Email: or Phone: (317) 296-4816
Let us build your custom financial projection model.

We deliver investor and lender-ready projections!
Our Process
  • Initial details:  We start with a call to understand your business and your specific plans
  • Deliver draft model: We deliver an initial draft of the financial model
  • Phone call to review: We review the model on a call and identify required changes
  • Finalize financial projections: We make final changes and deliver final projections
What is included in the model?
  • Unlocked Excel file:  All equations are visible and editable 
  • 5 years: Monthly and annual summary projections for 5 years
  • 3 Statements: Income statement, cash flow, and balance sheet included
  • Sources: We cite our data sources in comments throughout the model
  • SBA Ready: The model will meet the requirements for an SBA loan
  • Graphs, tables and charts: Includes helpful summary graphs and charts 
 Customize your financial model as your plans change.
With the final model you will be able to quickly customize dozens of assumptions including:
  • Equipment:  Buy vs. lease
  • Financing Terms: Loan and investment terms
  • Growth Rates: Change your growth rates
  • Margins: Adjust your expected gross profit margins
  • Build out: Adjust your build out or construction costs
  • Hiring: Change the salaries and timeline for hiring employees
Expert financial modeling
Grace Cisna, our CPA, and financial modeling guru, will complete your projections and then jump on a call with you to:

  • Answer any questions you have
  • ​Teach you how to use the model yourself
  • ​Ensure your projections are investor and lender ready
As an entrepreneur you have 1,000 things to figure out.  
Save your brain cells from the spreadsheet pain, and let us build your projections for you!
 Buy Offer Now
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  Phone: 317-296-4816