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I will 3 year financial forecast proforma model prepared by US CPA
Your Go To CPA and Small Business Professionals
Hey there!
Looking for a reliable and experienced US CPA? You've landed in the right spot! I'm a verifiable active US CPA with over ten years of experience, and I'm here to help you navigate the worl...
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About this Gig
Get a clean, accurate, and lender-ready 3-Year Pro Forma / Financial Model prepared by a U.S. CPA. Whether youre applying for an SBA loan, pitching investors, or planning your next stage of growth, Ill build a professional, easy-to-understand financial model tailored to your business.
BASIC 3-Year Pro Forma (Starter)
A streamlined 3-year Income Statement with clear assumptions and automated formulas. Ideal for early planning or simple forecasts.
STANDARD Full Financial Model
Includes P&L, Balance Sheet, and Cash Flow, fully linked and formula-driven. Covers revenue, COGS, payroll, and OpExperfect for banks, lenders, and internal planning.
PREMIUM Advanced Model + Scenarios
Everything in Standard plus best/base/worst-case scenarios, a dynamic assumptions dashboard, sensitivities, and optional headcount or startup cost schedules
Your model is delivered in clean, editable Excel with transparent logic and professional structure.
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
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FAQ
1. What information do you need to get started?
I typically need a short overview of your business, expected revenue streams, major expenses, staffing plans (if applicable), and any historical financials you have. A simple bullet list is enough—I’ll structure the rest.
2. Can you work with any industry?
Yes. I’ve built models for retail, e-commerce, healthcare, SaaS, construction, hospitality, consulting, service businesses, and more. If your industry has unique metrics, I’ll incorporate them.
3. Is the financial model editable?
Absolutely. All files are delivered in fully editable Excel with clear formulas, labeled assumptions, and clean formatting so you can update the model anytime.
4. Can you customize the model beyond the listed packages?
Yes. I can add headcount schedules, CapEx, unit economics, subscription models, debt schedules, project-based revenue, and more. Just message me for a custom offer.
5. Do you provide tax or investment advice?
No. I provide professional financial modeling and projections, but not tax, legal, or investment advisory services.
