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$
USD
I will build financial forecasts, budgets, and complete financial plan
Business Improvement and Strategy Consultant
I am a Business Improvement & Strategy Consultant with 14+ years of corporate experience connecting finance, strategy, commercial performance, and operations to solve complex business problems and cre...
About this Gig
Planning your business finances shouldn't be guesswork.
Do you know how much profit your business could generate, whether you'll have enough cash, or how growth might affect your financial position?
Welcome! with 14+ years of corporate experience, I will help you build a practical financial plan to answer these questions and make better-informed business decisions.
What I can help you with:
- Revenue & Expense Forecasting: Estimate future sales, costs, and profitability.
- Financial Budgeting: Plan spending and set realistic financial targets.
- Cash Flow Planning: Anticipate cash requirements and potential shortfalls.
- Financial Statement Forecasting: Project P&L, cash flow, and balance sheet.
- Scenario Analysis: Evaluate different business outcomes and financial risks.
What you'll receive:
Depending on your package, you'll receive an Excel-based financial model, projected financial statements, scenario analysis, key insights, and a financial planning report.
My approach: I focus on decisions, not just spreadsheets, to clarify your financial outlook and help you plan ahead.
Projections are based on your information and assumptions; actual results may vary.
Visualization tools:
Microsoft Excel
Service type:
Budget Vs. actual analysis
Target country:
Canada
•
United Kingdom
•
United States
Other Financial Planning & Analysis Services I Offer
FAQ
What information do you need to prepare a financial forecast?
Ideally, I need your historical financial statements, revenue and cost details, business overview, and key assumptions. If you're a startup, I can work with your estimates and business projections.
Can you prepare financial projections for a startup?
Yes. I can build financial projections using your expected revenue, pricing, operating costs, investment plans, and other business assumptions.
What is the difference between the three packages?
Basic includes a 12-month financial plan. Standard provides a three-year forecast covering P&L, cash flow, and balance sheet. Premium adds broader scenario analysis, detailed insights, a comprehensive report, and an executive presentation.
Will you provide an Excel financial model?
Yes. Every package includes an Excel workbook containing the agreed forecasts, calculations, and supporting assumptions.
Can you prepare all three financial statements?
Yes. Standard and Premium include projected Profit & Loss, Cash Flow Statement, and Balance Sheet within the agreed scope.
Can you include different business scenarios?
Yes. Standard includes two scenarios, while Premium includes three, allowing you to evaluate different business assumptions and potential outcomes.
Can you help me evaluate a business expansion or investment?
Yes. I can help assess the potential financial impact of expansion, increased costs, or investment plans, provided the required analysis fits the selected package.
Can you update my existing budget or financial forecast?
Yes. I can review and update an existing financial model. Please share your current file and requirements before ordering.
Are the financial forecasts guaranteed to match actual results?
No. Forecasts are based on the information and assumptions provided. Actual business performance may differ due to market conditions and other factors.
What if I need a customized or more complex financial model?
Please contact me before ordering. Advanced financing structures, debt schedules, valuations, and multi-entity consolidation may require a customized offer.
