Business Financial Statements

Profit & loss, balance sheet

What it is

Financial statements for your business.

Why you need it

Provides detailed financial performance information.

How to get this Document

Option 1: Request from Accountant

Recommended

Get financial statements from your business accountant

1Contact your business accountant

2Request balance sheets for the last 2 fiscal years

3Request profit and loss statements for the same period

4Statements should be prepared by an accountant if possible

Option 2: Prepare from Accounting Software

Generate from QuickBooks, Wave, or other software

1Log in to your accounting software (QuickBooks, Wave, FreshBooks, etc.)

2Generate a Balance Sheet report for the last 2 years

3Generate a Profit & Loss report for the same period

4Export as PDF for submission