Financial Statements

The Vertex42™ collection of financial spreadsheets includes templates designed specifically for small business owners. We hope that you will find them as useful as we have! The spreadsheets featured below also work with OpenOffice and Google Spreadsheets, so if you are operating your business on a very tight budget, hopefully you'll be able to make these financial templates work for you.

Financial Statement Templates

Balance Sheet

Summarize what your company owns and owes.

Business Budget

This business budget spreadsheet is based on the Income Statement Template above, with similar categories and layout.

Income Statement

Provides a measure of your company's economic performance. Also called a "Profit and Loss Statement"

Break Even Analysis

Calculate the Break-Even Point or Payback Period for a new venture or product.

Profit and Loss Template

Based on the Business Budget template, this spreadsheet helps you create a 3-year profit and loss projection.

Business Startup Costs

Estimate the startup expenses for your new business idea.

Statement of Cash Flows

Where does your company get and spend its cash?

Depreciation Schedule Template

Calculate yearly depreciation for multiple assets using the straight-line or declining balance methods.

Billing Statement

This works well as an customer account statement. It can also be used to bill a customer.

More Financial Statements

• NPV Calculator - A simple spreadsheet to help calculate Net Present Value and Internal Rate of Return of various investments.
• Financial Statements at office.microsoft.com - This is a link to the statements category in the Microsoft Office® templates gallery.
• Balance Sheets at office.microsoft.com - Link to the balance sheet category in the templates gallery.