How to Write a Quarterly Financial Report

Quarterly financial reports are akin to period "checkups" for your business. From these reports, you and your investors can note the financial fitness of your business. Quarterly reports lay out your business's financial heath for the previous quarter. Quarters occur every three months. If you business files quarterly tax returns, couple the tax return filing time with the time you write a financial report to stay on top of your business's financial well being.

• 1

  Gather financial data about your business. You should have income statements, expense reports and budget documents that detail how your business did during the last quarter. At the start of a new quarter, gather the documents from the previous quarter in order to prepare your quarterly financial report.

• 2

  Open a new document in your word processor. Organize the report into three primary sections: revenues, expenses and an analysis of net profit/loss. Include space at the top of the report to include an executive summary.

• 3

  Discuss your revenues in the first section. Describe the source of each revenue and the amount of money your business made from each source. Common sources include revenue earned from the sale of goods or services.

• 4

  Write detailed information about your business's expenses in the second section. Expenses include overhead expenses (from rent, utilities and employee compensation, for example) and spending done during the quarter.

• 5

  Analyze the revenue section and the expenses section to arrive at your net profit or loss. Calculate net profit by subtracting your total revenue from your expenses. Net profit is the amount of money earned after subtracting overhead expenses and spending. A negative number indicates a loss.

• 6

  Write a brief summary at the start of the report detailing your findings.