Statement Sense^SM

To order your Statement Sense^SM report, please complete and submit this form.
If you prefer, you may email your financial statements and contact information, or contact us directly. All information is kept strictly confidential.

Company Information

Note: Items marked with * & blue font are optional. Enter financial data as of the end of the period. 

Company Name:
Organization Type:
Zip/Postal Code:
Industry:
Sales Range:
Time Periods to Compare:
Contact Person:
Email:
Phone Number:

Miscellaneous Information
If you do not have the data requested, simply leave the corresponding field blank.

What accounting method does the company use?
Accrual Basis	Cash Basis	Don't Know
After the company sends a customer a bill, how long does it generally take to  get paid?
0-10 days	11-40 days	Over 40 days
After the company receives a bill from a vendor/supplier, how long does it generally take to pay it?
0-10 days	11-40 days	Over 40 days
How long has the company been in business?
0-2 years	3-5 years	6-10 years	Over 10 years
Which would best describe the accuracy of the financial statements?
Very Accurate	Pretty Accurate	Not So Accurate	Don't Know
Which factor below, if managed properly, BEST levers profits in this business?
People	Debt	Information & Technology	None of the Above
Does the business experience seasonality?
Yes	No
Generally, is the company able to pass cost increases on to the customers?
Yes	No

Income Statement Data
	Current Period:	Prior Period:
Sales/Income:
Cost of Sales/COGS:
*Salary Expense:
*Depreciation & Amortization:
*Interest Expense:
*Extraordinary Gain or Loss:
Net Profit Before Taxes:
Balance Sheet Data
	Current Period:	Prior Period:
Cash/Bank Funds:
Accounts Receivable:
*Inventory:
Total Current Assets:
*Accounts Payable:
Total Current Liabilities:
Total Debt/Total Liabilities:
Employees & Contractors:

 

Sign up for a Free Issue of our latest Newsletter

Accounting Services | Outsourcing | Small Business | Software Services
About Us | Contact Us | Privacy Policy | Home

© The Mangold Group, Certified Public Accountants, PC. All rights reserved.
2714 Bee Cave Suite 200
Austin, Texas 78746

Telephone: 512-327-0909
Fax: 512-233-2361

Website Development: 4th Gear Productions