Regardless of whether you personally participate in the process, understanding how to produce a basic financial statement and report is essential for every small-business owner. A balance sheet, ...

Microsoft Excel and Microsoft Access both store data used to write a financial report. However, Excel has more built-in options for quickly generating a report from a small amount of financial data.

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Suzanne is a content marketer, writer, and ...

Create a basic and easy-to-use financial report template Develop a process to set up an effective monthly report meeting with your team Increase confidence about understanding your financial reports ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...