Our Financial Projections Process:
SA Business Solutions is a leader in financial modeling. We have the experience and knowledge to help you build professional financial statements to get your venture moving forward. All of our models are custom and designed for each distinct application. We have built statements for small coffee shops seeking loans to large energy projects seeking millions from investors. Our financial statements are accurate, effective, and exceed the expectations of the SBA and investors.
The financial statement process starts with an opening questionnaire about your company. This allows our experts to provide an accurate quote for the level of plan that fits your needs. Following the first payment of 50%, a second questionnaire and service agreement is supplied. This questionnaire provides a walk- through of the different expenses, assets and revenue your company expects to have. We have designed the questionnaire to help you think about additional expenses and revenue you may have overlooked. The data on this questionnaire provides our specialists with custom information specific to your company.
You will have 15 days from the date you receive your first draft to submit any revisions. This has proved to be more than enough time to complete the financial statements. Following the completion of your project, the final spreadsheet will be provided in an editable format.
What Our Financial Statements IncludeOur financial statements are provided in two documents: an Excel spreadsheet and a Word document. Unlike many other companies, we provide the Excel spreadsheet in an easy-to-use and editable format. SA Business Solutions provides four different levels of financial statements. The SA Micro Plan bank-ready and SA Strategic Plan investor/VC-ready budgets are custom built by our team. The differences in the SA Micro Plan and SA Strategic Plan are discussed in each respective section below. Both financial statements will include:
SA Business Solutions is a leader in financial modeling. We have the experience and knowledge to help you build professional financial statements to get your venture moving forward. All of our models are custom and designed for each distinct application. We have built statements for small coffee shops seeking loans to large energy projects seeking millions from investors. Our financial statements are accurate, effective, and exceed the expectations of the SBA and investors.
The financial statement process starts with an opening questionnaire about your company. This allows our experts to provide an accurate quote for the level of plan that fits your needs. Following the first payment of 50%, a second questionnaire and service agreement is supplied. This questionnaire provides a walk- through of the different expenses, assets and revenue your company expects to have. We have designed the questionnaire to help you think about additional expenses and revenue you may have overlooked. The data on this questionnaire provides our specialists with custom information specific to your company.
You will have 15 days from the date you receive your first draft to submit any revisions. This has proved to be more than enough time to complete the financial statements. Following the completion of your project, the final spreadsheet will be provided in an editable format.
What Our Financial Statements IncludeOur financial statements are provided in two documents: an Excel spreadsheet and a Word document. Unlike many other companies, we provide the Excel spreadsheet in an easy-to-use and editable format. SA Business Solutions provides four different levels of financial statements. The SA Micro Plan bank-ready and SA Strategic Plan investor/VC-ready budgets are custom built by our team. The differences in the SA Micro Plan and SA Strategic Plan are discussed in each respective section below. Both financial statements will include:
- Custom Excel spreadsheet
- 3 complete revisions in a 15-day period
- Graphical representation of the charts below
- Pre-operating source and use of funds
- Revenue Forecast
- Personnel Forecast
- Income Statement
- Statement of Cash Flow
- Balance Sheet
- Break-even analysis
- Best and worse case analysis
- Year 1 monthly break down of: Revenue, Personnel, Income Statement, Statement of Cash Flow, Balance Sheet
sa_financial_informations.pdf | |
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Here's an example of one of our more detailed financial forecasts: