR], we were able to implement our additional programs successfully; moreover, [COMPANY NAME] was able to exceed the expenditure costs. The Board of Directors hereby approves the continuation of the program into the next fiscal year, with evaluations on a quarterly basis.

REFERENCES

In connection with the monthly projected profits and losses and expenses, we used the following resources to generate this report.

SOURCE NAME	LOCATION / LINK

DISCLAIMER Any articles, templates, or information provided by Smartsheet on the website are for reference only. While we strive to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the website or the information, articles, templates, or related graphics contained on the website. Any reliance you place on such information is therefore strictly at your own risk.