the
FINANCIAL
STATEMENT
BUILDER
PRESENT DATA BEAUTIFULLY
Present key insights and data from your clients' financial statements in an engaging and impactful way
MADE FOR BOOKKEEPERS
Capture Attention & Reinforce Your Professional Brand
The Financial Review Package is a beautifully designed Canva template created specifically for bookkeeping and accounting professionals who want to present key insights and data from their clients' financial statements in an engaging and impactful way. Whether you're reviewing monthly, quarterly, or annual financial data, this template ensures that your presentation is both informative and visually appealing, capturing your clients' attention and reinforcing your professional brand.
HOW IT WORKS
Master Brand Template
Transition our base template into your Master Brand Template. The Master Brand Template is your company's main template that all client packages will be built from.
Input Client Data
Create individual client packages or presentations to review important metrics with your clients.
Present Data to Client
Use the PDF version to share a digital copy with your client or the presentation version to host your annual meeting!
Pass Along the bulk of the work
For an additional fee, allow our team to edit the Master Brand Template for you! Hiring us minimizes the editing process on your end, so your Master Brand Template is ready to use for client reviews.
YOU SHOULD KNOW
Edit your template using the FREE Canva account
We exclusively used free elements inside of the template, so that you won't need to pay a monthly subscription to use it.
Create up to a 48-page review package
The template package includes 147 individual template pages, grouped into 39 different template page "types".
Fully customize the template to match your brand
The full template should be customized to meet the needs of your brand. Change the colors, fonts, and images in the template as needed.
The template includes pre-built topics
The template as is reviews the Income statement, balance sheet, cash flow statement, KPI (or business goal) metrics, and budgeting/forecasting adjustments.
You will have access to two versions of the template
You will have access to an 8.5x11 in template to share a digital PDF with your client and a 1920 x 1080px template to host presentations with your clients.
The editing process varies
The bulk of the editing time will occur in creating your Master Brand Template, which is the template used to create all client presentations. After the MBT is complete, you will simply need to fill in client information for each presentation and share.
THE MASTER BRAND TEMPLATE
Get the initial edit out of the way. Utilize our editing service and we will rebrand your Master Brand Template for you.
Q. What do I need to use the MBT editing service?
In order to use the MBT editing service, you need to have a clear understanding of your brand. You will need to provide the exact colors, fonts, and images that you want to use in your template, and we'll apply it to our ready-made template.
Q. Will you create custom template pages for my business?
Unfortunately, the MBT editing service does not include customization of the template beyond adding your pre-chosen branding. We will only be applying the branding as directed by you to both versions of the template.
Q. How much does the MBT editing service cost?
The MBT editing service cost is a flat $100 on top of the purchase of the template ($37) for the time it takes to rebrand the template. Upon purchase of the service, you will need to complete the rebranding questionnaire prior to fulfillment of your order.
Q. What kind of files do you deliver?
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Q. Do you offer content creation?
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Q. Is copy included with my design?
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