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External Reports
Financial Software for the Business Professional

 

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Biz Plan
External Statements


Part of any CEO and CFO's role is to define and present the firm's image to the "outside" world, be it client, banker, or the media.  Another aspect is to assure clean communications within the firm, with a clear direction and common goals.  To this end, Profit Plan includes many of the standard reports required for external consumption, plus outlines and guides for developing project plans, loan requests, and business plans and budgets.

The BizPlan Tab

This module contains the outlines, sample text, project details, and workspace to use in developing that departmental budget, loan request, or media release. 

External Statements

Profit Plan includes 19 reports for planning, control, and external consumption.  Most are available for each planning horizon in use; Annual, Semiannual, Quarterly, or Monthly.

From these, we have grouped the Comparative and Common Size income statements and balance sheets as those most commonly produced for external consumption.

The remaining reports are similarly groups by major aspect, as basic schedules, analytical tools, forecasting tools, and financial management reports. 

 


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Last modified: March 5, 2008