Financial statements and annual accounts are among the core obligations of every company. They not only provide the legally required overview of assets, liabilities, income, and expenses, but also form the basis for business decisions, banking discussions, and tax planning. Proper accounting, compliance with commercial and tax regulations, and clear documentation are essential to avoid risks with tax authorities, business partners, and investors.
If you would like to clarify which requirements apply to your company or how to structure your financial statements and annual accounts most effectively, I am happy to advise you personally.
A complete and timely financial accounting system forms the basis of every financial statement. I manage your company’s entire ongoing bookkeeping — digitally via DATEV Unternehmen Online upon request. Documents, payment flows, and business transactions are recorded, organized, and documented in compliance with the German principles of proper accounting (GoBD), ensuring that all data is always analyzable, audit-proof, and well structured. This creates a reliable foundation for monthly reports, annual financial statements, and tax reporting obligations.
Businesses that provide VAT-liable services must regularly submit advance VAT returns. I handle the timely preparation and electronic transmission to the tax office — including plausibility checks, correct allocation of revenues, and consideration of special cases such as reverse charge transactions. This minimizes the risk of reassessments, interest charges, or audit inquiries.
OPOS accounting provides transparency regarding outstanding receivables and liabilities. By systematically allocating and monitoring all payment transactions, you maintain a clear overview of your cash flows, can react early to liquidity developments, and avoid unnecessary dunning or collection procedures. I am happy to help you optimize your internal processes related to invoicing and payment management. If you see potential for improvement in receivables or payment management, I will support you with targeted guidance. Wenn Sie Optimierungsbedarf im Forderungs- oder Zahlungsmanagement sehen, stehe ich Ihnen beratend zur Seite
For well-informed business decisions, you need current and clearly prepared financial data. I prepare regular business evaluations, key performance comparisons, and liquidity analyses — tailored to your industry and business situation. These evaluations can be used for bank meetings, investment planning, or cost optimization.
Depending on your company’s legal form and size, you may be legally required to prepare a balance sheet. I prepare commercial and tax financial statements in accordance with the HGB and EStG, present the asset and financial position in a transparent and comprehensible way, and document all required components in an audit-proof manner. The goal is a legally compliant, clear, and meaningful financial statement that meets both statutory requirements and your informational needs.
A balance sheet is typically accompanied by an income statement and — depending on size classification — explanatory notes. I prepare these components in full, audit-proof, and clearly structured. Valuation methods, provisions, depreciation, and other accounting principles are presented transparently. The result is a financial statement that is both tax-compliant and economically reliable.
Not every business is obligated to prepare a balance sheet. For smaller companies, freelancers, and self-employed professionals, the income surplus statement is often sufficient. I prepare the EÜR in accordance with legal requirements, review tax-specific considerations, and ensure that all income, expenses, and relevant business transactions are presented correctly. This allows you to meet your tax obligations efficiently and securely. If you see potential for improvement in receivables or payment management, I am available to support you with professional guidance.Wenn Sie Optimierungsbedarf im Forderungs- oder Zahlungsmanagement sehen, stehe ich Ihnen beratend zur Seite
Corporations and certain partnerships must file their annual financial statements with the Bundesanzeiger by the statutory deadline. I handle the complete electronic submission, ensure compliance with deadlines, size classifications, and disclosure requirements, and minimize the risk of fines and penalty fees. Upon request, we can review together which disclosure obligations apply specifically to your business. I am also happy to coordinate directly with banks, authorities, or business partners. Gerne übernehme ich auch die Abstimmung mit Banken, Behörden oder Geschäftspartnern.
Careful financial accounting and a fully prepared annual financial statement are not only legal obligations but also essential management tools for any company. They provide transparency regarding the financial situation, enable well-founded decisions, and form the basis for discussions with banks, business partners, or investors. At the same time, they reduce tax risks and ensure compliance with commercial and tax regulations.
If you need support with ongoing bookkeeping, financial statement preparation, or the creation of your annual accounts, I am happy to assist you personally — feel free to contact me at any time.
