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As we embark on a journey to launch a new service-based coaching and advisory company catering to both B2B and B2C markets, we are in need of a seasoned financial expert. The project involves developing a comprehensive 3-year financial forecast, including Profit & Loss statements, Cash flow assessments, and Balance sheets. Ideal Skills & Experience: - Proven track record in financial forecasting for service-oriented companies - Experience working with B2B and B2C business models - Strong understanding of coaching and advisory industry financials - Excellent ability to create clear and concise financial reports - Proficient in advanced Excel functionalities for financial forecasting. - Strong skills in creating and maintaining financial models. Please use Excel for developing the financial forecast. We will include a revenue growth rate assumption. Please use a conservative revenue growth rate assumption. The financial forecast should include detailed breakdowns of various financial components. Please include detailed breakdowns of revenue streams and expenses.
Project ID: 38829606
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Active 1 yr ago
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58 freelancers are bidding on average $449 USD for this job

Hello! Let's build a solid financial foundation for your new coaching and advisory company! I am a seasoned financial expert who would love to develop a comprehensive 3-year financial forecast for your service-based coaching and advisory company. This will include Profit & Loss statements, Cash Flow assessments, and Balance Sheets, tailored for both B2B and B2C markets. With extensive experience in financial forecasting for service-oriented companies, I have worked with both B2B and B2C business models, including those in the coaching and advisory sectors. My expertise includes creating detailed and accurate financial reports, crafting financial models, and using advanced Excel functionalities to develop forecasts that are both clear and actionable. I’ve helped companies set conservative revenue growth assumptions, ensuring that financial plans are both realistic and sustainable. I will deliver a well-structured 3-year financial forecast in Excel, including detailed breakdowns of revenue streams and expenses. The forecast will reflect a conservative growth rate and provide a clear picture of your business’s financial outlook. I’ll ensure all aspects are covered, including Profit & Loss, Cash Flow, and Balance Sheet projections. Looking forward to partnering with you on this exciting journey! Regards, Arw@ Mo!z
$500 USD in 7 days
7.0
7.0

Dear Sir, I am a business & financial Advisor providing services of writing business plans, feasibility studies, financial models & business valuation reports. I am CA finalist from Institute of Chartered Accountants of Pakistan and working in this field since 2010. During my 12 years' professional career, i have had the pleasure of representing my clients to international investors and discuss new business ideas & prospective plans for fund raising. We conduct secondary research with detailed analysis of the market including market share, competitors, pricing etc Please see my portfolio to check my sample work. We are well versed in preparing financial projections tailored to the business needs & market demographics and based on solid assumptions. i know how to present information to investors and what to include to get his attention. Please send me message and see my work. I am available to discuss further about your business, financial model and market demographics. Please contact and discuss the details.
$265 USD in 4 days
7.0
7.0

Hi There, We are well versed in preparing business plans, feasibility studies & financial models for different purposes including investment, bank loan, immigration, internal use etc. We prepare all our plans as per specific requirements of employer and prepare a robust model on excel with minimum manual inputs. Because of our extensive knowledge in advanced financial modelling, we have served numerous employers at local & international level. Our financials have all required elements such has underlying assumptions, balance sheet, profit & loss, cash flow statements and include calculations of IRR, payback period, breakeven point etc. We are happy to share our sample work with you. Kindly contact us and give us a chance to present our services.
$330 USD in 7 days
7.2
7.2

Hello Sir, Hope you are doing well, You need a professional accountant /Financial analyst with expertise in accounts & finance for your assignment. I am a professional accountant with MBA/MS Accounts & Finance, Member of Institute of Chartered Accountants having more than 10 years of experience accounts & finance including: • Balance sheet • Profit & Loss • Cash flow statements • Budgets • Payroll • Reconciliation Banks, Debtors, Creditors • Financial Forecasting & Analysis • Financial Modeling • Accounts Payable & Receivables • Audit I am providing Financial and Accounts services in many organizations. I will do your task according to your expectations and accuracy with unlimited revisions. I can assure you best of my services in my filed. I am available for more than 40 hours in a week. If you choose me for your project, I guarantee that you will receive a professional and high-quality work in a timely manner. However, if you have any questions, please feel free to ask! I am welcoming. Anxious to hear a positive response from your side Regards, Tahir
$250 USD in 4 days
6.4
6.4

Hi, I am an experienced financial expert with a strong track record in developing comprehensive financial forecasts for service-based companies, including both B2B and B2C markets. I will help you create a detailed 3-year financial forecast, including Profit & Loss statements, Cash Flow assessments, and Balance Sheets, tailored to the coaching and advisory industry. Using Excel, I will incorporate a conservative revenue growth rate assumption, and provide a clear breakdown of various financial components, including revenue streams and expenses. My approach will ensure that all financial assumptions are aligned with industry standards, while providing you with a clear, actionable financial plan to support your business goals. With my expertise in advanced Excel functions and financial modeling, I will deliver a professional and easy-to-understand financial forecast that you can rely on for strategic decision-making. I look forward to collaborating with you to bring your new service-based company to financial success. Let's have a chat to discuss further details. Regards, Moiz.
$500 USD in 7 days
6.2
6.2

I am Faisal Mahmood, I have more than 10 Years of experience in crafting tailored solutions for success, including; Business Plans, Pitch Decks, Feasibility Reports, Resumes, Cover Letters, and LinkedIn profiles. Over the past ten years, I have consistently delivered exceptional results, helping clients navigate the competitive landscape with precision and finesse. With a proven track record spanning ten years, I bring a wealth of experience to every project, ensuring not just quality but a profound understanding of evolving industry dynamics. My approach is rooted in precision, innovation, and a relentless pursuit of perfection, setting a standard that goes beyond expectations. I am damn sure that you will love my services, try me once at least. I am anxiously waiting for your messages.
$250 USD in 1 day
6.1
6.1

Hello, I’d love to assist with the development of your 3-year financial forecast. With experience in financial forecasting for service-oriented companies, particularly those in the coaching and advisory space, I can help you create a detailed, well-structured financial model that supports your growth objectives. You can check out my profile here: https://www.freelancer.com/u/aqsaishrat. Here’s what I offer for your project: -I’ll create a full 3-year forecast that includes Profit & Loss statements, Cash Flow assessments, and Balance Sheets, ensuring each element is detailed and well-organized. I will break down revenue streams and expenses, providing clear insights into each financial component, including projections based on your conservative revenue growth rate assumption. -I will use advanced Excel tools and functions to create a financial model that is both robust and easy to update, allowing you to track financial performance with ease. -Each financial statement and report will be clearly presented, making it simple for stakeholders to understand and make informed decisions. I understand the importance of having a clear financial roadmap as you launch your new company, and I’m confident I can deliver a forecast that not only meets your needs but also provides valuable insights for decision-making. Let’s connect and discuss how we can get started on this project! Regards, AqsA.
$250 USD in 7 days
5.5
5.5

Hello, With extensive experience in financial forecasting for service-based businesses, I am confident in my ability to create a comprehensive 3-year financial model for your coaching and advisory company. My approach will begin with an in-depth review of your business model, revenue streams, and expenses to ensure the forecast accurately reflects both B2B and B2C operations. Using Excel, I will build a dynamic model that includes detailed Profit & Loss statements, Cash Flow assessments, and Balance Sheets. The model will incorporate conservative revenue growth assumptions based on your business goals. Each revenue stream will be carefully broken down by client type, and I will provide a clear breakdown of expenses, ensuring all aspects of your business are accounted for. The financial model will also include visual aids like graphs and charts for better decision-making and reporting. I will ensure the model is flexible, allowing for future updates as your business evolves and new data becomes available. 'Hire Me' to receive a clear forecasting model that meets your needs and exceeds your expectations. Best Regards, Aneesa
$250 USD in 1 day
5.4
5.4

Hello, I am a business & financial Advisor with 18+ years of experience and provide services of creating Business valuations, Financial Forecasts, business plans & feasibility studies. I am MBA finance from National College of Business Administration & economics (NCBA&E) and have local & international exposure in the field of Financial advisory. I have represented my clients to National as well as international level to present their cases to investors and discuss new prospects. While working on financial plans, I will provide an editable excel file with underlying assumptions and linked financials. I can calculate EBITDA, IRR & payback period, Value business using NPV & other methods, perform sensitivity & breakeven analysis etc as per specified requirements. Because of my advanced knowledge and exposure, I feel I am the best fit for the job and can deliver you high quality financial model. Kindly have a look at my sample work and discuss the way forward. Thanks! Naveed
$265 USD in 7 days
5.0
5.0

Hey After reading the description, I wish to confirm that I can efficiently handle your project. I have impressive skills in Finance, Financial Analysis, Business Analysis and Financial Research. Having done similar tasks before, this will be easy for me. My charges are reasonable so you can receive a high-quality yet cost-effective service. Thank You . Please message me for further discussion. Sincerely, Bredah
$530 USD in 2 days
4.7
4.7

Hello there, As an experienced researcher and data scientist, data analyst, my qualitative analysis skills perfectly align with your job requirements. My profound knowledge of Python and R Studio guarantees fast learning and adaptation to new tools. Moreover, my advanced skills in Excel make me highly competent in handling large datasets efficiently—making me proficient in extracting the best insights from your transcripts. I fully comprehend the importance of working papers and meticulously preparing financial statements, especially within strict timelines. my sharp analytical skills and extensive knowledge of excel ensure that I leave no stone unturned in making sure every detail is covered under evaluation. My passion for quality, originality and meeting deadlines makes me an excellent choice for this project. I cannot wait to prove my extensive skills to you through providing actionable insights that will help guide your decision making regarding domestic charter flights.
$250 USD in 2 days
4.9
4.9

I am a seasoned content writer with nearly a decade of expertise, I empower entrepreneurs, startups, and established businesses to articulate their unique value proposition. My portfolio showcases a proven track record of crafting engaging narratives that drive results. "I deliver accurate/premium quality work with very affordable prices within 1-day deadline." My specialized content services include: 1. Business Plans and Grant Proposals, 2. Pitch Deck Presentations, 3. eBook Writing and Comprehensive Guides, 4. Website Content and SEO-optimized Articles, and 5. Professional CVs, Resumes, and Cover Letters Let's collaborate to elevate your brand's voice, amplify your message, and achieve your business objectives.
$250 USD in 1 day
4.1
4.1

My name is Rabia Faisal, I am working in the writing industry since 2011. During this time, I have served countless clients with a full amount of satisfaction by providing them with TOP Quality Solutions. I have command of all references APA, Harvard, IEEE, MLA & Chicago, etc. I will provide plagiarism-free work with 100 percent accurate grammar within your given deadline. Please message me to get Top Class Services. I am waiting; https://www.freelancer.com/u/TopWritingGuru
$250 USD in 1 day
4.5
4.5

Hi there, I have an M.B.A in Business and Finance, and more than 10 years of experience as a business consultant, I have helped clients take off their businesses and reach new heights by optimizing the strategy, research, analyzing their market and competitive position, and creating a clear and compelling business plan to articulate their opportunity. I can surely assist you in writing a business plan. While working on this, I will ensure to provide extensively researched content, which will specifically include an Executive Summary, a Business Overview, an effective Operations Plan, Market analysis and Cost Analysis, Product and Services description, Sales and Marketing strategies, a Competitive Analysis, Management Team, Financial Plan and estimated Projections. My top priority will be helping you with a high-quality write-up for this business plan. As a professional business strategist, carrying a decade of experience in the writing industry, I will be crafting a perfect plan for you that helps you focus on both short-term and long-term goals, making sure your ideas succeed. I have had the pleasure of working on several similar projects with multiple clients over different freelancing platforms; I can deliver quality work to tight deadlines. You can see an example of one of those projects in my portfolio. Feel free to engage me by sending a single text. Regards,
$250 USD in 2 days
4.3
4.3

Being an accomplished financial expert with more than 15 years of experience, I have successfully assisted numerous businesses in creating meticulous financial forecasts, balance sheets, and cash flow statements using advanced Excel functions. My ability to understand the intricate needs of different sectors and business models has been well-deserved. Given my previous engagements with B2B and B2C markets, I will be able to offer a nuanced perspective while developing your service-oriented start-up's financial projection that matches the realities of your industry. In addition to my expertise in financial forecasting, my background includes extensive work with coaching and advisory firms. This makes me particularly adept at identifying the unique drivers of success in such organizations and incorporating them skillfully into the project at hand. I always ensure detailed component breakdowns in financial reports, making it easier for decision-making processes.
$300 USD in 7 days
4.4
4.4

Hi, I can help you develop a comprehensive 3-year financial forecast for your service-based coaching and advisory company. The forecast will include detailed Profit & Loss statements, Cash Flow assessments, and Balance Sheets, with a focus on your B2B and B2C markets. With my experience in financial forecasting for service companies and understanding of the coaching and advisory industry, I will provide a clear breakdown of revenue streams and expenses, using a conservative revenue growth rate assumption. This will offer a realistic outlook for your business’s financial performance. Using advanced Excel functionalities, I will create a detailed financial model that is easy to understand and supports decision-making. The final reports will give you a clear picture of your business’s financial health, enabling strategic planning and helping attract potential investors. Let’s chat and discuss this in more detail. Regards, AG
$250 USD in 3 days
4.1
4.1

Drawing on my extensive financial analysis experience, particularly in the service sector, and my talent for crafting comprehensive financial forecasting models, I am exceptionally equipped to deliver detailed, accurate and insightful financial reports for your promising start-up. My proven success in managing a diverse clientele of over 50 businesses- including creating Profit & Loss statements and Balance Sheets- is a testament to my proficiency that would be invaluable for your project. Moreover, I understand the nuances of B2B and B2C business models, as well as the unique requisites and financial dynamics within the coaching and advisory industry. You'll find my services catered precisely to meet those needs; from setting up and cleaning accounting systems using chart of accounts + item list + customers to detailed revenue stream breakdowns – ensuring no critical aspect gets overlooked. Crucially, I am Microsoft Office certified which includes advanced processor work on Word and PowerPoint as well as Excel. Most impressively, I hold professional accounting certifications such as CPA and CMA along with proficiency sono Xero QuickBooks tirelessly complemented by a deep knowledge of LodgeIt+ which would be helpful for this context. Thank you for considering me for this incredible opportunity; I eagerly look forward to positively contributing to the growth and success of your pioneering venture through strategic financial planning.
$300 USD in 7 days
3.7
3.7

Greetings!! I fully understand the project's scope and am confident that I can provide the comprehensive financial forecasting services required for the successful launch and growth of your service-based coaching and advisory company. With a proven track record in financial forecasting for service-oriented businesses, including both B2B and B2C markets, I am well-equipped to create a detailed, three-year financial forecast. I have extensive experience working with companies in the coaching and advisory space, which has given me a deep understanding of the unique financial components of this industry. I would be happy to schedule a call to talk about your specific goals and any other information you might have that would be useful for developing the forecast. Once I have a clear understanding of your business plans, I can start working on creating a detailed financial model tailored to your needs. I look forward to the opportunity to contribute to the success of your new venture. Best regards, Pratiksha
$500 USD in 5 days
3.4
3.4

Hi, I’m Hammad, a financial expert with over 7 years of experience in creating comprehensive financial forecasts for service-oriented businesses, including those in the coaching and advisory sectors. I’ve worked with both B2B and B2C models and have a strong understanding of their unique financial needs. I’ll develop a detailed 3-year financial forecast for your new venture, including Profit & Loss statements, Cash Flow assessments, and Balance Sheets, with a conservative revenue growth assumption and detailed breakdowns of revenue streams and expenses. My past experience includes helping companies like ConsultPro Advisors and GrowthMentor build financial models that supported growth and secured funding. What sets me apart is my focus on creating flexible, real-world financial models, with scenario analysis to help you make informed decisions. Using advanced Excel functionalities, I’ll provide you with a dynamic, easy-to-understand financial model that can adapt as your business evolves. Looking forward to helping you achieve financial success! Best regards, Hammad
$500 USD in 7 days
2.6
2.6

As a Chartered Accountant backed by a wealth of experience in financial forecasting for service-oriented companies, your project would not only make the most of my profound understanding of the coaching and advisory industry financials but also aligns with my passion to help small businesses realize their vision. Having served over 100 clients from 15+ countries through virtual accounting and financial advisory services, I am equipped with the necessary skills to create and maintain detailed financial models skillfully. Furthermore, I have been involved in similar projects as yours earlier, which required me to develop comprehensive 3-year financial forecasts including P&L statements, cash flow assessments, and balance sheets. Drawing from that experience, I know how crucial breaking down revenue streams and expenses is, so it would be an integral part in your project too. Plus, being a proficient user of advanced Excel functionalities and certified in various accounting software such as Xero, Quickbooks among others adds cherry on top! Lastly, as a remote CFO specialized in delivering top-quality service, my aim is to delight clients by fulfilling their needs promptly and efficiently. By choosing me,Yash , you can be assured of not just receiving a detailed forecast with conservative revenue growth rate assumptions but also the dedication to building a long-term relationship through the process.
$275 USD in 7 days
2.7
2.7

Bangkok, Thailand
Member since Mar 10, 2020
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