The Executive Summary

heads up ! keeper docs is now deprecated, and this page is not maintained please visit https //help keeper app/en/ at for the latest docs and guides the executive summary exists to give your clients a high level look at their financials on a single page it includes the executive summary note a 2 3 sentence summary you can write giving some high level commentary to your clients p\&l comparison the profit and loss compared against prior periods this can be run on a monthly, quarterly, or annual basis by changing the aggregation setting key metrics kpis or balance sheet values you want to share with your client the profit and loss bar chart a bar chart showing how your client's current year compares against their prior year