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You will get an Investor/Bank Ready Business Plan
Project details
You will get a business plan that will be appealing to investors and banks for your startup funding. I will research and work alongside you to build a business plan that fits perfectly for your new business.
Language
EnglishBusiness Type
Small BusinessPlan Format
PDFPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint Ventures, Personal UseWhat's included
| Service Tiers |
Starter
$250
|
Standard
$750
|
Advanced
$1,250
|
|---|---|---|---|
| Delivery Time | 14 days | 14 days | 14 days |
Number of Revisions | 1 | 1 | 2 |
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
+$50
Financial Forecast
+$500Frequently asked questions
25 reviews
(23)
(1)
(1)
(0)
(0)
MF
Michael F.
Jun 27, 2023
The freelancer did a nice job on the project. He was responsive to any feedback or questions and readily available to communicate on Upwork about the project. The end result is enough for my small business to approach a growth phase. Comments and input from the freelancer helped to address my concerns and highlight the strengths of my small business.
SH
Sam H.
Jul 5, 2022
Very professional presentation. Delivered what was promised.
MF
Michael F.
Apr 2, 2026
2022 Personal & Business Tax Returns
AL
Andrew L.
Apr 7, 2025
Financial Forecast Quality Review
Great freelancer on Upwork! Knows his stuff
MF
Michael F.
Jun 27, 2023
You will get an Investor/Bank Ready Business Plan
The freelancer did a nice job on the project. He was responsive to any feedback or questions and readily available to communicate on Upwork about the project. The end result is enough for my small business to approach a growth phase. Comments and input from the freelancer helped to address my concerns and highlight the strengths of my small business.
KM
Khaled M.
May 4, 2023
Visa Business Plan
JG
Jared G.
Oct 21, 2022
Quarterly business report writing.
About Matthew
QuickBooks Cleanup + Monthly Close (Books Closed by the 10th Biz Day)
Hoschton, United States - 1:02 am local time
If you’re dealing with messy books, unreconciled accounts, confusing financials, or you’re behind on bookkeeping, I can get things cleaned up quickly and set a simple monthly process so it stays clean.
What I do best:
• QuickBooks or Digits AI catch-up/catch-forward (multiple months)
• QuickBooks or Digits AI cleanup + balance sheet review (not just recategorizing)
• Bank/credit card reconciliations
• Fixing miscategorized transactions and messy chart of accounts
• A/R + A/P reporting (invoicing/bill pay available as an add-on)
• Monthly financial package (P&L, Balance Sheet, and key insights)
How we’ll start (fast + clear):
-Quick review of your QuickBooks + goals
-Confirm month range + scope
-I propose a fixed-price cleanup (preferred) or hourly plan
-I deliver clean books + a monthly close checklist
Best fit clients:
-Owners who want accurate books and consistent reporting (not $5/hr data entry).
About me:
-$30K+ earned across 55 Upwork jobs (5-star track record)
-Former Finance Director experience; strong balance sheet + reconciliation focus
-Fast, clean monthly close process (target: books closed by 10th business day)
Can't wait to talk about your project,
Matt Powell
Steps for completing your project
After purchasing the project, send requirements so Matthew can start the project.
Delivery time starts when Matthew receives requirements from you.
Matthew works on your project following the steps below.
Revisions may occur after the delivery date.
Gather Requirements
You will fill out a business questionnaire so that I can learn as much about the business as you do!
Revise/clarify any questions
I'll review all of the answers and ask for revisions, clarify, and ask questions related to your new business.