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JaxWorks Small Business Spreadsheet Factory™

Since 1996, JaxWorks has offered a suite of Free Excel workbooks and spreadsheets, and associated MS Word, PDF and
HTML documents, that cover a number of financial, accounting and sales functions. These are invaluable small business
tools.
Also included Free are:
- Business plan tools, including spreadsheets and excellent instructions
- Excel functions glossary and guide;
- Free training courses for most Microsoft Office applications. These guides are in PDF format and rival
commercial books.
- Comprehensive list of acronyms, ratios and formulas in customer financial analysis, and financial terms;
- Suite of online calculators, including, breakeven analysis, productivity analysis, business evaluation;
- Altman Z-Score (covering publicly and privately held firms, and small businesses);
- and payroll analysis.
If you are involved in financial analysis at any level, or want to learn more about MS Excel and other applications in the
Office suite this site is invaluable.
© Copyright, 2014, Jaxworks, All Rights Reserved.

Jaxworks. © Copyright.Pro-Forma Income Statement XYZ. 2014. For 2010 through 2013 (all numbers in $000) REVENUE Gross sales Less sales returns and allowances Net Sales 2010 $500 200 $300 2011 $650 230 $420 2012 $720 280 $440 2013 $850 320 $530 COST OF SALES Beginning inventory Plus goods purchased / manufactured Total Goods Available Less ending inventory Total Cost of Goods Sold $350 120 $470 360 $110 $360 165 $525 420 $105 $420 185 $605 435 $170 $435 190 $625 440 $185 Gross Profit (Loss) $190 $315 $270 $345 OPERATING EXPENSES Selling Salaries and wages Commissions Advertising Depreciation Other Total Selling Expenses $35 12 10 14 5 $76 $41 14 12 15 6 $88 $46 16 14 16 6 $98 $52 18 20 16 7 $113 General/Administrative Salaries and wages Employee benefits Payroll taxes Insurance Rent Utilities Depreciation & amortization Office supplies Travel & entertainment Postage Equipment maintenance & rental Interest Furniture & equipment Total General/Administrative Expenses $12 4 2 6 8 2 3 1 3 1 0 0 3 $45 $14 5 3 6 8 2 4 1 3 1 0 1 4 $52 $16 5 3 7 9 2 4 1 3 1 1 1 4 $57 $18 6 4 7 9 3 5 1 4 2 1 2 5 $67 Total Operating Expenses $121 $140 $155 $180 Net Income Before Taxes Taxes on income Net Income After Taxes $69 22 $47 $175 32 $143 $115 26 $89 $165 28 $137 $0 0 $0 0 $43 12 $0 0 $47 $143 $120 $137 Extraordinary gain or loss Income tax on extraordinary gain NET INCOME (LOSS) © Copyright. Inc. All Rights Reserved. . 2006. Jaxworks. All Rights Reserved.