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I need a professionally prepared balance sheet and a formal net-worth certificate to complete a business-loan application for my sole proprietorship. The numbers are straightforward—one operating account, limited assets, and no outside investors—but the documents must follow the standard format Indian banks request and carry a practicing Chartered Accountant’s signature and seal. You will receive: • Last three years’ income-tax returns • Bank statements for the current financial year • A summary of fixed assets and liabilities Your job is to review the data, ask for any missing figures, draft the balance sheet, calculate my personal and business net worth, and issue both documents on your official letterhead in PDF (print-ready) and Excel (editable) formats. I’ll also need a brief covering note that explains key ratios and any assumptions you make so I can answer lender questions confidently. Accuracy, compliance with banking norms, and a quick turnaround are critical; I’m aiming to submit the loan package within a week of project start. If you’re a CA experienced in small-business lending documentation, let’s get started right away.
Project ID: 40381415
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3 freelancers are bidding on average ₹2,727 INR for this job

Hello! I am excited about the opportunity to assist you with preparing a professionally crafted balance sheet and a formal net-worth certificate for your sole proprietorship's business-loan application. With the required financial data provided, I will meticulously review and compile the necessary documents in the standard format requested by Indian banks, ensuring accuracy, compliance, and a quick turnaround to meet your submission deadline. As an experienced Chartered Accountant well-versed in small-business lending documentation, I am confident in delivering the high-quality results you need to move forward with your loan application. Let's begin this collaboration without delay. Regards, CA. Swati Jain, CPA | Indian CA & CS
₹1,130 INR in 2 days
4.6
4.6

With an extensive background in data management and financial analysis, I am a perfect fit for your project. Having worked with numerous clients on similar documentation jobs for loan applications, I am well-versed in the format requirements Indian banks demand. My skills in Excel will guarantee accurate calculations and formatted presentation of your balance sheet, and my mastery of PDF design will ensure your documents are professional and ready to print or edit as needed. What sets me apart from others is not just my thoroughness, but my ability to explain complex financial data in a simple, straightforward manner. I understand the importance of a covering note that addresses key ratios and assumptions, allowing you to confidently respond to any lender questions. Additionally, my fluency in English and Hindi means that this complicated terminology during communication with lenders will not be lost in translation. Lastly, I prioritize completeness and adhering to deadlines. Your tight schedule aligns perfectly with my commitment to providing fast yet high-quality work. Let's team up now and get your loan package submitted within your preferred timeframe!
₹5,050 INR in 1 day
4.7
4.7

I am a Chartered Accountant with experience of more than 10 years in the field of accounting and taxation. I have successfully completed various similar projects which can be reviewed in my profile. I am interested in your said assignment and look forward to connect to you. Please feel free to contact over chat for detailed discussion.
₹2,000 INR in 7 days
3.3
3.3

Patna, India
Member since Apr 18, 2026
₹400-750 INR / hour
£10-20 GBP
₹12500-37500 INR
₹12500-37500 INR
₹1500-12500 INR
$30-250 USD
$30-250 USD
$250-750 USD
₹12500-37500 INR
$15-25 USD / hour
$30-250 USD
$10-30 AUD
₹400-750 INR / hour
$2-8 USD / hour
₹1500-12500 INR
£250-750 GBP
₹12500-37500 INR
₹1500-12500 INR
$10-30 USD
₹400-750 INR / hour