ONE CLICK P&L

Guides

Plain answers to what the person asking for your profit and loss statement actually wants — the lender, the tax preparer, the bookkeeping quote that arrived at $3,000. Each guide ends with the government pages it rests on.

  • The P&L an SBA lender asks for

    What an SBA 7(a) lender wants in a profit and loss statement, why it has to be signed and recent, and how to produce one from bank statements when you have no books.

  • How to make a P&L from bank statements

    A profit and loss statement can be built from the bank statements you already have. What that takes, where it goes wrong, and what the finished document has to show.

Or start from your trade — the accounts each business actually needs.

Start from your bank statements.