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Balance Sheet Basics

Use the balance sheet template to ensure you have sufficient funds to meet and exceed your financial obligations. Use as the basis to determine to the overall health and sustainability of the Business

Key Areas of Coverage

Financial Statement

Financial Standing / Compliance

Assets & Liabilities

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High Level Description

The Balance Sheet template is a tool for tallying your assets and liabilities so that you can calculate your equity. Populate and build your balance sheet to provide you and potential investors a point in time view of assets/liabilities within a standard document

When to use Template

At the right time, entrepreneurs need to build their finances for compliance reasons and common practice / standards

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Why use Template

Use the balance sheet template to ensure you have sufficient funds to meet and exceed your financial obligations. Use as the basis to determine to the overall health and sustainability of the Business

Additional Information

Keep it simple early-on

 BIZAssist Simplifies the Planning  

...just so that anyone can create an investor / lender-ready material. Click & Get or get a BIZ Assistant to guide you

Create One Pager Business Plan

Create a lean business plan using the One-Pager template, or collaborate on a full investor / lender-ready business plan.

Use the plan to quickly dive into your business.

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Build Forecast 80% Faster than Sheets

Walk through the process of building strategic forecasts with instructions or assistance.

Use the template to budget & dive into your cash burn-out.

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Are you Ready for your Investor / Lender?

Get material required to access  "Other People's Money". Assess different business planning and scenarios.

Use world class material to  impress.

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Access strategic, financial, legal templates & business solutions, all in ONE place. Where should you focus? What is your current need, your deliverables for the next 12-months? Do you have clarity? 

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