📊 OVERVIEW
An editable Excel template designed to capture and present Year 1 financial performance across any business or project. Includes modular sections for income, expenses, profit/loss, balance sheet items, and year-end summaries—ideal for internal reviews, client reporting, and audit preparation.
📦 WHAT’S INCLUDED
• 📊 Editable Excel workbook (.xlsx) featuring:
• 💰 Income and expense breakdown by category
• 📉 Profit/loss summary and year-end totals
• 📋 Balance sheet inputs and financial ratios
• 📆 Year 1 timeline and comparative columns
• ✅ Clear section headers for client-side editing
🧠 USE CASES
• Internal financial reviews and board reporting
• Client-facing Year 1 performance documentation
• Governance and audit readiness
• Reusable format for annual reporting cycles
🎯 FEATURES
• Editable .xlsx format with UK spelling and formatting
• Modular layout for Year 1 financial reporting
• Unbranded and consultancy-free
• Compatible with Microsoft Excel and Copilot editing
🔴 INSTANT DIGITAL DOWNLOAD
This editable template is available for immediate download upon purchase. No physical item will be shipped. Compatible with Microsoft Office and fully customisable for client-side use.
