A quarterly report is a set of financial statements issued by a company every three months. Public companies in the United States file this report via the Securities and Exchange Commission (SEC) Form 10-Q. REIA encourages small business owners and solopreneurs to complete our quarterly financial summary because it helps you take the pulse of your company and progress on established metric and at defined time-lines.
A quarterly report for a public company typically includes an income statement, balance sheet, and cash flow statement for the quarter and the year-to-date (YTD), as well as comparative results for the prior year. Quarterly reports also include a discussion and analysis of the company’s financial condition, disclosures about risk factors that may affect the value of the company, a discussion of matters submitted to a vote by shareholders during the quarter; and any other pertinent information related to the company and its business.
WHY IT MATTERS:
By comparing the quarterly information to the previous year’s information for the same quarter, investors can get rich insight into a business’s performance and growth. Furthermore, quarterly reports help investors predict future earnings potential, which is highly correlated to a company’s share price.
Don’t wait until year end or tax time to review your financial progress and business and personal gaols. Download and put into motion the habit of using our Quarterly Financial Summary.
Rocket your investing business with access to the Responsive Quarterly Financial Summary and all the tools used by top investors from the Business Toolkit bundle and Legal Library to enrich your personal library and your bank account!
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