1. Accounting & Finance Sample Presentation
3 year projection (separate template provided)

2. Reminder…
Once again, whatever you decide to present (and in what format) is up to you. We are providing this template simply to inspire thought.
Remember to use only half of your allotted agenda time for presentation. Leave time for discussion and debate.
Use this as a time to talk about what you will do in the future (as opposed to what you have already done).
You may not have all the information in this template. Focus on what you do have (or take an educated guess).

3. Long Range Accounting & Finance Issues
What levers do we need to pull to be a more profitable company?
This may be a good place to discuss pressure or opportunities on gross profit, etc.
Budgeting

4. Short Term Accounting & Finance Issues
What people do we need to hire in the next year?
What systems improvements are necessary.

5. Action Item Recap
What should we act on in the next 12 months