02 / FINANCIAL RECORDS
Monthly profit & expense organiser.
Put your monthly revenue, expenses and source notes in one place. See the arithmetic clearly, without predictions, valuation multiples or invented performance.
Use the free tool ↓A PRACTICAL STARTING POINT
Know what your summary actually contains.
Use a consistent period, currency and accounting basis. Revenue less entered expenses is a simple arithmetic difference; it may not be the same as accounting profit, taxable income, cash flow or adjusted earnings. Retain original records and explain unusual periods or corrections. Blank months stay missing rather than becoming zero.
HOW TO USE THIS TOOL
- Set a reporting currency and accounting basis in Business profile.
- Add one entry per month using a decimal point. Include a source reference and explain adjustments.
- Review totals and any missing-period notice, then export the months CSV from Export & backup.
This tool does not reconcile accounts, prepare statutory statements or assess a sale price. Have the appropriate accounting or tax professional review the figures before you rely on them in a transaction.
Your editable tool
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SCOPE & SOURCES
Original CorpFlip guidance, informed by public seller-preparation material. Independent of marketplaces and brokers. See our sources and method. No record is independently verified.