The annual financial statements for your business
We prepare your balance sheet or income-surplus statement along with the related business tax returns – for self-employed professionals, trade businesses and small companies in the Hanover area.
Balance sheet or income/expense statement
Which form your statement needs depends on your legal structure, registration and the tax thresholds for revenue and profit – we check this for your business before work begins.
Cash basis accounting (EÜR)
- Income and expenses for the calendar year are compared
- Available to freelancers and traders not subject to mandatory bookkeeping
- Submitted using the EÜR form with the income tax return
- Payment date is decisive – outstanding invoices are initially not taken into account
Balance sheet with profit and loss statement
- Double-entry bookkeeping with asset accounts, receivables and liabilities
- Mandatory for GmbH and UG, and also once tax thresholds are exceeded
- A meaningful basis for discussions with banks and funding bodies
- Requires ongoing bookkeeping and a stock count as of the balance sheet date
What we take care of for you
From the first closing entry to submission, your statement stays in one hand – we don't just calculate the figures, we explain the result to you in plain language.
Scope of services at a glance
- Closing entries: accruals, reclassifications, clarifying open accounts and clearing accounts
- Depreciation: maintaining the asset register, recording additions and disposals, assigning low-value assets
- Provisions and valuation: warranties, outstanding invoices, inventory and work in progress
- Balance sheet and profit and loss statement or income/expense statement, according to your profit determination method
- Business tax returns: VAT, trade tax and, for corporations, corporate income tax return
- Explanation of the result: performance trends, notable items and the expected tax burden
- E-balance sheet or electronic submission to the tax office upon your approval
- Review of tax assessments upon receipt and notice of appeal deadlines
Figures you can explain
No statement goes to the tax office before we've gone through it with you. We show you where the result comes from, which items have changed compared to the previous year, and what that means for the current year.
Schedule an appointmentHow your statement comes together
Four steps lie between your documents and the finished statement – at every stage, you know what's with us and what we still need from you.
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1. Compile documents
You provide bank statements, receipts, loan and leasing agreements, inventory lists and open items – digitally or as a folder at Georgstraße 22. Exactly what's needed is listed in the document checklist.
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2. Review preliminary work
We review the year's bookkeeping, clarify open accounts, assign unclear payments and request any missing receipts collectively from you – not individually spread out over weeks.
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3. Prepare the statement
Closing entries, depreciation, provisions and valuation flow into the balance sheet or income/expense statement. The business tax returns are prepared in parallel.
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4. Discussion and submission
We go through the result with you, answer your questions and only submit electronically to the tax office after your approval. You receive the statement as a file and, on request, bound.
Your contribution
A statement is only as good as the documents it's based on – three things come from you, and we take care of everything else.
Complete receipts
Bank statements for all business accounts, incoming and outgoing invoices, cash records as well as loan, leasing and rental agreements – complete for the entire financial year.
Stock details as of the closing date
Stocktake of goods and materials, the status of work in progress, outstanding receivables and liabilities. For trade businesses, this explicitly includes partially completed construction projects.
Answers to queries
Individual payments remain unclear without explanation. We ask collectively; the faster the answer comes, the faster the statement can proceed.
Required documents
The complete checklist to tick off, sorted by document type.
Financial accounting
Ongoing bookkeeping throughout the year – the best preparation for the statement.
Costs
What the effort for a statement depends on and how we bill for it.
Checklist before your first appointment
Who we prepare financial statements for
Our client base in the Hannover area consists of self-employed professionals, skilled trade businesses and small companies – each group brings its own questions about financial statements.
Self-employed professionals and freelancers
Usually an income statement (EÜR), often combined with the personal income tax return and questions about home office, vehicle and provision for retirement.
Learn moreSkilled trade businesses
Work in progress, material stocks and construction projects spanning beyond the balance sheet date determine the result here. We value them in a traceable and well-documented manner.
Learn moreSmall companies
GmbH, UG or GbR subject to accounting obligations: financial statements, corporate and trade tax as well as the documents for banks and shareholders, all from a single source.
Learn more
Ready for your annual financial statements?
We review your documents and discuss the next steps with you.