Balance sheet & statements
Your annual financial statement as a management tool. Reliable figures that demonstrate your financial strength and provide valuable impetus for the future of your business.
An annual financial statement serves two purposes: it should minimise the tax burden while at the same time documenting your financial strength. DITTRICH prepares statements that achieve both objectives - through the intelligent use of tax options and discretionary decisions.
A good annual financial statement is not a standard product. By making targeted use of tax options and discretionary decisions, we shape your statement so that it serves your individual business objectives.
Our statements are presented in a modern, visually appealing format. Supplementary explanatory reports make key figures and developments easy to understand. On request we prepare bank presentations that present your financial data to best advantage for loan discussions and investor negotiations.
We also provide cost and revenue analyses as well as year-on-year comparisons that serve as a basis for business decisions and strategic planning. Companies need tailored support. Thanks to our first-rate technical infrastructure, we are always able to process your assignments promptly. New clients are often surprised to find that they receive their annual financial statement from us every year at the date they requested.
Your contact
Tax Consultant
Bachelor of Arts
From practice
A client was planning a major investment project and urgently needed a current annual financial statement as the basis for financing. The client submitted the documents by the deadline, the financing was approved promptly and the confidence of the house bank was strengthened.
A client wanted to show the bank as positive an annual result as possible while keeping the tax burden low. The bank meeting was successful, the tax burden remained at a low level and both objectives were achieved.
From the balance sheet to the bank presentation: we prepare statements that serve your objectives.
Balance sheets under HGB, tax law and IFRS for companies limited by shares and partnerships, delivered on time and tax-optimised.
Profit calculation for freelancers and smaller companies as an alternative to a balance sheet, with tax optimisation.
Opening balance sheets, interim statements and special balance sheets for corporate law purposes and tax planning.
Cost analysis, revenue analysis and year-on-year comparisons to identify growth potential and trends.
Presentation of your financial data for bank meetings, loan applications and investor negotiations in a modern, graphical format.
Supplementary reports on the annual financial statement that present key figures in an accessible way and derive strategic recommendations for action.
More than a statutory obligation
A professionally prepared annual financial statement goes far beyond fulfilling a statutory obligation. It serves as a management tool for business decisions, as a basis for financing discussions and as a foundation for strategic business planning.
Targeted use of options, depreciation methods and provisions to minimise the tax burden
Year-on-year comparisons and key figure analyses as the basis for strategic decisions and growth planning
Compelling presentation of your financial data for banks, investors and grant providers
We prepare annual financial statements that deliver more than the statutory minimum - on time, tax-optimised and individually presented.
Tax-optimised statements
Targeted use of all options and discretionary margins
Modern, graphical balance sheet presentations
Attractive presentation for banks and business partners
Timely completion
Delivered at the date you request
Dedicated contact person
Consistent care from experienced tax advisers
FOCUS Top Law Firm
Recognised as one of the best tax practices in Germany
Our tax advisers are available to you personally for your annual financial statements.
Answers to the most important questions about annual financial statements and balance sheets.
Your question not listed? Get in touchAll companies required to prepare a balance sheet need an annual financial statement. This includes in particular companies limited by shares (GmbH, AG) as well as traders whose turnover or profit exceeds certain thresholds. Freelancers and smaller traders may instead prepare an income-surplus calculation.
A balance sheet is based on double-entry bookkeeping and sets assets against liabilities at a specific date. The income-surplus calculation (EÜR) is a simpler method of calculating profit, in which income and expenditure are compared. Companies limited by shares and larger businesses are required to prepare a balance sheet; freelancers and smaller companies may use the income-surplus calculation.
The statutory deadlines vary depending on the legal form and size of the company. By engaging a tax adviser, the submission deadlines for tax returns are generally extended considerably. We monitor all deadlines and keep you informed in good time.
Yes, by making targeted use of tax options, depreciation methods, provisions and valuation margins, it is possible to optimise the tax burden within the bounds of the law. We analyse your situation and take advantage of all legal planning opportunities.
A special balance sheet is prepared for particular circumstances, for example on a change of shareholders, restructurings, conversions or inheritance cases. It reflects the financial position at a specific date that differs from the regular balance sheet date.
Yes, we present your financial data in modern, graphical formats specifically designed for bank meetings, loan applications and investor negotiations. These presentations convey the financial performance of your business clearly and convincingly.
The cost depends on the legal form, size of the company and scope of the bookkeeping. The initial consultation is free and without obligation. Afterwards you will receive a transparent quotation based on the German Tax Adviser Remuneration Regulation.
Whether a balance sheet or income-surplus calculation - speak to our tax advisers. The initial consultation is free of charge.
