3-year Financial Projections (x3 revisions)

750.00

We will prepare your company’s 3-year Financial Projections, includes:

  • planning session (1 hour)
  • review session (1 hour)
  • completion session (1 hour)

We believe that every business should have a 3-year financial budget to plan where you want to be heading. This gives direction to the board and the entire team as to what the business is trying to achieve so you are all working in sync.

We’ll also create, manage and update a rolling 12 month 3 way forecast of profit & loss, cash-flow and the balance sheet so you always know what the future financial performance and position of the business looks like, based on what we already know today (committed sales and costs).

This is about bringing the future into the present so you can do something about it.

Category:

PRODUCT SPECIFIC TERMS AND CONDITIONS:

The advice that we give can only be as good as the information on which it is based. In so far as that information is provided by you, or by third parties with your permission, your responsibility arises as soon as possible if any circumstances or facts alter, as any alteration may have a significant impact on the advice given. If the circumstances change therefore or your needs alter, advise us of the alteration as soon as possible in writing.

Responsibilities

You are responsible for providing us with the information and explanations necessary for the preparation of budgets and forecasts.

You are responsible for checking and agreeing the validity of the assumptions that are used in the preparation of the statements.

The forecasts relate to future events and consequently actual results are likely to differ from the forecasts. We cannot accept any responsibility for any loss or damage occasioned to any person acting or refraining from acting as a result of any material or report contained in the forecasts.

Our service to you

We will prepare from the information and explanations provided by you, budgets and forecasts for the specified period.

We will discuss with you the assumptions that have been used.

We will not be carrying out any audit work as part of this assignment and accordingly we will not express an opinion on the forecasts.

Income Limit

Companies with more than €250,000 in annual revenue or investment income will be subject to further charges as the volume of work will increase.

Online Service

Our 30 minute advice sessions are only performed online using Zoom or Google Meets. Once you purchase this service you will be invited to select a time and date that suits you and receive a confirmation email and online calendar invitation.

No-Show Policy

If you do not present for the online advice session, no refund is given.

Cancellation / Reschedule

Cancellations or reschedule requests can only be requested with a minimum of 24 hours notice.

Refunds

Refunds for cancelled sessions will be given if at least 24 hours notice is given (less applicable transaction fees).

Complexity

Only common accounting advice can be given – if you require detailed advice relating to a specific case, we will recommend research is undertaken and this will have further charges.

Anti-Money Laundering

You will be asked to securely provide proof of identity.

Letter of Engagement

Yes! We provide everyone with a Letter of Engagement for your protection.

Revenue Limit

Companies with more than €250,000 in annual revenue or investment income will be subject to further charges as the volume of work increases.

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