Are you a small business owner or nonprofit leader struggling to present professional financial statements without a full-time accountant? We’ve got your back.
This easy-to-use, fully automated 3-Tab Financial Statement Template helps you track, report, and present your finances clearly—no accounting degree required.
✅ Built for Nonprofits, Startups, and Small Businesses
✅ Just enter your numbers—calculations auto-update
✅ Clean, boardroom-ready format for stakeholders or funders
 
📂 What’s Inside:
Balance Sheet Tab – Snapshots your assets, liabilities & equity
Statement of Retained Earnings Tab – Tracks changes in net assets
Statement of Operations Tab – Compare Actuals vs Budget with auto-calculated Variance
Simply plug your data into the white cells—greyed-out cells calculate totals, summaries, and insights in real time.
 
🎯 Perfect For:
Business owners managing finances solo
Nonprofit administrators presenting to boards or funders
Part-time bookkeepers serving multiple clients
Consultants and grant managers needing accurate reporting fast
 
📥 Format & Compatibility:
Delivered as an Excel Spreadsheet (.xlsx)
Fully compatible with Google Sheets
Includes instructions for setup + data entry
 
🎁 Bonus:
Download once, use again and again for new fiscal years!
 
🔗 Branding:
From the creators at Unmuted Memoirs and Profectus Business Consulting Inc. — tools that blend clarity, confidence, and practicality.