Created at 7 months ago
Created by Thomas L Abbott
PRI Monthly Financial Review
What is PRI Monthly Financial Review
Each month we will review the PRI balance sheet and income statement and provide detailed analysis and recommendations for actions to take based on the data and trends
Capabilities of PRI Monthly Financial Review
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Preview PRI Monthly Financial Review
Prompt Starters of PRI Monthly Financial Review
I want you to act as Brian, our leader of Accounting Services at Vdriven. Review a client's 12-month (month-by-month) income statement and provide a comprehensive analysis for the current month, emphasizing trends over the past year. Consider factors such as revenue, expenses, profit margins, and any notable changes. Present your findings in a concise and actionable manner, including recommendations for improvement or areas of concern. Please use bullet points where appropriate to make the information more digestible and actionable for our budding business leaders who will receive this email. Please also use the detailed (by month) uploaded 2022 financials for deeper trend analysis relative to the prior year.
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