Balance Sheet
A balance sheet is a financial statement that contains details of a company’s assets or liabilities at a specific point in time. It is one of the three core financial statements (income statement and cash flow statement being the other two) used for evaluating the performance of a business. A balance sheet serves as reference documents for investors and other stakeholders to get an idea of the financial health of an organization. It enables them to compare current assets and liabilities to determine the business’s liquidity, or calculate the rate at which the company generates returns. Comparing two or more balance sheets from different points in time can also show how a business has grown.
Projected & Estimated Balance Sheets (One Year)
DOCUMENTS
- Name: Firm & Proprietor
- Address: Firm Address
- Object: Details Object of Business
- Year: Which Year BALANCE SHEET you required
- Amount: Amount of cc limit / loan
- Interest: mention the rate of interest (ROI) of bank charged
- Balance sheet: any previous year balance (if any)
PROJECT REPORT
project report for a bank loan is a document that outlines the details of a proposed project, including the project's goals, financial projections, and the collateral being offered to secure the loan. The report should include a detailed project plan, including a timeline, budget, and projected cash flow. It should also include information on the management team and their qualifications, as well as any market research or industry analysis that has been conducted. Additionally, the report should provide information on the collateral being offered to secure the loan, such as real estate, equipment, or inventory. The report should be presented in a clear, organized, and professional manner, and should be tailored to the specific requirements of the lender.
Project Report Without CMA
DOCUMENTS
- Firm: Name & address details
- Loan Details: Loan amount/CC Limit, Rate of Interest
- Quotation Details: Quotation Details and Object of Firm
- Balance sheet: Any previous year balance sheet
- Purpose: Purpose of loan i.e., to start a new business or to expand the existing business
- Govt. Subsidy: Please provide the government subsidy (if any)
