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Click Here to see
the unique FEATURES
of our projection tools.






Trying to lose weight?
Click here for some
practical nutrition tips.






Free online bookkeeping






Morningstar



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Projection Templates


Our time-tested financial projections have been developed into a very user-friendly format!
Now anyone can produce statements that will create instant credibility with banks, VCs, Angel Investors, or with upper management!
You won't find more sophisticated and user-friendly projection tools anywhere else!

Click one of the Demo Files below to see the basic architecture of our Business Modeling Tools.
The .PDF file is a sample from the 'Complete Set of Financial Statements'.
Input Cells are highlighted in Yellow. Assumption over-rides are highlighted in Orange.
Output pages are labeled with a (P).

Click Here to Purchase a Projection!

We Have Four Projection Templates to Choose From!


PROJECTED INCOME STATEMENT
WITH ASSUMPTIONS:
For Internal Financials.
Not Recommended for Formal Proposals.
COMPLETE SET OF PROJECTED
FINANCIAL STATEMENTS:
Works well for small business plans, cash modeling, projections, etc.

PROJECTED FINANCIALS WITH
RATIOS & FINANCIAL ANALYSIS:
PROJECTIONS, RATIOS, FINANCIAL
ANALYSIS, & ALTMAN's Z-SCORE!
We recommend you use the expanded business plan narrative with this template


Are you Preparing a Multi-Million Dollar Proposal?

Add one of our financial projections to a more comprehensive business plan narrative. Don't pay $20,000 for a business plan ever again!


Would you like us to Review Your Business Plan before you submit it?

If you are interested, we will use our time-tested underwriting process to review your plan and give you feedback.
This service is only $1,500, and it includes the services of four experts, including a CPA and a CFP with over 40 years of combined experience.


Would you prefer a Customized Projection?

If you would like a Projection with expense categories that more closely resemble your company, we can customize a template for you very quickly, affordably and accurately!
  • Name Changes on the Income Statement or Balance Sheet - $15 per line.
  • Formula Changes on the Income Statement - $30 per line (except Labor Expenses).
  • Additional Expense items - $60 per line.
The spreadsheet is complicated, but it is organizied and systematic, so we are able to make changes to the template quickly and accurately. After you purchase a template, just let us know (in writing) what changes you would like. We can often make changes within 48 hours!


Too busy to prepare the first draft?

Send us your historical financial statements - including employee census data. We'll enter your financial data into the template and send you the file. The only thing left would be to update your projected assumptions: Headcount, cost, etc. This service starts at only $200 plus the cost of the Projection Template!


Please contact us if we can be of service to your company. We are very interested in helping you succeed as you strive to serve your clients and your comunity!


Click Here to

SEE A LIST OF FEATURES THAT MAKE OUR PROJECTION TOOLS VALUABLE AND USER-FRIENDLY.






PROJECTED INCOME STATEMENT:

Click Here to Purchase Online!
This Financial Modeling tool is designed to work for almost any business: Service, Construction, Manufacturing, Retail, etc.. It includes an Income Statement, financial assumptions by line item, Projected Sales Schedule, Projected Workforce, Projected Depreciation Schedule, Binder cover and table of contents!
  • Input Cells are highlighted in Yellow. Each (income and expense item) is calculated using a predictive algorithm. You control the formulas by entering the information you feel is appropriate for your business.
  • Numbers are updated instantly and displayed on the assumptions page. This makes it very easy to test different scenarios!
  • Output pages are labeled with a (P). When you are ready to print your projection/budget, simply go to each worksheet with a (P) in the label and click "print".
  • This program creates a very professional and impressive 3-year projection!
    The first year is detailed by month!
This is the perfect tool for budgets or internal projections!
This template might not work for Loan Packages or Equity Financing proposals. We highly recommend one of our full sets of Financial Projections for formal proposals. You should check with your lending institution before using this report as part of a loan proposal or a business plan.



COMPLETE SET OF PROJECTED FINANCIAL STATEMENTS:

Click Here to Purchase Online!
This Financial Modeling tool has all the functionality and support schedules described in the Projected Income Statement, but it produces a full set of Projected Financial Statements!
  • Balance Sheet
  • Income Statement
  • Direct Method Cash-Flow Statement!
    There are 20 categories of General and Administrative Expenses.



    PROJECTION with FINANCIAL ANALYSIS:

    Click Here to Purchase Online!
    This plan has all the functionality of the small business plan with a few features added:
    • There are 25 categories of General and Administrative Expenses.
    • Ratio analysis and Benchmarks are added for your convenience, including the Current Ratio, Average Collection Period, Times Interest Earned, Debt to Equity, Fixed Asset Turnover Ratio and more!
    • Ratios and Indicators are calulated automatically for historical Activity and Projections!


    PROJECTION with FINANCIAL ANALYSIS and ALTMAN's Z-SCORE!

    Click Here to Purchase Online!
    The Altman's Z-score is widely used to measure a small business' relative viability:

    The Alt-Z analysis and the ratios are great financial management tools! Banks and business professionals use these tools to assess your company, so you will provide added credibility by integrating them in your financial presentation.



    Please contact us if you are interested in hearing more about these license options.











    Click here to see
    THE DEVELOPMENT HISTORY OF
    OUR PROJECTION TOOLS




    You will receive two file types that can be downloaded to your PC:
  • A '.xls' worksheet file
  • A '.htm' worksheet file.
    The .xls file is by far the more feature-rich file, but if you don't own spreadsheet software that reads this format, you will also find the .htm file very useful!

    Still not convinced that our projection is the most
    user-friendly and sophisticated product available?
    Please visit our "Services" page to see a list of testimonials and endorsements.


  • Comming Soon!
    We plan to offer our
    projection templates online
    as a subscription.