To keep a handy reference of this checklist, save our infographic below. Likewise, semi-annual statements include data from a six-month span of time. Here’s a sample financial statement template that shows the order of how each statement works together to report the full economic position of a company beginning with the balance sheet. Close the books with less runaround. Share this sheet with your accounting team to easily manage your financial month end process and keep everyone on schedule. Use the sheet for monthly, quarterly, and annual tasks. Chris Newton has worked as a professional writer since 2001. He spent two years writing software specifications then spent three years as a technical writer for Microsoft before turning to copywriting for software and e-commerce companies.