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Business Financial Statement Basics

A Business Financial Statement lets your company convey its financial health in a simple, concise way. Internally, you can use a Business Financial Statement to identify trends, discover potential problems, and assess your financial performance. Externally, it can be used when you're looking to get loans from banks or other private lenders. A Business Financial Statement can help your business figure out exactly where the money is going and can really help you streamline your operations.

Use the Business Financial Statement document if:

  • You want to present your business's finances to a bank or lender
  • You want to discover trends and pain points in your business's finances
  • You want a concise and easy to read overview of your business's financial outlook

This Business Financial Statement is an income statement and a balance sheet all rolled into one. Plenty of smart companies will compile a Business Financial Statement regularly in addition to their regular accounting practices. And creating one is simple. Just answer a few simple questions and your Business Financial Statement can be ready in minutes.


Sample Business Financial Statement

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Business Financial Statement Basics

This Business Financial Statement is an income statement and a balance sheet all rolled into one. Plenty of smart companies will compile a Business Financial Statement regularly in addition to their regular accounting practices. And creating one is simple. Just answer a few simple questions and your Business Financial Statement can be ready in minutes.

Use the Business Financial Statement document if:
  • You want to present your business's finances to a bank or lender
  • You want to discover trends and pain points in your business's finances
  • You want a concise and easy to read overview of your business's financial outlook
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