CFO Report Template
Free Download & Guide

What's Included in This Template

Our CFO report template includes all the sections that professional fractional CFOs and advisory firms include in their client deliverables:

• Executive Summary / Dashboard
• Income Statement with Analysis
• Balance Sheet Summary
• Cash Flow Statement
• Key Performance Indicators
• 12-Month Trend Charts
• Year-over-Year Comparison
• AR/AP Aging Analysis
• Strategic Recommendations

How to Use This Template

Step 1: Gather Data

Export the necessary reports from your accounting software: Income Statement, Balance Sheet, AR Aging, AP Aging, and transaction detail for the period.

Step 2: Populate the Template

Enter the data into the designated cells. Formulas will automatically calculate ratios, trends, and comparisons.

Step 3: Add Commentary

Numbers without context are meaningless. Add narrative explaining what the numbers mean and why they matter.

Step 4: Generate Recommendations

Based on your analysis, provide 3-5 actionable recommendations for the client to consider.

Or Skip the Manual Work

While this template helps you build CFO reports manually, BizDoc generates the same comprehensive analysis automatically — in 30 seconds. Connect QuickBooks, get the report. No manual data entry, formulas, or formatting.