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I will create a financial budget, forecast and business plan
Smart Finance Strategic Growth Scalable Success
I’m a Chartered Accountant with a decade of experience helping businesses streamline their finances and stay tax-compliant. I specialize in GST & Income Tax filing, audits, and litigation, along with ...
About this Gig
Need a clear financial roadmap for your business? I will build you a professional, investor-ready budget and forecast that drives smarter decisions. I am a Fellow Chartered Accountant (FCA) with 10+ years of experience preparing financial models, budgets, and business plans for companies across manufacturing, trading, real estate, IT, and professional services.
WHAT I DELIVER: Annual operating budgets monthly revenue, cost and expense breakdowns Cash flow forecasts weekly, monthly or quarterly 3-year and 5-year financial projections Profit & Loss, Balance Sheet and Cash Flow projections Scenario analysis best case, base case, worst case Variance analysis actual vs budget comparison KPI dashboards key metrics at a glance Break-even analysis Working capital and liquidity forecasting Investor-ready financial models for funding rounds
FORMATS DELIVERED: Excel workbook with dynamic formulas and charts PDF summary report for presentations PowerPoint slides on request (Premium only)
WHY CHOOSE ME: FCA qualified highest accounting credential in India Virtual CFO experience across multiple industries Clean, professional Excel models no locked sheets.
Visualization tools:
Microsoft Excel
•
Power BI
Service type:
Budget Vs. actual analysis
Industry:
E-Commerce
•
Financial services
•
Manufacturing & storage
Target country:
Germany
•
India
•
United Kingdom
My Portfolio
FAQ
Q1: What information do I need to provide?
Last 1–2 years of financial statements or management accounts, a brief description of your business model, revenue streams, expected costs, and any growth targets you have in mind. I will send a simple intake form after you order.
Q2: Will the Excel model be editable
Yes. All models are fully unlocked with clearly labelled assumption cells. You can update inputs at any time and the projections will recalculate automatically.
Q3: Can you build a model for a startup with no financial history?
Absolutely. For pre-revenue or early-stage businesses I build projections from scratch using industry benchmarks, your pricing model and your growth assumptions.
Q4: Can the forecast be used for a bank loan or investor pitch?
Yes. The Premium package is specifically structured for investor and banker review — with an executive summary, scenario analysis and professionally formatted output suitable for due diligence.
Q5: Do you work with specific industries?
I have experience across manufacturing, trading, real estate, IT services, e-commerce, hospitality, and professional services. Mention your industry when ordering and I will apply relevant benchmarks.
Reviews
1 reviews for this Gig
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Rating Breakdown
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- Quality of delivery
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S shubhamaggar996
India
I had a fantastic experience working with this seller for my business loan documentation. As a professional, they immediately understood the complex requirements of the lending institution and prepared the financial statements with meticulous detail. The accuracy of the projected balance sheets and cash...
Up to $50
Price
5 days
Duration
Helpful?
Reviews
1 reviews for this Gig
| (1) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
S shubhamaggar996
India
I had a fantastic experience working with this seller for my business loan documentation. As a professional, they immediately understood the complex requirements of the lending institution and prepared the financial statements with meticulous detail. The accuracy of the projected balance sheets and cash...
Up to $50
Price
5 days
Duration
Helpful?
