Report Name: Balance Sheet
Report Number: REP-5008-PDF-S
Report Category: Pro
Report Type: PDF
Note: This report will be available free of charge to all our accounting clients at the time of the PDF report project launch.
Why this report is useful:
The Balance Sheet report is a crucial tool for users seeking a clear overview of a company’s financial position at a specific point in time. It provides a snapshot of the assets, liabilities, and equity, offering key insights into the organization’s financial health. This report is essential for assessing solvency, liquidity, and financial stability, making it a valuable resource for internal control, audits, and strategic decision-making. The layout is optimized for printing and reviewing in a fixed format, allowing for standardized financial analysis.
Customer benefits:
• Comprehensive overview – Gain insight into the company’s assets, liabilities, and equity.
• Date-specific data – Presents financial position as of a particular reporting date.
• Ready for documentation – Suitable for audit packages, board reporting, and financial archives.
Who might be interested in this report:
• Accountants and Controllers – To assess the financial health and perform balance sheet reconciliations.
• Financial Analysts – For analyzing company assets and liabilities in depth.
• Management and Investors – To evaluate the organization’s financial stability and make informed decisions.
The Balance Sheet report includes:
• Row Number
• Description
• Assets
• Liabilities
All values are displayed in PLN.
What is a Balance Sheet and why is it needed?
A Balance Sheet is one of the core financial statements that provides a snapshot of a company’s financial position at a specific moment. It is divided into two main sections: assets and liabilities. The total assets must always equal the total liabilities and equity, following the accounting equation:
Assets = Liabilities + Equity
The Balance Sheet is crucial for understanding how well a company can meet its obligations and manage its assets. It is widely used for financial analysis, credit evaluations, and decision-making, allowing stakeholders to assess the financial strength and performance of an organization.