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  2. Year-to-date - Wikipedia

    en.wikipedia.org/wiki/Year-to-date

    Year-to-date is used in various contexts to record the results of an activity from the beginning of the year up to the present day. This period excludes the current day if it is not yet complete. In finance, YTD figures are often included in financial statements to detail the performance of a business entity. Providing YTD results for the ...

  3. Annual report - Wikipedia

    en.wikipedia.org/wiki/Annual_report

    The financial statements are usually compiled in compliance with IFRS and/or the domestic GAAP, as well as domestic legislation (e.g. the SOX in the U.S.). In the United States , a more-detailed version of the report, called a Form 10-K , is submitted to the U.S. Securities and Exchange Commission . [ 2 ]

  4. Business plan - Wikipedia

    en.wikipedia.org/wiki/Business_plan

    For example, a business plan for a non-profit might discuss the fit between the business plan and the organization's mission. Banks are quite concerned about defaults, so a business plan for a bank loan will build a convincing case for the organization's ability to repay the loan.

  5. Generally Accepted Accounting Principles (United States)

    en.wikipedia.org/wiki/Generally_Accepted...

    In 2009, the Codification superseded the FASB's Statements of Financial Accounting Standards. 168 standards had been issued before the Codification. Concepts Statements , first issued in 1978. They are part of the FASB's conceptual framework project and set forth fundamental objectives and concepts that the FASB use in developing future standards.

  6. Financial statement - Wikipedia

    en.wikipedia.org/wiki/Financial_statement

    Financial statements (or financial reports) are formal records of the financial activities and position of a business, person, or other entity. Relevant financial information is presented in a structured manner and in a form which is easy to understand. They typically include four basic financial statements accompanied by a management ...

  7. Balance sheet - Wikipedia

    en.wikipedia.org/wiki/Balance_sheet

    In financial accounting, a balance sheet (also known as statement of financial position or statement of financial condition) is a summary of the financial balances of an individual or organization, whether it be a sole proprietorship, a business partnership, a corporation, private limited company or other organization such as government or not-for-profit entity.

  8. Project initiation documentation - Wikipedia

    en.wikipedia.org/wiki/Project_Initiation...

    The project initiation documentation is a PRINCE2 [1] term representing the plan of approach in project management. It is assembled from a series of other documents, including the business case, the terms of reference, the communication plan, the risk register, the project tolerances, the project plan, and any specific project controls or inspections as part of a departmental quality plan or ...

  9. Financial statement analysis - Wikipedia

    en.wikipedia.org/wiki/Financial_statement_analysis

    Financial statement analysis (or just financial analysis) is the process of reviewing and analyzing a company's financial statements to make better economic decisions to earn income in future. These statements include the income statement , balance sheet , statement of cash flows , notes to accounts and a statement of changes in equity (if ...

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