Category: Sample business letter requesting a financial report

Small business owners have many reasons to thumb through the pages of a financial report. You may be a potential shareholder or investor, or you may be a supplier or customer. Enterprising competitors may find answers to their questions in a financial report, too. Since most companies require that requests for a financial report be placed in writing, a letter is the way to secure one.

You can follow any number of templates to ensure that your business letter follows the proper format, but some tips from financial experts can help you with the all-important content. At the top of your request letter, state the of the financial report, the reference number, the date it was published or any other identifying information you're privy to. Include your contact information at the bottom of the letter. It may be useful if the company has questions about your request and needs more information from you to fulfill the request.

It may be human nature to want to explain yourself, but you're under no obligation to explain why you want or need the financial report. In the words of credit manager and author Michael C. Since you don't want to raise suspicions about your intentions, and you certainly don't want to see your request denied, be perfunctory.

Adopting a polite, professional tone is important in any business letter. But requesting a financial report raises the stakes ever so slightly. Ensure that you use proper grammar, and be gracious and formal to a fault. For example, offer to pay a fee for the report. Include an oversized, stamped, self-addressed envelope to enable the processing of your request to be as easy as possible.

If you want several financial reports from the same source — say, for example, the United States Securities and Exchange Commission — limit your query. It follows that if you need a financial report to make an informed business decision, being apprised of any changing financial conditions could be equally valuable to you.

For this reason, consider forwarding a request that you also want an updated financial report once a year. Outdated financial reports are like a copy of last week's newspaper: interesting to read for historical purposes but not a rationale for making a timely financial decision. Wroblewski Updated May 02, Share on Facebook. Be Specific At the top of your request letter, state the of the financial report, the reference number, the date it was published or any other identifying information you're privy to.

Limit Your Query If you want several financial reports from the same source — say, for example, the United States Securities and Exchange Commission — limit your query.

Mark Your Calendar It follows that if you need a financial report to make an informed business decision, being apprised of any changing financial conditions could be equally valuable to you. Photo Credits.Mountain States Commercial Credit Management — elevated credit and collection services since In the case of a repeat customer who requests a noticeable increase in his order for merchandise, it is well to ask for a current financial statement to justify shipment.

sample business letter requesting a financial report

In the press of business, requests for credit information sometimes are blunt or brusque. Yet, as the following letters show, it always possible to say what you mean AND in a friendly tone-showing your customer you are earnestly trying to help. Due to the increased volume of your recent order, we ask that you send to us a current balance sheet or operating statement. The latest one we have is dated date.

This is a routine credit procedure for our company when noticeable increased orders are placed. In the past, you have been most cooperative in providing us with necessary financial information so that we have been able to promptly meet your requirements. Therefore, we have no hesitation in asking you for this data. We want to emphasize that your trust is us will be fully protected — and to our mutual advantage.

We very much appreciate the order you just sent us, and we are eager to add your name to our list of customers who receive open credit terms. To do this we will need a complete certified financial statement. Since we have not been given complete credit information, we will appreciate your sending it direct to us. If you prefer, use the enclosed form. Any information you send us will, of course, be held in confidence. We have tried other agencies and when it comes to performance, Mt States Commercial Credit Management is without peers.

Recovery of these funds has consistently lowered our overall bad debt year after year. Contact Us. Consumer Login Commercial Login.

Guidelines : Annual Report, CEO Letter

Example 3 Your new order as usual, was immediately shipped, and we thank you for it. Example 3A We very much appreciate the order you just sent us, and we are eager to add your name to our list of customers who receive open credit terms.

Your prompt cooperation will enable us to get your shipment sent as quickly as possible.Businesses or individuals may want a financial report from a company for investing purposes, comparison reasons or for educational purposes. When a financial report of a company is wanted, a person can sometimes download one from the Internet, or the person can send a written request to the company asking for a copy of the most recent financial report available.

When this request is made, it should be polite, formal and include the proper information needed by the company to process the request. Fill in the top of the letter with basic information. The top of the letter should state the date, your name and address and the name and address of the recipient. State your purpose of the letter. A letter requesting a financial report should be clear and specific about the request. Explain your request.

sample business letter requesting a financial report

The next paragraph should explain in detail why this request is being made. If it is for business reasons, then state that. There are many reasons financial reports are requested including for investment, educational and comparison purposes. Many times, educators assign students to write a letter of this kind for either the writing experience or to learn about financial information of companies.

Be sure to mention in this paragraph if there is a deadline you are hoping to receive the report by. Provide your contact information. The next paragraph should state your phone number and email address and should explain that your address is listed on the top of the letter. A phone number and email address are important to list if the company needs to contact you with any questions or comments. Thank the company. The letter should be closed by thanking the company for its consideration in this matter.

The writer of the letter should sign his name and enclose the letter in an envelope and mail it to the company. Jennifer VanBaren started her professional online writing career in She taught college-level accounting, math and business classes for five years.

Her writing highlights include publishing articles about music, business, gardening and home organization. She holds a Bachelor of Science in accounting and finance from St. Joseph's College in Rensselaer, Ind. Share It. About the Author. Photo Credits.Welcome, visitor! Pre-tax earnings excluding the restructuring reserve were up 21 percent over the comparable amount a year ago.

This marked the 31st consecutive fiscal year of increased dividend payments. We are proud of our long and successful history. The restructuring program primarily focuses on consolidations of manufacturing operations, which result in the conversion or disposal of some plants, buildings, and equipment in the United States and abroad.

A significant part of the program includes a sharp curtailment of Duncan Hines cookie manufacturing operations in the United States and Canada. We are continuing to pursue these lawsuits in U. District Court. Over the long-term, the restructuring program will result in a stronger, more competitive company and will set the stage for more vigorous growth in the current year and beyond.

Earlier this month, the Company announced an agreement to purchase all shares of the Blendax Group subject to governmental agreement. Blendax is a major European manufacturer and marketer of health and beauty aids headquartered in Mainz, Germany. It holds important market positions in the Federal Republic of Germany and Austria. Its experienced organization of more than 2, employees will give the Company an expanded presence in European health and beauty aid markets.

The line comprises a full range of sun care products for tanning, sun protection and moisturizing. A new unit volume record was established for the domestic consumer products divisions despite a business climate that was particularly competitive throughout the markets in which we do business. Termination of investment tax credits by the Tax Reform Act of had a negative impact on net earnings this past year.

However, beginning July 1,the drop in the federal statutory tax rate from 46 to 34 percent under the Act will more than offset the loss of these tax credits. Notable volume and market share increases were achieved in the dentifrice and deodorant categories, led by Crest Tartar Control toothpaste and Secret anti-perspirant.

In the mouthwash category, Peppermint Scope was expanded broadly as a companion product to Original Mint Scope. Two new and unique health and beauty aids were expanded into national distribution: New Pert Plus, which replaced original Pert, is the first hair care product that delivers complete cleaning and conditioning benefits in one product. There was significant growth in the coffee and fruit juice business.

sample business letter requesting a financial report

A record market share boosted Vacuum Folgers coffee to leadership in its category. Record unit volumes of Citrus Hill Select orange juice were shipped, and the stage was set for future growth by expanding Citrus Hill Plus Calcium nationally in orange juice and grapefruit flavors. Its calcium source marks an important breakthrough in family nutrition.Mountain States Commercial Credit Management — elevated credit and collection services since In the case of a repeat customer who requests a noticeable increase in his order for merchandise, it is well to ask for a current financial statement to justify shipment.

In the press of business, requests for credit information sometimes are blunt or brusque. Yet, as the following letters show, it always possible to say what you mean AND in a friendly tone-showing your customer you are earnestly trying to help. Due to the increased volume of your recent order, we ask that you send to us a current balance sheet or operating statement.

The latest one we have is dated date. This is a routine credit procedure for our company when noticeable increased orders are placed.

In the past, you have been most cooperative in providing us with necessary financial information so that we have been able to promptly meet your requirements. Therefore, we have no hesitation in asking you for this data. We want to emphasize that your trust is us will be fully protected — and to our mutual advantage. We very much appreciate the order you just sent us, and we are eager to add your name to our list of customers who receive open credit terms. To do this we will need a complete certified financial statement.

Since we have not been given complete credit information, we will appreciate your sending it direct to us. If you prefer, use the enclosed form. Any information you send us will, of course, be held in confidence.

Their team uniquely combines personalized communication with excellent professional service. Contact Us. Consumer Login Commercial Login. Example 3 Your new order as usual, was immediately shipped, and we thank you for it. Example 3A We very much appreciate the order you just sent us, and we are eager to add your name to our list of customers who receive open credit terms. Your prompt cooperation will enable us to get your shipment sent as quickly as possible. Johnson Distributing.If your job involves business correspondence, then you certainly write request lettersoccasionally or on a regular basis.

This could be a job request, promotion or meeting requests, request for information or referral, favor letter or character reference. Such letters are difficult to write and even more difficult to write in such a way that encourages recipients to respond willingly and enthusiastically. As to request for money lettersall sorts of sponsorship, donation, or fundraising requests, you would agree that it often requires a miracle to get a response : Of course, I cannot guarantee that our tips and letter samples you will do the miracle, but they will definitely save you some time and make your writing job less painful.

Time-saving tip! If you are communicating by email, then you can save even more time by adding all these sample business letters directly to your Outlook. And then you will be able to insert any sample into the message you are composing or replying to with a mouse click! All it takes is the Outlook Template Phrases plug-in that you can see in the screenshot on the right. Once you have it installed, you won't have to type the same phrases over and over again.

Just double click the template on the plug-in's pane and find the text inserted in the message body in a moment. All your formatting, hyperlinks, images and signatures will be in place!

Don't hesitate to check it out right now; a fully-functional day evaluation version is available for download. A business letter is a formal way of communication and that is why it requires a special format. You may not care of the letter format too much if you are sending an e-mail, but if you are writing a traditional paper business letter, the below recommendations may prove helpful.

It is considered a good practice to print out a business letter on standard 8. You needn't write the sender's name or title, as it is included in the letter's closing.

Assignment Point - Solution for Best Assignment Paper

Type only the street address, city, and zip code and optionally, phone number and email address. If you are writing on stationery with a letterhead, then skip this. Type a date a few lines below the letterhead or return address. The standard is lines one to four lines are acceptable. Reference Line optional. If your letter is related to some specific information, such as a job reference or invoice number, add it below the date.

If you are replying to a letter, refer to it. If you want to include a notation on private or confidential correspondence, type it below the reference line in uppercase, if appropriate. Inside Address. This is the address of the recipient of your business letter, an individual or a company. It is always best to write to a specific person at the company to which you are writing.

The standard is 2 lines below the previous item you typed, one to six lines are acceptable. Attention Line optional. Type the name of the person whom you're trying to reach.The reason for writing this letter to you is to notify you about my present financial situation and offer evidence of my capability to keep pace with my monetary obligations.

6+ Financial Letter Templates

I am employed full time since last 4 years. Attached with the letter are suitable documents to satisfy my claim along with my gross income. Please let me know if you have any queries. I am grateful to you for taking the time to mull over this request and hope that you shall sanction my loan. I am an account holder of your bank. I have been maintaining my savings account for the past seven years. I have a priority savings account too, with your bank. Presently, I need some financial help in the form of loan.

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I would request a fast application status update by your staff. I need this loan amount as soon as possible, so I would really appreciate if you take fast action on my application. As you know, we are a growing venture with correspondingly increasing capital requirements.

Writing persuasive request letters: business letter format, tips and samples

We have enclosed for your information, our recent financial statements along with our business plan and budget for the coming fiscal year.

We would request you to kindly provide us with a financing proposal which you think would satisfy our requirements. For any queries, please feel free to contact me directly. Thank you in advance for your anticipated co-operation. I would greatly appreciate your executing this request at your earliest convenience.

We want to hire a professional accounting firm to handle our company accounts — quarterly and yearly income statements, balance sheets and other financial works. We also the firm to handle the bank draw requests related to our different construction projects.

We are pleased to inform you that we want to retain your services to our company. As per my information, — [Describe here the services] — For ex. Additionally, your firm will take care of the draw requests for all construction developments during that fiscal period. March 31, ]. As you know that we have recently changed our accounting system software, and we have been facing some difficulties in reconciling accounts. Our technicians are working with the software vendor to address the same problem, however we do not anticipate having this resolved for a few more weeks].

We will, of course, try to provide you with them at the earliest, and make sure that the delays will not set us back any longer than this.

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