End-of-Year Financial Meeting

Use this template to facilitate your next End-of-Year Financial meeting that brings the team through the beginning of the year to the end. Evaluate the company’s financial performance and plan for the year ahead.

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Tone of the meeting

Attendance ✅

List all meeting attendees:



Financial Highlights

Present the most significant financial results for the year.


Growth year-over-year

Net profit year-over-year

Major Accomplishments

Note any important business milestones.


Include the reasons for any significant variances from the initial forecast.

Goals for the Upcoming Year

List the company goals for the next upcoming year to increase revenue.


Summarize financial highlights, accomplishments, forecasts, goals, etc.

Action Items

What came out of this meeting? What are your next steps?

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