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I will build excel financial model, forecasts,budget, business plan
Greetings! I am a finance professional with over 10 years professional finance and accounting experience. I have had the pleasure of working for 2 major corporations and a small private firm; however,...
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What people loved about this freelancer
thelma_gonzo
United States
A great experience! I was super nervous going into this and Jacquelyn made it so easy. Her attention to detail and knowledge is fantastic. I would recommend her to all small and large business owners that are looking for business plans and financials. I received everything I needed to take the next steps!
About this Gig
Welcome! In need of a finance wizard to perfect your business plan, transform data into solid projections, or develop valuations for investors? Look no further! With a decade of finance and accounting experience, I'm here to work magic for you! Your task is in great hands!
Experience comprehensive financial models tailored to your venture. Well-structured and dynamic, they capture current and projected performance. Suitable for debt and equity funding, personal, and business use.
You can expect:
- 3-year Projections
- Income Statement/Cash Flow/Balance Sheet
- Financial Summary
- Financial Metrics & Ratios
- Flexible Assumptions
- Value-add graphs
- Excel and PDF Report
- Logo use and customization
Reach out with questions or to clarify your needs. Let's draft a tailored model to meet them! Get ready to excel in your financial endeavors!
Industry:
Beauty & Fashion
•
Retail & Ecommerce
•
Other
Type of Loan:
SBA
•
Micro Loan
•
7a
•
504
Language:
English
Plan format:
Excel spreadsheet
•
Word doc
•
Other Business Plans Services I Offer
FAQ
What is the minimum information needed to build a model?
Most orders require the following information: Revenue Streams- Ways you plan to make money Pricing Structure- What do you charge for your products/services Launch costs- These are the one-time cost you expect to incur to start your venture On-going costs General business overview
What if I do not know my exact costs?
It is OK. We can work through this. I am able to use market and industry data to help determine cost.
How do you build projections?
This is specific to clients and their needs, but a few common approaches are: Top-Down Forecasting Bottoms-Up Forecasting Run Rates Trends in data
What does "Dynamic Model" mean?
Having a dynamic model means that you have flexible assumptions or inputs. You are able to change certain inputs and the financials will recalculate automatically. This gives you the flexibility to run scenarios or generate new sets of financials.
Do you use a generic financial template?
I do not use templates. While my flow and style are pretty consistent from model to model, every model is built up to the client's needs. This offers the most robust and agile model possible. It is a lot easier to build to suit, than forcing data into a generic model. All industries are different.
What if I have a specific model or format I want to use?
This may be possible. Please message me to determine the best path forward.
Can you fix a model I already had done?
Depending on the model, this may be possible. Please message me to discuss the best path forward; however, my preference is to not work on top of someone else's work, unless it is your own.
Do you work with non-profits?
Yes! I love non-profits as well. Please message me to discuss a direct quote, or check out my other gigs.
Reviews
268 reviews for this Gig
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| (2) | ||
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Rating Breakdown
- Seller communication level
- Recommend to a friend
- Service as described
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Most relevant
- United States
A great experience! I was super nervous going into this and Jacquelyn made it so easy. Her attention to detail and knowledge is fantastic. I would recommend her to all small and large business owners that are looking for business plans and financials....
- United States
A pleasure to work with. responsive to revision requests and knowledgeable of her craft. I would have preferred a brief follow-up consult to be included in the premium package instead of an add-on. However the documents produced were spot on! Great job!
- United States
Jacquelyn W. did an AMAZING job. She was easy to work with and understood my vision. I would recommend her to anyone and on future business expansions, New business ideas, I plan on using her services in the future.
- United States
Everything was great. My only feedback is that the front page said “services as low as $50 dollars.” But I didn’t see anything like that personally.
- United States
Jacquelyn W delivers EXCEPTIONAL quality in business planning, with her data interpretation skills and professionalism standing out! 🙌 Working with her is a breeze; she's polite, communicative, and responds quickly. HIGHLY RECOMMENDED!
Reviews
268 reviews for this Gig
| (266) | ||
| (2) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Recommend to a friend
- Service as described
Sort By
Most relevant
- United States
A great experience! I was super nervous going into this and Jacquelyn made it so easy. Her attention to detail and knowledge is fantastic. I would recommend her to all small and large business owners that are looking for business plans and financials....
- United States
A pleasure to work with. responsive to revision requests and knowledgeable of her craft. I would have preferred a brief follow-up consult to be included in the premium package instead of an add-on. However the documents produced were spot on! Great job!
- United States
Jacquelyn W. did an AMAZING job. She was easy to work with and understood my vision. I would recommend her to anyone and on future business expansions, New business ideas, I plan on using her services in the future.
- United States
Everything was great. My only feedback is that the front page said “services as low as $50 dollars.” But I didn’t see anything like that personally.
- United States
Jacquelyn W delivers EXCEPTIONAL quality in business planning, with her data interpretation skills and professionalism standing out! 🙌 Working with her is a breeze; she's polite, communicative, and responds quickly. HIGHLY RECOMMENDED!
