TMA Accounting Blog

What Your Balance Sheet is Telling You—and Why it Matters

Written by Julie Myers, CPA | September 18, 2025

Let’s face it: most small business owners avoid reviewing financial statements because they don’t find them exciting. Like many entrepreneurs, you probably focus your energy on driving sales, solving problems, and keeping your team moving forward. The balance sheet? It probably feels like a confusing report your accountant sends each month… and then you ignore it.

But here’s the truth: your balance sheet isn’t just a spreadsheet of numbers. It’s a powerful decision-making tool. Understanding what it’s telling you can help you avoid surprises, make smarter choices, and build a stronger business.

This article will break down the balance sheet in plain language, explain what to look for, and show you how it can help you run your business with more confidence and less guesswork.

What Is a Balance Sheet, Really?

Think of your balance sheet as a snapshot of your business’s financial health at a specific moment in time, kind of like a report card for your company’s finances. It doesn't show how much money you made last month or what your expenses were (that’s your Profit & Loss report). 

Instead, it shows where your business stands right now: what it owns, what it owes, and what’s left over after the dust settles. That “leftover” is your equity—the part that truly belongs to you as the business owner.

Here’s how it breaks down:

  • Assets – These are the things your business owns or controls that have value. Examples include cash in the bank, accounts receivable (money customers owe you), inventory, equipment, and property.
  • Liabilities – These are debts or obligations your business needs to pay. Think credit cards, business loans, unpaid bills, and payroll liabilities.
  • Owner’s Equity – This is the difference between your assets and liabilities. It represents your stake in the business, also called “net worth.”

The Balance Sheet Formula

At the heart of every balance sheet is a simple, unbreakable formula:

Assets – Liabilities = Owner’s Equity

This equation always has to balance (pun intended). If your assets go up or down, something on the other side must change, too. For example, if you buy new equipment with borrowed money, your assets increase, and so do your liabilities. If your business earns a profit and you leave that cash in the company, your assets and equity both increase.

It’s this balance that makes the report so reliable. Every line on the balance sheet connects to something else, giving you a complete and consistent picture of your business’s financial position.

Why Should You Care?

You might be wondering, “Can’t my accountant just worry about this?” Sure—but understanding your balance sheet helps you make better, faster decisions without always waiting on someone else.

Here are some real-world questions your balance sheet can help answer:

  • Can I afford to hire someone new?
  • Do I have enough resources to open a second location or invest in equipment?
  • Am I too reliant on debt?
  • What would a bank see if I applied for financing today?

Your balance sheet is one of the first things lenders, investors, and potential partners look at. If your numbers are strong and well-maintained, you’ll appear more credible, organized, and ready for growth.

But it’s not just about appearances. A strong balance sheet helps prevent surprises, like cash shortfalls or hidden debt. It gives you an early warning system so you can fix small problems before they become big ones.

What Your Balance Sheet Is Trying to Tell You

Your balance sheet isn’t just a formality—it’s one of the most valuable tools in your financial toolbox. When you know how to read it, it can uncover hidden risks, highlight opportunities, and show whether your business is gaining strength or heading for trouble. Let’s look at four key areas where your balance sheet can speak volumes about your company’s financial health.

Liquidity: Can You Pay Your Bills?

Liquidity is about how easily your business can cover short-term obligations. You can get a quick read by comparing your current assets (like cash and accounts receivable) to your current liabilities (such as credit card balances, vendor bills, or short-term loans).

Red flag to watch for: If your liabilities are growing faster than your cash or receivables, that could mean trouble is around the corner. You might struggle to pay vendors, meet payroll, or cover rent, even if your revenue looks strong on paper.

This is where a business can seem profitable but still be cash-strapped. Staying on top of liquidity helps you avoid stressful cash crunches and maintain flexibility.

Leverage: Are You Carrying Too Much Debt?

Leverage measures how much borrowed money finances your business operations. A common metric is the debt-to-equity ratio, which compares what you owe to what you own. Many small businesses should aim to keep this ratio under 2:1, though this can vary by industry.

Ask yourself: Are we using debt to fund smart growth, or are we just covering shortfalls and hoping for the best?

If your debt is rising while equity is shrinking, it could signal that you’re leaning too heavily on borrowed money. That adds risk, especially when interest rates are high or the economy slows.

Efficiency: Are Your Assets Working for You?

Efficiency means making the most of what you’ve got. One way to measure this is through your asset turnover ratio, which shows how well you’re using your assets (like equipment, vehicles, or inventory) to generate revenue.

Quick example: A contractor owns $250,000 in trucks and tools but only brings in $100,000 per year. That business may be tying up too much cash in underused equipment and limiting its ability to invest elsewhere.

If your assets aren’t pulling their weight, it might be time to rethink your pricing, staffing, or service offerings. Better efficiency often means better profitability.

Trends: Is Your Business Getting Healthier?

Looking at a single balance sheet is helpful, but comparing month-over-month or year-over-year balance sheets can show important trends:

  • Are your liabilities shrinking or growing?
  • Is your cash reserve increasing or declining?
  • Is equity rising, which may indicate retained profits and wise reinvestment?

Pro tip: Shrinking equity often signals that weak margins, excessive spending, or unresolved cash flow leaks are draining your business.

Common Mistakes Business Owners Make

Most balance sheet problems don’t come from bad luck—they come from neglect or misunderstanding. Here are some of the most common traps we see:

  • Ignoring the balance sheet altogether – You can’t manage what you don’t see. Looking only at your Profit & Loss report won’t give you the full picture.
  • Not reconciling bank accounts or credit cards – If your books aren’t up to date, your balance sheet might be wrong.
  • Not knowing what counts as an asset or liability – Some owners mistakenly list personal items or forget about business debts.
  • Treating equity like mystery math – Equity changes over time based on profits, losses, and owner withdrawals. It’s not a fixed number, and it tells a story.

Avoiding these mistakes can lead to better reporting, stronger decisions, and less stress at tax time.

What a Healthy Balance Sheet Looks Like

There’s no one-size-fits-all formula for a “perfect” balance sheet. What’s considered healthy can vary based on your industry, growth stage, and business model. That said, there are some common indicators of a strong financial footing that apply to most small businesses. These markers don’t just reflect where you are today. They help shape your ability to grow, adapt, and weather the unexpected.

Here are a few of the big ones:

  • Positive working capital – Your current assets are larger than your current liabilities.
  • Debt-to-equity ratio under 2:1 – You’re not overly reliant on borrowed money.
  • Growing retained earnings – You’re keeping some profits in the business to fuel growth.

These metrics don’t guarantee success, but they give your business stability, flexibility, and credibility. A strong balance sheet helps you qualify for financing, negotiate better terms, and make decisions with confidence. And if you hit a rough patch, it gives you room to breathe instead of scrambling for a lifeline.

Best Practices to Keep Your Balance Sheet Healthy

Even the most carefully built balance sheet can become unreliable if it’s not maintained properly. A healthy balance sheet starts with accurate, up-to-date data—and that requires a few consistent habits behind the scenes.

Here are some simple best practices to help you keep your balance sheet clean and useful:

  • Reconcile accounts every month – This keeps your numbers clean and trustworthy.
  • Use accounting software that syncs with your bank and credit cardsTools like QuickBooks Online can help automate the process.
  • Work with a professional – An accountant or advisor (like our team at TMA) can help you interpret the data and use it to your advantage.

If you haven’t reviewed your balance sheet in a while or it feels more confusing than helpful, our team can help you make sense of it. With the right systems and support in place, your balance sheet becomes more than a monthly report. It becomes a tool for growth, stability, and better decision-making.

Ready to Understand Your Numbers?

Your balance sheet isn’t just a report you glance at around tax time, or something your lender asks for when you're applying for a loan. It’s a decision-making tool that belongs in your hands, not buried in your inbox.

When you understand your numbers, you can:

  • Make confident, informed decisions
  • Plan for growth without guesswork
  • Avoid financial blind spots and surprises
  • Build credibility with banks, investors, and partners
  • Finally, see where your business really stands

Most importantly, your balance sheet gives you the perspective to lead your business like a true owner, not just someone putting out fires day to day.

At TMA Accounting, we believe owning and operating a successful business shouldn’t be so complex. We help business owners like you simplify your financial systems, clean up your books, and turn your numbers into actionable insights.

Schedule a call today to meet with our team. We’re here to help you take the guesswork out of growth.