The Executive Summary

heads up ! keeper docs is now deprecated, and this page is not maintained please visit keeper's help center at help keeper app 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