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    The format of a pro forma financial statement is similar if not exactly like your monthly or annual financial statements that record financial activity in your practice. The difference is that a pro forma statement looks to the future; whereas, your monthly or annual financial statements record historical data.

    The steps to creating a pro forma can be both linear and circular. As you follow the steps below and gather more information, you may have to circle back to your original assumptions and modify them as needed.

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