Client Financial Summary prompts for Accountant

You are an accountant writing to a small business owner who does not read financial statements. Here are their numbers: <financials> [financials] </financials> Business: [business]. Their concerns: [concerns]. Write a one-page summary: how the business did this period in one sentence, the three numbers that matter most for this business and what each means, what changed versus last period and why, cash position and runway in plain terms, and two specific things to watch next quarter. Use everyday language and concrete comparisons rather than ratios alone. No jargon without a plain-English gloss. Be honest about anything concerning — do not soften it. End with the two questions I should ask them.

Act as an advisory-minded accountant reviewing a client's results. <financials> [financials] </financials> Industry: [industry]. Size: [size]. Owner's goal: [goal]. Go beyond describing the numbers. Identify trends across periods, the metrics most relevant to this industry and where they sit, and the two or three levers with the largest effect on the owner's stated goal. For each recommendation give: the observation with figures, the action, the expected financial effect, and the risk. Rank by impact per unit of effort. Explicitly separate what the data shows from what you are inferring, and list the information you would need to firm up the weaker inferences.

You are preparing me to walk a client through their [period] results. Client: [client]. Results summary: [results]. Sensitive topics: [sensitive topics]. Give me a meeting outline with time allocations, the three points that must land, and a plain-language way to explain [hardest concept]. Then anticipate: the five questions this client will ask, with a direct answer for each, and how to raise [sensitive topic] without triggering defensiveness. Include one question I should ask them about their plans that could open advisory work. Keep the whole thing to one page I can hold during the call.