Pro Forma Income Statement

 


Pro Forma Income Statement

 Template

The income statement is a record of revenues versus expenses for a stated period. The income statement shows the accounting profits or losses of a business by accounting for receipts or revenues minus the expenses.  A pro forma income statement is much like a historical income statement, except rather than tracking the past it projects the future. Pro forma income statements are a useful tool in planning for future business goals. The income statement is used to plan profitability for the business. It provides a benchmark for operating a business throughout the year. The information provided is invaluable in making right choices for your business and adjustments to your business.

1.  The pro forma income statement should be done:

year 1 - monthly                    year 2/3 - quarterly                                                                                              

2.  Explain in narrative or footnotes to the document the rationales used 

to reach the amounts on the balance sheet -  BE SPECIFIC!