(Accounting and Finance) Purpose of Financial Documents • Demonstration to possible investors • Provide a measure to actual results • Risk evaluation Types of Financial Documents • Personal Financial Statement • Sources and Uses of Funds • Proforma Cash Flow Statement • Income Statement • Balance Sheet • Common Size Financial Statement • Three-year Income Projection • Break-Even Analysis • Financial Statement Analysis • Liquidity Analysis • Profitability Analysis • Debt Measures • Investment Measures (ROA and ROI) .