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Use the Current Year Balance Sheet template to describe the highlights of your balance sheet to show where your company is doing best and where improvement is planned. The balance sheet is one of the most important financial documents for your company. The balance sheet records your assets, liabilities, and shareholders' equity. The pro forma version may contain projected or hypothetical data.
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Related chapters may be used in conjunction with this chapter depending on your situation. Many related chapters are intended to be used together to form a more complex and integrated proposal.

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A proper business proposal will include multiple chapters. This chapter is just one of many you can build into your proposal. We include the complete fill-in-the-blank template in our Proposal Pack template collections. We also include a library of sample proposals illustrating how companies in different industries, both large and small, have written proposals using our Proposal Packs. This template will show you how to write the Current Year Balance Sheet.

We include a chapter library for you to build from based on your needs. All proposals are different and have different needs and goals. Pick the chapters from our collection and organize them as needed for your proposal.

Using the Proposal Pack template library, you can create any business proposal, report, study, plan, or document such as these.

How do you write a Current Year Balance Sheet document?

The following table outlines Company names pro forma balance sheet for the current year. Describe the highlights of your balance sheet to show where your company is doing best and where improvement is planned. This version is for the current year. Pro forma in this case means the data may contain projected or hypothetical data. The balance sheet is one of the most important financial documents for your company. The balance sheet records your assets liabilities and shareholders equity. Most companies record this information once year. Important note. Assets Liabilities Shareholders Equity. Balance Sheet for Current Year Current year Assets Current Assets Cash Insert Accounts Receivable Insert Inventory Insert List all other assets. Insert Total Current Assets Sum Fixed Assets Long Term Assets Equipment Insert Minus Depreciation Insert Real Estate Insert Intangible Assets Insert List all other fixed assets. Insert TOTAL ASSETS. A. Sum Liabilities Accounts Payable Insert Taxes Payable Insert Line of Credit Insert Accrued Payroll Insert List all other liabilities. Insert TOTAL LIABILITIES. L. Sum Shareholders Equity Preferred Stock Insert Common Stock Insert Retained Earnings Insert List all other equity. Insert TOTAL SHAREHOLDERS EQUITY. E. Sum TOTAL LIABILITIES & EQUITY. Sum L& Important instructions. When you total up your assets liabilities and shareholders equity the TOTAL ASSETS row should equal the TOTAL LIABILITIES & EQUITY row. These are the rows shaded in light green. Sum L& A. Sum to balance out the sheet hence the term Balance The reason that liabilities balance against your assets is because it is assumed that debts you owe were used to purchase equipment or inventory you now own assets. If you require more information on creating balance sheet consult your accountant or other financial information resources.

A Document from Proposal Pack

The editable Current Year Balance Sheet template - complete with the actual formatting, layout and graphics is available in the retail Proposal Packs.
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