Use this Three Year Financial Worksheet to look at the financial big picture for your business over a three year period.
Sample text from Three Year Financial Worksheet:
Three-Year Financial Worksheet
Use this worksheet to notate the figures for your business over the past three years. A worksheet like this is often required when applying for a loan, or when seeking new investors for your company. Add your own categories if necessary.
Assets
Inventory
Accounts Receivable
Notes Receivable
Cash
Property
Equipment and machinery
Depreciation (-)
Total Assets
Liabilities
Accounts Payable
Notes Payable
Taxes
Accruals
Long-term debt
Stock
Total liabilities
Income
Gross sales
Returns and/or allowances (-)
Net sales
1st 2nd 3rd
Materials
Labor
Cost of goods
Gross profit
Expenses
Selling expenses
General expenses
Operating Profit
Taxes
Interest
Profit after tax (net)
