Numbers tell your business story just as much as words do. With the Financial Projections Package, I’ll create clear, customized forecasts that show your revenue, expenses, and profit potential. These projections are designed to give lenders, investors, and grant reviewers confidence in your business model while helping you make smarter decisions about growth.

Your package includes detailed spreadsheets, easy-to-read charts, and tables that break down your financial outlook step by step. Whether you’re applying for a small business loan, preparing for an accelerator program, or simply need to understand your cash flow, these projections provide the clarity you need to move forward. Professional, tailored, and presentation-ready — this service equips you with the financial foundation that funders are looking for.

Deliverables: 3–5 year forecast of revenue, expenses, and profit. Includes Excel spreadsheets + PDF summary with charts and graphs.

Timeline: 1–2 weeks.

Revisions: 1 revision cycle included.

Best For: Businesses applying for loans, preparing for investor pitches, or refining growth strategy.

What’s Not Included: Accounting/bookkeeping; projections rely on client-provided information.

Format: Excel + PDF summary.

Process: Clients complete a financial intake form (covering current revenue, costs, and goals). For clients less comfortable with numbers, a guided 60-minute financial call is available. Draft forecasts shared by week 1, with feedback incorporated before final delivery.