Model Highlight
Highly versatile and user-friendly Bookkeeping Agency Excel Financial Model Template for the preparation of a Pro Forma Income Statement For Startup, Cash Flow Statement, and Balance Sheet with a monthly and annual timeline. Works for a startup or existing bookkeeping agency business Use Bookkeeping Agency Excel Pro Forma Template before acquiring bookkeeping agency business, and get funded by banks or investors. Unlocked - edit all - last updated in Sep 2020.
Model Overview
Simple-to-use yet sophisticated bookkeeping agency excel financial model template tool. Whatever size and business development stage are, with minimal planning experience and very basic knowledge of Excel you can get complete and reliable results.
FINANCIAL MODEL ADVANTAGES
- Assess The Feasibility Of Your Idea With Bookkeeping Agency Financial Projection Model
- Attract Top Talents
- Forecast All 3 Financial Statements With Bookkeeping Agency Budget Financial Model
- Identify Bookkeeping Agency Cash Inflows And Outflows
- Generate Growth Inspiration With Bookkeeping Agency Financial Model Excel Spreadsheet
- Reckon A Break-Even Point And Return On Investment
- Inspire Your Team With Bookkeeping Agency Financial Projection Template
- Better Understand Competition
BOOKKEEPING AGENCY BUSINESS PLAN PRO FORMA TEMPLATE EXCEL KEY FEATURES
Saves you time
Allows you to spend less time on finances and more time on your products, customers and business development
Currency for inputs and denomination
Define any currency code or symbol and preferred denomination (e.g. 000s).
All necessary reports
When creating a Bookkeeping Agency 3 Way Forecast, you will not need to independently prepare financial reports and study the requirements for them. Our Excel template contains all the necessary reports and calculations that correspond with the lenders demand.
External stakeholders, such as banks, may require a regular forecast.
If the business has a bank loan, the bank will ask for a Bookkeeping Agency Three Way Financial Model regularly.
Saves you time
Allows you to spend less time on cash flow forecasting and more time on your products, customers and business development
Get Investors to Notice
Most entrepreneurs can't get investors to return their calls. With the Bookkeeping Agency Excel Pro Forma, you will secure meetings with potential investors easily.
WHAT WILL I GET WITH BOOKKEEPING AGENCY BUSINESS PLAN PRO FORMA TEMPLATE EXCEL?
Sources and Uses
The sources and uses of funds template shows how the company manages its funds. It shows the primary funding sources to which the company has access. It also shows the company's spendings. The sources and uses statement is critical for start-ups.
Financial KPIs
Here you can visually track key financial indicators over the five years period as well as 24 months period. - EBITDA/EBIT shows your company's operational performance - CASH FLOWS shows your company's inflows and outflows - CASH BALANCE this is the forecast of cash in hand you will have.
Benchmarks
This 3 Way Financial Model Template has a tab for financial benchmarking study. This study involves a financial analysis performance and comparing the company's results with other companies' financial indicators in the industry. Conduction of the financial benchmarking study helps users assess a company's overall competitiveness, efficiency, and productivity.
Break Even
A break-even analysis tab in this Financial Model Excel shows the break-even point. This calculation illustrates when your company is supposed to become profitable. In other words, a break-even point indicates when the company's overall revenues exceed its expenses.
Valuation
With our pre-built valuation template in the Bookkeeping Agency Cash Flow Proforma Template, you will receive all the data your investors might need. The weighted average cost of capital (WACC) will show your stakeholders the minimum return on enterprise funds invested in its activities capital. Free cash flow valuation will show a cash flow available to all investors, including shareholders and creditors. Discounted cash flow will reflect the value of future cash flows in relation to the current time.
Top Revenue
This Excel Pro Forma has a tab for a detailed analysis of the company's revenue streams. With this template, users can analyze the revenue streams by each product or service category separately.
CAPEX
This Bookkeeping Agency Business Plan Pro Forma Template Excel consist a CapEx calculation with pre-built formulas helps users calculate the volume of capital expenditures using numbers in the pro forma p&l statement and balance sheet.
