You will get 3 statement - 5 year financial forecast template
Rising Talent
Rising Talent
Project details
The 3 statement (P&L, BS and CF) forecast is for a period of 5 years.
This copy is designed for F&B and hospitality business - can be converted to any other business
This copy is designed for F&B and hospitality business - can be converted to any other business
Language
EnglishBusiness Type
Small BusinessPlan Format
Google SheetsPlan Purpose
Investors Roadshow, Loan Approval, Personal UseWhat's included
| Service Tiers |
Starter
$150
|
Standard
$250
|
Advanced
$450
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 10 days |
Number of Revisions | 3 | 4 | 7 |
Executive Summary | - | ||
Company Description | - | ||
Industry & Competitor Analysis | - | - | - |
SWOT Analysis | - | - | |
Customer Analysis | - | - | |
Tailored Marketing Plan | - | - | - |
Review & Critique | - | - | - |
Financial Forecast | |||
Investor List | - | - | - |
Outreach Email Copy | - | - | - |
Frequently asked questions
About Felicia
Experienced Accountant (CGMA), with advanced excel, Sage, Xero etc
Cape Town, South Africa - 9:13 pm local time
A seasoned financial professional with a proven track record in enhancing business performance through meticulous budgeting, forecasting, and risk assessment strategies. My expertise spans a spectrum of critical functions, including:
Financial Analysis and Optimization: Proficiency in the strategic management of finances to bolster profitability metrics such as Return on Sales (ROS) and Earnings Before Interest & Taxes (EBIT), through rigorous budgeting, forecasting, and profitability analysis.
Asset and Stock Management: Adept in the effective management of stocks and assets to drive operational efficiency and financial health, ensuring optimal resource allocation and asset utilization.
Strategic Project Implementation: Demonstrated success in seamlessly integrating strategic initiatives into business operations, facilitating growth, and fostering sustainable competitive advantages.
Strategic Planning and Management: Adept at crafting forward-thinking strategic plans aligned with organizational objectives, navigating complex financial landscapes, and presenting compelling budget proposals for executive review.
Management Accounting Expertise: Skilled in generating actionable insights through meticulous management accounting practices, facilitating data-driven decision-making and performance optimization.
Policy and Procedure Governance: Experienced in designing and implementing robust policies, procedures, and controls to safeguard assets, ensure regulatory compliance, and promote operational excellence.
With a steadfast commitment to excellence and a passion for driving sustainable business growth, I am poised to deliver impactful results and elevate organizational performance to new heights.
Steps for completing your project
After purchasing the project, send requirements so Felicia can start the project.
Delivery time starts when Felicia receives requirements from you.
Felicia works on your project following the steps below.
Revisions may occur after the delivery date.
Gathering Source information ,
1. I will send you a questionnaire to gather requirements 2. Will create first draft outline
Data is captured for all areas of 3 statement forecast
All other information required, operating days etc data is captured and automatically populates P&L 5 year forecast can then be applied based on expected annual growth, and any planned investment