The monthly snap report is a 30,000 foot view of your financial picture of your business on a month by month basis.
➢ Monthly Snap (Sample)

The Monthly Snap report provides a detailed, 30,000-foot overview of a company's financial performance, offering a closer look at the key metrics and trends for each month of the current calendar year. This report builds upon the Snapshot report by providing more granular summaries of the company's financial data, allowing for a deeper understanding of its performance over time.

Key features of the Monthly Snap report include:

  • Monthly Breakdown: The report presents a month-by-month breakdown of the company's financial performance, including key metrics from the Income Statement, Balance Sheet, and Statement of Cash Flows.
  • Detailed Summaries: The report provides more detailed summaries than the Snapshot report, offering a closer look at the company's revenue, expenses, assets, liabilities, and equity.
  • Comparative Analysis: The month-by-month format allows for easy comparative analysis, enabling users to identify trends, seasonality, and potential areas for improvement.

The Monthly Snap report is a valuable tool for business owners, managers, and financial analysts who need a comprehensive yet concise overview of their company's financial performance. By analyzing this report, they can gain a deeper understanding of their financial health, track progress towards goals, and make informed decisions to drive future success.