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Financial statements template

Financial statements are a set of documents showing a company’s current financial status. Specifically, these statements indicate:

  • how much money is being made and spent—shown on the income statement
  • what the company owns and how much it owes—shown on the balance sheet
  • where money came from and where it went—shown in the cash flow statement (also called the statement of changes in financial position)
  • The amount of money kept in the company by the owners—shown on the statement of retained earnings

Your financial statements will be used by:

  • tax authorities to assess your taxes and determine your payroll contributions
  • bankers and investors to make investment or lending decisions.
  • you and your management team to make day-to-day business decisions and plan strategic actions

Most accounting software will create your financial statements for you, but you can use this free template to create them manually if needed.

Fill in the form to get your template. It’s 100% free.