Explain a monthly report to a non-financial client

Turn monthly numbers into a short, plain-language summary a non-financial client will actually read, with clear questions for them to answer.

The prompt

Act as a bookkeeper who's great at plain-language explanations. Help me write a monthly summary for a client who doesn't read financial statements.

Client's business: [DETAILS]
This month's key numbers (revenue, expenses, profit, cash balance) and the same month last year or last month: [NUMBERS]
Anything unusual (big purchase, slow month, a loan payment): [DETAILS]
Questions I need answered by the client: [LIST]

Give me: 1) a summary under 200 words with three "what this means for you" bullets, 2) one simple suggestion based only on these numbers, 3) the questions as a short numbered list. Do not give tax advice. Mark anything that needs their accountant as [ASK YOUR CPA].

Replace every [BRACKETED] part with your own details before sending.

How to use it

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