Whether you are a novice or a professional in the corporate world, having a quarterly income statement is helpful in your business. Summarizing the financial performance of your company over a three-month period is beneficial to let you know about the latest company performance records during regular intervals. Also, it will assist your shareholders, suppliers, and creditors in evaluating the track record of your company. In this article, here are some guides about creating a quarterly income statement, along with downloadable and printable financial statement samples to help you in this matter. Keep on reading!

FREE 10+ Quarterly Income Statement Samples

1. Quarterly Income Statement Template

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2. Restaurant Income Statement Quarterly Template

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3. Quarterly Cash Flow Income Statement

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4. Community Quarterly Income Statement

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5. Quarterly Interest Income Statement

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6. Quarterly Supply Income Statement

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7. Financial Quarterly Income Statement

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8. Quarterly Data Income Statement

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9. Quarterly Report Income Statement

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10. Company Quarterly Income Statement

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11. Quarterly Income and Expense Statement

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What is a Quarterly Income Statement?

A quarterly income statement commonly presents a specific company’s total revenues and expenses for every quarter or three months. It provides a simple, and concise summary of an organization’s financial performance that can be used as a reference for various kinds of purposes. Also, quarterly statements are usually filed within a few weeks prior to the end of the quarter. 

How to Create a Quarterly Income Statement

You must acquire a clear insight of accounting and financial reporting that will help you become effective and successful in business as stated from the book “Financial Statements”. In case of internal reporting, a fact sheet is one of the financial reports that you need to be familiar with. Moreover, you need to incorporate data analysis on facilitating business growth and other key metrics in your financial statements. In this section, we provide some useful tips that you can learn and apply in creating a quarterly income statement: 

1. Create a compelling headline

To create a compelling headline for your quarterly income statement, you need to know more and understand your target audience. If you’re having difficulties in your headline, write different kinds of headlines and try reading them out loud. Select the title that provides the most significant benefit. Also, include the product or service of your company in your headline.

2. Include a clear overview of the company info

When your headline has successfully grabbed the attention of the readers, the first paragraph should include a clear overview of the company’s income statement for three months. It should capture the most significant information and it must be concise and highly readable. Write no longer than six to eight sentences. After finishing with your summary draft, read it many times and make some couple of revisions if necessary. 

3. Specify your product and services 

In this part, state the most sufficient facts that will fully intensify your reader’s curiosity in acknowledging your business more. Specify the benefits of your brand to their lives by providing highlighted points of the products and services of your business, especially the newly released products and services in the last three months. We recommend that you incorporate some graphs and insert images or icons to describe their features.

4. Demonstrate the business metrics 

Create a list of the financial performance of your company’s product launches, sales and revenue, and more to demonstrate the business metrics of your organization. With this, both your business and your stakeholders acquire a sense of understanding about your organization’s current progress and it adds credibility to your business and products. Provide a table to show more detailed dates and metrics of your company’s financial performance.

FAQs

How to calculate quarterly earnings?

When calculating the quarterly earnings of your business, you need to subtract the total expenses from the total sales revenue. You obtained a profit during the quarter if the result is positive. On the other hand, you sustained a quarterly loss if the result is negative. 

What are the different types of financial statements?

The different types of financial statements are statement of financial position, income statement, statement of cash flow, statement of change in equity, and many more. 

What a fact sheet looks like?

A fact sheet contains all the integral information, facts, and figures about a specific topic according to the charts, images, files, and many more. Fact sheets typically present the company overview, product information, statistics, technical data, company milestones, business key metrics, lists, educational material, and many more.

How to prepare a quarterly report?

To make a quarterly report, you should begin from the start of the quarter. Then, observe each implemented program and emphasize the fulfilled goals. You need to report regularly so that you can easily compile your reports. Also, you may add some anecdotal points that will solve any changes of a project.

 

Creating a quarterly income statement for your company or organization is very integral in terms of maintaining the balance of your financial reports and guide you in detecting errors due to previously unrecorded earnings and expenses. Most significantly, it is beneficial in supporting your business’ growth and development while your business surpasses diverse possibilities. If you’re currently looking for some inspiration in writing an income statement, cash flow statement,  or information sheet, we provide you some downloadable and printable quarterly income statement samples here in different kinds of formats. Click the financial statement templates in this article and start downloading now!

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