You will get comprehensive 10 key components Business Plan for bank loan, investment...
Project details
I am a Chartered Management Accountant with 16+ years of experience in financial planning and analysis, financial modeling, and business advisory.
I have worked with a range of businesses around the globe, from startup businesses to large multinational corporations like Honda, IBM, Virgin Media, ITV, Oracle and Cummins
FIVE YEAR BUSINESS PLAN: 10 key component business plan for investment, bank loan, immigration or management
- Executive Summary - to grab the reader's immediate attention
- The Company - key information about the business, goals, and customers
- Market analysis - where the market is, where it is to go and how the business will fit into it.
- Competitive analysis - comparison with its competitors
- Organisation - an organizational chart with chain of command, roles, and responsibilities
- Products and Services - life cycle, the need and how the product/service will meet that need
- Sales Strategy – Sales channels for products and services
- Marketing Plan – marketing channels to use and budget
- Funding – capital needed and uses. payback period and ROI for investors
- Financial Plan - P&L, B/S and Cash Flow projections, ratios and investment growth charts
I have worked with a range of businesses around the globe, from startup businesses to large multinational corporations like Honda, IBM, Virgin Media, ITV, Oracle and Cummins
FIVE YEAR BUSINESS PLAN: 10 key component business plan for investment, bank loan, immigration or management
- Executive Summary - to grab the reader's immediate attention
- The Company - key information about the business, goals, and customers
- Market analysis - where the market is, where it is to go and how the business will fit into it.
- Competitive analysis - comparison with its competitors
- Organisation - an organizational chart with chain of command, roles, and responsibilities
- Products and Services - life cycle, the need and how the product/service will meet that need
- Sales Strategy – Sales channels for products and services
- Marketing Plan – marketing channels to use and budget
- Funding – capital needed and uses. payback period and ROI for investors
- Financial Plan - P&L, B/S and Cash Flow projections, ratios and investment growth charts
Language
EnglishPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint Ventures, Personal Use, ImmigrationWhat's included
| Service Tiers |
Starter
$450
|
Standard
$700
|
Advanced
$950
|
|---|---|---|---|
| Delivery Time | 15 days | 10 days | 5 days |
Number of Revisions | 1 | 2 | 3 |
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 Kashif
Chartered Certified Accountant I Small Business Expert I Controller
London, United Kingdom - 12:58 am local time
Specializes in generating competitive advantage for small businesses and startup companies by applying best practices of large multinational corporations in bookkeeping, financial control, financial planning, analysis, and management.
Services to help US and UK Clients:
HANDS OFF BOOKKEEPING (Xero, QuickBooks)
- Error-free upkeep and tidy up (weekly, bi-weekly, monthly, etc.)
- Xero/QuickBooks setup, organization, and management
- Design bespoke chart of accounts and data migration from legacy system
- Integration if needed (Amazon, eBay, Paypal, Shopify, Etsy, etc.)
- Document management via Hubdoc
- Bank and credit card reconciliations
- Sales Invoicing (limited to no of transactions)
- Bills payment via bill.com or billpay.com
- Customers and Vendors setup and management
- Ledgers management A/C Payable, A/C Receivable, General Ledger
- Payroll setup, organization, and management
- Setting up budgets and forecasts on Xero / QuickBooks
- Month-end journals, tidy up, and month-end close
- Year-End Accounts ready Trial Balance
- Financial Reports
- KPIs, Dashboards / Insights (Design and Reporting)
- Payroll Reports
- Tax Reports - VAT, PAYE, Sales Tax
- Custom Business Reports - by brand, product, company, location, channel
- Monthly management accounts (3 statements)
YEAR END ANNUAL ACCOUNTS AND RETURNS (UK Clients Only)
- Limited Company Accounts (micro entity, abridged accounts, dormant companies)
- Annual Returns (Confirmation Statements
- Year-end Sole Trader and Partnership Business Accounts
- Year-end Charity Accounts
TAXES
- VAT Registration and scheme selection (inc foreign businesses)
- PAYE Registration and Returns
- Self Employed Registration
- Sales Taxes (US Only)
- Corporation Tax Return CT 600
- Self Assessment Tax Returns
- Tax Planning for Self Employed to maximize income and reduce tax liability ethically
FINANCIAL PLANNING, ANALYSIS, AND MODELLING
- Business Planning (10 Key Component Plan for Investors/Banks/Immigration/Internal)
- Financial Modelling (3 Statement Model, DCF, Budget, Forecast, M&A, Consolidation)
- Financial Due Diligence
- Company Valuations
- Designing KPI/Business Insights Pack
VIRTUAL CFO / FD
I have worked with small businesses in a variety of industries. I understand the day in day out challenges a small business owner faces and how valuable their time is. I will help you to not only free up your time from non-value-added activities but will also help you grow your business fast and increase its profitability.
Let's chat!
Steps for completing your project
After purchasing the project, send requirements so Kashif can start the project.
Delivery time starts when Kashif receives requirements from you.
Kashif works on your project following the steps below.
Revisions may occur after the delivery date.
Engagement
Signup on upwork, send signed client engagement letter and project kick off questionnaire.
Consultation
Based on initial questionnaire we will conduct 1 to 1 session with you, where we go over your plans in detail covering all 10 key components of business planning process and capture your specific requirements. This process may need multiple meetings.