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The more you know about your money, the more likely you are to make smart, informed business decisions. Download and use the following worksheets to help you assess how your business is doing – and how to make it even better.
Net Income statement
Your net income statement will help you determine how much money your business is bringing in compared with your outgoing expenses for operations, production, staff and more. Calculate your net income by subtracting your revenue from your expenses.
Download a free net income worksheet
Balance Sheet
Analyze your balance sheet monthly and quarterly for a precise snapshot of your business’s financial health. This worksheet will track liabilities, assets, income, expenses and capital so you know what you can cover – and what you can’t.
Cash Flow statement
How much money is moving in and out of your business? Your all-important cash flow statement will show you where your dollars are going, from operating expense to investments and financing.
Download a free cash flow statement
Here are three more ways to take your financial literacy to the next level:
- Tool Kit: 7 Key Financial Equations
- Tool Kit: 22 Important Financial Terms
- Financial Literacy Basics When You’re Just Starting Out
Bookmark this page so you can find all our financial literacy articles in one convenient place!
Before you go
QB Community members, got any hacks for making money management easier? Please share what you’ve learned!
