There are many helpful financial statements and analytical tools for organizing and evaluating a business and its operations. At Porter Capital, we use a number of these statements and tools to gain a complete perspective of a company. We’ve provided some of these documents below so that you can better understand your organization and what its current financial position is.

A Personal Financial Statement details the assets and liabilities of an individual or couple at a specific point in time.

Fillable Personal Financial Statement

A Balance Sheet is a statement of the assets, liabilities, and capital of a business at a particular point in time.

Balance Sheet

An Income Statement shows a company’s revenues and expenses during a particular period. It shows how the revenues are transformed into the net income or net profit.

Income Statement + COGS

A Profit & Loss Statement summarizes the revenues, costs, and expenses incurred during a specific period.

Profit & Loss + COGS

A Breakeven Analysis helps a business to determine how many sales it takes to pay the cost of doing business. Any sales above this level are profits.

Breakeven Analysis

A Sales Forecast estimates how much a company plans to sell within a certain time period.

Sales Forecast

A Business Budget is a business spending plan based on its income and expenses. This is the same as a personal budget but for a larger entity.

Business Budget + COGS

An Invoice is a document given to a buyer by a seller to collect payment for the products, quantities, and agreed-upon prices for products or services provided.

Sample Invoice

For further explanations and definitions, please visit our Financial Glossary page.