Explain a client's monthly financials in plain English
Turns a P&L and balance sheet into a short, jargon-free update a business owner will read and act on.
The prompt
Help me explain a client's monthly financial results to a business owner who isn't a finance person.
Business: [what it does, size]
This month's P&L and balance sheet: [PASTE, with prior month and same month last year if available]
Cash balance and key upcoming payments: [DETAILS]
Things I already know about: [e.g. "annual insurance paid this month", "lost biggest customer in June"]
What the owner cares about most: [e.g. "can I hire someone", "am I making money", "cash for payroll"]
Write an update with:
1. The headline: one or two sentences - did the business make money, and is cash healthy?
2. What changed and why: the 3 biggest movements, each explained in everyday language, with the number.
3. Profit vs. cash: if profit and cash moved differently, explain why in simple terms (e.g. customers haven't paid yet, loan payments, inventory purchases).
4. Watch list: up to 3 things that need attention, with a suggested action.
5. Questions for the owner: anything I need them to confirm.
Rules:
- Use only numbers I provided; no invented causes. Where I haven't given the reason for a change, write [ASK OWNER].
- No unexplained jargon. If a term is needed (e.g. "gross margin"), define it in one line.
- Keep it under 300 words. Offer a 3-bullet text-message version too.
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Email & Workplace Communication prompts
What to fill in
- what it does, size
- PASTE, with prior month and same month last year if available
- DETAILS
- ASK OWNER
How this prompt is built
This prompt follows the Few-Shot structure (Few-shot prompting). A few-shot prompt includes one or more worked examples of the input and the output you want, so the model can copy the pattern instead of guessing it.
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