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.

Featured Financial Statement Templates

Balance Sheet Summarize what your company owns and owes.

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

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

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

Statement of Cash Flows Where does your company get and spend its cash?

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

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.