Proposal Pack / All Templates / Financial - Financial Statement

How to write my Financial Statement document

The following tables outline Company names financial statement. Describe the highlights of your financial statement to show where you are doing best and where improvement is planned. The financial statement can be for you personally or for your company depending on the requirements of the proposal. Line item descriptions used here are common items used for illustration purposes only. Add remove or edit line item descriptions as they apply to your situation. Name. First name Last name Address. Address Address City State or province Zip or postal code Phone. Phone number

Email. E mail address Business Name. Company name Financial Statement Current year Assets Current Assets Cash Insert Accounts Receivable Insert Investments Insert List all other assets. Insert Total Current Assets Sum Fixed Assets Long Term Assets Equipment Insert Minus Depreciation Insert Real Estate Insert Intangible Assets Insert List all other fixed assets. Insert TOTAL ASSETS. A. Sum Liabilities Accounts Payable Insert Taxes Payable Insert Line of Credit Insert Accrued Payroll Insert List all other liabilities. Insert TOTAL LIABILITIES. L. Sum Sources of Income Salary Insert Investment Income Insert Real Estate Income Insert List all other income. Insert TOTAL INCOME. I. Sum Notes Payable to Banks and Others. Creditor Balance Payment Frequency How Secured Totals. $ $ N A N A Stocks and Bonds. Security Shares Cost Value Date Totals. $ $ N A Real Estate. Property Cost Current Value Owed Monthly Payment Totals. $ $ $ $ If you require more information on creating financial statement consult your accountant or other financial information resources.