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You will get a Small Business Association (SBA) Business Plan and Financial Projection

Julie M.Status: Offline
Julie M. Julie M.
4.8
Top Rated
Preview image

Let a pro handle the details

Buy Financial Forecasting & Modeling services from Julie, priced and ready to go.
Julie M.Status: Offline
Julie M. Julie M.
4.8
Top Rated
Preview image

Let a pro handle the details

Buy Financial Forecasting & Modeling services from Julie, priced and ready to go.

Project details

This project is for the new or established business owner seeking SBA funding. You will receive a bank-compliant business plan and 5-year financial projection. Leveraging over 10 years of professional business planning experience, I will ensure that your documents are realistic expectations for the business and industry you are in. Your financial projections will include key metrics that the bank will look for when underwriting your loan that demonstrates your ability to pay the loan and make a profit. I will also go over the documents and explain all of the elements if necessary.
Industry
Business Services & Consulting, Financial Services
Target Country
United States

What's included $2,500

These options are included with the project scope.

$2,500
  • Delivery Time 5 days
    • Spreadsheet
Optional add-ons You can add these on the next page.
Fast 2 Days Delivery
+$400
4.8
82 reviews
91% Complete
(75)
5% Complete
(4)
2% Complete
(2)
1% Complete
(1)
1% Complete
(0)

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Julie M.Status: Offline

About Julie

Julie M.Status: Offline
Bookkeeping and Accounting - QuickBooks Certified Pro Advisor
100% Job Success
4.8  (82 reviews)
Port Orange, United States - 4:42 am local time
*******All Pricing customized to client's needs*******
Business Consultant, Bookkeeper/Accountant, with 10+ years helping over 253 clients on Upwork
--Quickbooks Certified
--Cleanup Services/Catchup
--Monthly bookkeeping
--Performance Analysis
--CPA Collaboration
--Affordable monthly rates


Steps for completing your project

After purchasing the project, send requirements so Julie can start the project.

Delivery time starts when Julie receives requirements from you.

Julie works on your project following the steps below.

Revisions may occur after the delivery date.

Meeting

Client asks questions or schedules a meeting if desired

Project Launch

Client purchases the project and sends all of the information already acquired

Review the work, release payment, and leave feedback to Julie.