Create a client-ready executive brief from the trial balance summary highlighting KPIs for accounts receivable aging and unbilled revenue to support cash-flow discussions

Generate create a client-ready executive brief from the trial balance summary highlighting kpis for accounts receivable aging and unbilled revenue to support cash-flow discussions for Accounting, Tax Preparation, Bookkeeping, and Payroll Services industry

Accounting, Tax Preparation, Bookkeeping, and Payroll Services

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Allowed: XLSX, CSV, PDF

Max size: 50MB

Upload the trial balance summary file for A/R aging and unbilled revenue analysis
Select the legal entity type for GAAP compliance requirements
Define accounts receivable aging buckets per management reporting standards
Specify the revenue recognition method per ASC 606 compliance
Identify the primary audience for the executive brief
Define acceptable risk thresholds for client discussions (e.g., days sales outstanding, provision percentages)
Specify the forecast period for cash flow implications
Select the priority KPIs for accounts receivable management discussions
Include budget vs actual variance analysis for revenue
Add any regulatory or client-specific compliance considerations affecting the brief