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$
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I will make financial model, projection, forecast, dcf valuation, financial statement
Trusted CPA Services Accurate Letters Tax Returns Financial Statements
Hi, I'm Magret Kevin, a Licensed CPA | Canada • USA • UK Offices, Approved CRA, CPA letters, IRS, HMRC & ACCA UK for e-file and tax filings in all 3 countries. E-file Canada T1 & T2 (corporate), GST...
About this Gig
Need a professional financial model, business plan, or financial forecast for investors, lenders, fundraising, or strategic planning?
HI, I'm Margret qualified Chartered Accountant.
Whether you're preparing for investment, a business loan, internal budgeting, or long-term planning, I'll provide structured, professional financial documentation based on the information you provide.
My service include:
- Pro-Forma Income Statement, Balance Sheet, Cashflow Statement
- Annual, Monthly, Quarterly Projections
- Valuation (DCF and Trading Comps)
- LBO Modeling, IRR, NPV, and Payback Period
- Credit Models for Bank Notes, Senior Debt, Mezzanine Debt
- Debt Ratios (DSCR, LLCR, CFADs)
- Industry-Standard Formatting
- Dashboard, Charts, Graphs, Visual Aids
- Summary Tab full of Key Performance Indicators (KPIs)
- Financial Ratios, DuPont, Altman Z Score, and Horizontal/Vertical Analysis
- Budgeting & Forecasting
- Sensitivity Analysis and What-if scenarios (Optimistic, Base, Pessimistic)
- Supporting Schedules (Revenue, COGS, OPEX, Payroll, Depreciation, Capex, Working Capital, Debt/Financing)
- Business Plans and Pitch Decks with Structured Financials
Before Ordering
Please contact me before placing your order.
My Portfolio
FAQ
What information do you need to start?
Please provide details about your business, revenue streams, operating costs, assumptions, and any existing financial information or business plan you have available.
Can you create financial projections for startups?
Yes. I prepare customized financial projections for startups and existing businesses based on the information you provide.
Do you prepare DCF valuations?
Yes, I can prepare discounted cash flow (DCF) valuation models when appropriate for your project.
I don’t have any finance knowledge. Will I be able to work with this model?
Absolutely. We design our models for ease of use, so even founders with no finance or Excel knowledge can easily edit them. You can quickly adjust assumptions and see immediate changes in your forecast. We'll also guide you through the model structure and explain how all the sheets interact.
Sellers are providing the same service at lower rates. Why are you so expensive.
We work with quality clients who appreciate experience and reliability. We believe in the tremendous value we provide and take pride in our work. It’s very important not to leave fundraising to chance.
What to factor in a financial model for a SaaS startup?
1. SaaS Metrics: MRR/ARR breakdown (new/lost/expansion) Retention (net/gross revenue retention) Unit economics (CAC, LTV, CAC payback) Sales efficiency (SaaS magic number) Churn rate, downgrade rate Net revenue retention (NRR) 2.Revenue Boosters: Upsells, cross-sells, addons 3. Subscription Tiers
