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Begin with the end in mind.

Each day this week I will share a tip to help you write financial documents. Here’s the first one.

Begin with the end in mind.

Before you start writing make sure you understand what you and the reader want from the document. If you want a decision then make it easy for the audience to know that is your purpose. If you are simply reporting something for in-formation, make that clear too.

If you are not clear what the purpose of a report is then ask the recipient what they want, or ask your manager to advise you. If they don’t know then you’ve both got a problem!

Gary Bandy Limited is a company registered in Cardiff, number 5660437.

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