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Financial statements template for businesses 

Easily track your organization’s profit & loss statement, balance sheet and cash flow statement with this easy-to-use template

The three financial statements — the profit & loss statement, balance sheet and cash flow statement — are crucial indicators of a business’s financial health. To make tracking easy, we’ve created a template for finance professionals.

How to use the template:

  1. Enter your financial data into the Profit & Loss and Balance Sheet sections.
  2. The Cash Flow Statement will populate automatically based on your entries.
  3. Review the generated statements for a comprehensive view of your finances.

The template also includes a list of fundamental accounting principles and key ratios and metrics (complete with formulas).

Ready to take a deep dive into your organization’s financial performance? Download the template now.

Download the Template

The three financial statements — the profit & loss statement, balance sheet and cash flow statement — are crucial indicators of a business’s financial health. To make tracking easy, we’ve created a template for finance professionals.

How to use the template:

  1. Enter your financial data into the Profit & Loss and Balance Sheet sections.
  2. The Cash Flow Statement will populate automatically based on your entries.
  3. Review the generated statements for a comprehensive view of your finances.

The template also includes a list of fundamental accounting principles and key ratios and metrics (complete with formulas).

Ready to take a deep dive into your organization’s financial performance?