It's unread because of three fixable mistakes. Most unread documents aren't ignored because the content is bad. They're ignored because of structure and presentation failures that are entirely fixable. 1. Put your bottom line first. You know the numbers inside out. So you present
Cluttered slides don't just bore your audience. They undermine the audience's trust in your financial judgement. I've sat through hundreds of finance presentations. The worst ones all make the same mistake: cramming too much onto each slide. Budget variance tables with 15 columns. Bullet
The problem with most financial documents is that they're written backwards. The writer starts at the beginning of their analysis and drags the reader through every step until they finally reach the conclusion. It's exhausting and it wastes time. The way you solve a problem is
Jargon isn't the same as precision. Finance professionals defend technical language as if the two are identical. They're not. Some technical terms are genuinely necessary. Accrual, materiality, going concern. These have specific meanings. Using them with a finance audience is legitimate. But most finance jargon isn&
It's probably the skill that will define your career more than any technical knowledge. I'm talking about clear writing. I qualified as a CIPFA accountant in 1990. I passed exams on accounting, audit, reporting, ethics. I learned how to prepare accounts and analyse budgets. But nobody
Finance people know their reports are rubbish. Too long, too technical, too boring. Hard to read. Then they go back to their desks and write exactly the same way. I've been in finance for over 30 years. I've written two textbooks and taught at business schools.
Your tables are invisible. Not literally. But readers skip them. They see a block of numbers, a generic label at the top, and their eyes glaze over. They move on. You spent time building that table. You chose the data carefully. But without a clear message, it's just
Your readers shouldn't have to dig through paragraphs to find what matters. Put your conclusion first. Total costs go at the top. Decisions you need belong in paragraph one. This saves your reader time and effort. High impact for them, with minimal effort. That's what your
Most finance professionals write a report, read it through once, fix the typos, and hit send. That's not editing. That's proofreading. For finance professionals aiming for CFO roles, clear writing signals clear thinking. And clear writing requires good editing. Here's what real editing looks
The problem with public sector reports isn't the content. It's that we're still writing like it's 2005. We format documents for A4 paper and desktop screens. Then we email them to executives who read them on phones during their commute. * Your 40-page
Your readers don't have time to hunt for information. They need to find what matters in seconds, not minutes. That's why plain language isn't just about the words you choose. It's about how you present them. Think about the last report you
That's the uncomfortable truth most finance professionals don't want to hear. Your readers are drowning in emails, back-to-back meetings, and competing priorities. If your opening doesn't grab them immediately, they'll skim the executive summary and move on. Here are 3 ways to