I will prepare financial projections, forecast and business plan financials
ACCA Finance Lead for QuickBooks, Odoo and Financial Reporting
About this Gig
Applying for a bank loan, raising investment or writing a business plan? I build financial projections that are clear, consistent and easy to defend.
I am an ACCA qualified accountant and Finance Lead. I have prepared five-year projected financial statements for a bank financing application, so I know what lenders look for.
What you get
- Projected profit and loss, balance sheet and cash flow
- Monthly for year one, then annual
- Assumptions on a separate sheet you can change
- Loan schedule and break-even (Premium)
- Summary charts and key ratios
- Editable Excel file, formulas linked, no hard-coded totals
Good for
- Bank loan and financing applications
- Investor decks and fundraising
- Business plans and new ventures
- Annual budgets for existing businesses
How it works
- You share your plan, past figures if any, and key assumptions
- I send a short list of questions if anything is missing
- You get the model with a short walkthrough of the numbers
Need valuation or several business lines? Message me first.
Visualization Tools:
Microsoft Excel
Industry:
Business services & consulting
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E-Commerce
•
Real estate
Target country:
Canada
•
United Kingdom
•
United States
FAQ
I am a new business with no past figures. Can you still help?
Yes. Projections are built from your assumptions, and I help you set realistic ones.
Excel or Google Sheets?
Excel by default. Google Sheets on request.
Can I change the numbers later?
Yes. All figures flow from the assumptions sheet.
Will this get my loan approved?
No one can promise that. You get clear, consistent projections a lender can follow.
Do you write the full business plan text?
No. This gig covers the financial section of the plan.
