Financial statements are formal records of the company’s financial activities, an overview of the firm’s condition in the short and long term. There are four basic financial statements: (1) the balance sheet, reporting the company’s assets, liabilities, and net equity at a point in time; (2) the income (or profit and loss) statement, reporting on the company’s operational results over a specific period of time; (3) the statement of retained earnings, which explains the changes in the company’s retained earnings over a specific reporting period; and (4) the statement of cash flows, the record of the company’s cash flow activities; in particular, its operating, investing, and financing activities.


  • Financial Forecasting Procedure | FS1000

  • Financial Information Release Procedure | FS1050

  • Financial Management Review Procedure | FS1030

  • Financial Reporting Procedure | FS1010

  • Financial Restatements Procedure | FS1040

  • Financial Statement Analysis Procedure | FS1020


  • Financial Analysis Plan Template | FS1020-1

  • Financial Forecasting Checklist Template | FS1000-1

  • Financial Information Release Log Template | FS1050-2

  • Financial Information Request Template | FS1050-1

  • Financial Management Meeting Agenda Template | FS1030-2

  • Financial Management Plan Template | FS1030-1

  • Financial Report Checklist Template | FS1010-1

  • Financial Restatement Checklist Template | FS1040-1