SBA Financial Statement
Complete business financial statement template for SBA loan applications. Balance sheet, income statement, and cash flow.
SBA 7(a) Ready
E-Tran Compatible
Form 1120
SBA Business Financial Statement
Complete financial package for SBA loan applications
| Financial Category | Current Year | Prior Year |
|---|---|---|
| BALANCE SHEET - ASSETS | ||
| Cash & Equivalents | $85,000 | $62,000 |
| Accounts Receivable | $142,500 | $118,200 |
| Inventory | $95,000 | $78,500 |
| Equipment | $180,000 | $195,000 |
| Real Estate | $450,000 | $450,000 |
| TOTAL ASSETS | $952,500 | $903,700 |
| BALANCE SHEET - LIABILITIES | ||
| Accounts Payable | $68,000 | $54,200 |
| Short-Term Debt | $85,000 | $95,000 |
| Long-Term Debt | $325,000 | $350,000 |
| TOTAL LIABILITIES | $478,000 | $499,200 |
| OWNER'S EQUITY | $474,500 | $404,500 |
SBA Business Financial Statement
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SBA 7(a) Compliant
Meets all SBA requirements
Full Financial Package
Balance sheet + P&L + Cash Flow
E-Tran Ready
Works with SBA lending portal
Auto Calculations
Ratios calculated automatically
How to Use for SBA Loans
1. Download template in Excel format.
2. Complete balance sheet with current asset and liability values.
3. Fill income statement with profit/loss data.
4. Include cash flow statement projections.
5. Submit through E-Tran or with paper application.
SBA Loan Types Supported
Works with these SBA programs:
7(a) Standard
7(a) Small Loan
504 Loans
Microloan
CAPLines
Export Express
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