Article: Reading a balance sheet. (Checklist 130).

This checklist is designed to help you read and understand a balance sheet. It is intended as a guide, not as a replacement for full accounting support and interpretation.

Management Standards

This checklist has relevance to the MSC National Occupational Standards for Management: Key Role B--Manage Resources.

Definition

A balance sheet is a snapshot of a company's financial position at a given date. It differs from a profit and loss account which summarises a company's trading performance during a given period. The date of the balance sheet is always disclosed in the heading and the figures are (or should be) correct as at that date.

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