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Download this Small Business Balance Sheet Template that has been created to prepare and to include in your business plan and proposal. This sheet will include basic categorical information needed to present a business plan. It’s simple and easy to complete.

How To Write

Step 1 – Section 1 – Assets –

  • In section 1, under “assets,” you will begin by completing all of the following:
  • Current Assets – 
  • Cash in Bank
  • Accounts Receivable
  • Inventory
  • Total Current Assets
  • Fixed Assets -
  • Land
  • Buildings
  • Less Depreciation
  • Net Land and Buildings -
  • Equipment
  • Less Depreciation
  • Net Equipment -
  • Cars and Trucks
  • Less Depreciation
  • Net Cars and Truck -
  • Calculate the totals and place in the totals at the end of the column

Step 2 – Section 2 – Liabilities

  • Current Liabilities -
  • Accounts Payable
  • Other Payments Due In 12 Months
  • Total Current Liabilities
  • Long Term Liabilities -
  • Long Term Loans (due after 1 year)
  • Mortgage
  • Total Long Term Liabilities
  • Total Liabilities (L)
  • Owner’s Equity -
  • Investments
  • Retained Earnings
  • Total Owner’s Equity -

Total the total liabilities and the owner’s equity. Total assets equals total liabilities plus owners’ equity or A=L+E

If you need supporting documentation you would likely do well to collect these documents and keep them together while you’re planning your proposal.

 

 

 

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