Financial Statement(s) Mail Out


The purpose of this process is to outline the contents and procedures to mail out financial information to your Clients. Generally you provide your Client with whatever they want; however, there are some standard reports everyone, well...almost everyone, wants to receive.

Procedures to Mail Out Financial Statements

This process is quite simple. You make copies of the selected reports, prepare a customized letter from your company to your Client transmitting the information, bind the package, if necessary, then mail it. A customized letter can be prepared if you wish.

Contents of Financial Statement Mail Out

Generally the financial statement package includes, in order, from top to bottom:

  1. Bank Book for the proper month,
  2. Income Statement with % or with budget comparison,
  3. Income Statement 12 month spread
  4. Cash Flow Statement
  5. Balance Sheet
  6. G/L Journal
  7. T/R Cash Receipts Journal
  8. A/P Invoice Report (all items)
  9. Delinquent Aging

In addition addition, you can also send a 'T/R Sales Journal' and a 'T/R Current Invoice Register'.

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