Free Financial Report Templates

A financial report sets out what a business earned, what it owns and owes, and where its money actually went. Owners use it to see whether the business is working; lenders and investors use it to decide whether to back it; and everyone uses it at year end whether they want to or not. The free templates below are editable MS Word and Excel files, and beneath them you'll find what each statement does, a worked example, and the distinction that catches out more small businesses than any other. The Three Statements A full financial report is built from three… Read More