You will get 1 or 5 Year Financial Projections for your business plan or pitch deck
Top Rated
Project details
I will prepare a financial projection package. This package can be used for seeking finance, grant applications, the introduction of new products, and new markets or for the internal growth of your business. The package for the second and third levels will include:
• Sales forecasts
• Cost of Goods
• Operational expenses including details on Employee Costs
• Statement of Financial Performance (P&L Statement)
• Statement of Financial Position (Balance Sheet)
• Statement of Cashflow
• Key Performance Ratios (depending on package purchased).
• Capital Expenditure Forecasts (depending on package purchased).
• Breakeven analysis (depending on package purchased).
• Appropriate graphs and charts (depending on package purchased).
You will receive a Word document inclusive of the above reports plus the Excel file.
• Sales forecasts
• Cost of Goods
• Operational expenses including details on Employee Costs
• Statement of Financial Performance (P&L Statement)
• Statement of Financial Position (Balance Sheet)
• Statement of Cashflow
• Key Performance Ratios (depending on package purchased).
• Capital Expenditure Forecasts (depending on package purchased).
• Breakeven analysis (depending on package purchased).
• Appropriate graphs and charts (depending on package purchased).
You will receive a Word document inclusive of the above reports plus the Excel file.
Language
EnglishBusiness Type
StartupPlan Format
ExcelPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint Ventures, ImmigrationWhat's included
| Service Tiers |
Starter
$150
|
Standard
$200
|
Advanced
$300
|
|---|---|---|---|
| Delivery Time | 2 days | 4 days | 7 days |
Number of Revisions | 1 | 1 | 1 |
Executive Summary | - | ||
Company Description | - | - | - |
Industry & Competitor Analysis | - | - | - |
SWOT Analysis | - | - | - |
Customer Analysis | - | - | - |
Tailored Marketing Plan | - | - | - |
Review & Critique | - | - | |
Financial Forecast | |||
Investor List | - | - | - |
Outreach Email Copy | - | - | - |
Optional add-ons
You can add these on the next page.
Additional Revision
+$20
24 reviews
(23)
(1)
(0)
(0)
(0)
KA
Kayla A.
Feb 5, 2025
Adams was quick to get to work on the project, did his own thorough research and put a ton of consideration into the report he did for me. It was above and beyond what I was expecting. When I asked for a couple of different revisions after his initial draft was submitted, he followed them to the letter and quickly delivered, even when I was hard to reach. Amazing to work with and would certainly recommend him to anyone else in need of financial projections.
JJ
John J.
May 15, 2026
pitch deck preparation
TE
Tim E.
Feb 17, 2026
Urgent Financial Model Creation Needed
JJ
John J.
Jan 14, 2026
Project Manager (Remote, Indonesia-Based) – Research Coordination & Business Planning Support
MR
Marcel R.
Dec 29, 2025
CFO / Accoutant
If you are starting a new business and want an accountant who genuinely supports you, not just lodges forms, I cannot recommend Peter highly enough. He was critical to my first year in business, helping me set things up properly, stay compliant, and make smarter decisions along the way. He explains things clearly, is responsive, and genuinely cares about your success. I would not be where I am now without his guidance.
FM
Farlin M.
Aug 7, 2025
Strategic Finance Lead for Space Launch Vehicle Proposal
About Adams
AI-Powered Fractional CFO | Xero | QBO | Forensic | Business Growth
100%
Job Success
Wonosobo, Indonesia - 3:39 am local time
I'm an AI-Powered Fractional CFO with more than 10 years of international CFO and senior finance experience, helping startups and growing businesses transform financial information into practical business decisions.
By combining traditional CFO expertise with modern AI-powered finance solutions, I help business owners improve cash flow, increase profitability, automate reporting, strengthen financial systems, and confidently plan for sustainable growth.
Whether you're launching a startup, scaling an established business, preparing for investment, applying for funding, improving your finance function, or planning an exit strategy, I provide executive-level financial leadership—without the cost of employing a full-time CFO.
Clients typically hire me to:
✔ Improve cash flow and working capital
✔ Build investor-ready financial models and business plans
✔ Create budgets, forecasts and strategic financial plans
✔ Develop KPI dashboards and board reporting packs
✔ Implement AI-powered finance systems using Xero and QuickBooks Online
✔ Improve profitability and business performance
✔ Secure investment, grants and business finance
✔ Prepare businesses for acquisitions, mergers or exit
My Services
Fractional CFO Services
* Strategic financial leadership
* Financial planning and analysis (FP&A)
* Board reporting and executive decision support
* Business performance improvement
* Risk management and financial governance
Financial Modelling & Forecasting
* Three-way financial models
* Cash flow forecasting
* Budgeting and forecasting
* Scenario and sensitivity analysis
* Financial dashboards and KPI reporting
Business Growth & Funding
* Investor-ready business plans
* Financial models for investors and lenders
* Pitch deck financial support
* Capital raising strategy
* Grant funding support
* Feasibility studies
AI, Xero & QuickBooks Online
* AI-powered finance workflow automation
* Xero implementation and optimisation
* QuickBooks Online advisory
* Automated management reporting
* Finance process improvement
* Internal systems design
Why Clients Choose Me
✔ More than 10 years of CFO and executive finance leadership
✔ Helped clients secure over US$50 million in investment funding
✔ Assisted clients in obtaining more than US$12 million in grant funding
✔ Hundreds of business plans, financial models and strategic reports delivered across multiple industries
✔ Doctor of Business Administration (DBA)
✔ Xero Certified Advisor
✔ QuickBooks Online Certified ProAdvisor
✔ Top Rated freelancer with a reputation for delivering high-quality work on time
Industries I Support
I have worked with businesses across manufacturing, technology, SaaS, healthcare, hospitality, food and beverage, professional services, logistics, retail, e-commerce, education, construction, agriculture, franchising, renewable energy, and not-for-profit organisations.
My Approach
I don't simply prepare spreadsheets or financial reports.
I work alongside business owners as a trusted financial partner—helping them understand what the numbers mean, what risks lie ahead, and what actions will improve business performance.
My goal is simple: to provide practical financial leadership that gives you clarity, confidence and measurable results.
If you're looking for an experienced AI-Powered Fractional CFO who combines commercial judgement, modern technology and hands-on financial expertise to help your business grow, I'd welcome the opportunity to discuss your project and how I can help.
Let's connect.
Adams (Peter)
Steps for completing your project
After purchasing the project, send requirements so Adams can start the project.
Delivery time starts when Adams receives requirements from you.
Adams works on your project following the steps below.
Revisions may occur after the delivery date.
Your project will commence on receipt of the completed questionnaire.