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Financial forecasting/business plan financials, business growth
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Post a project like this1596
£40/hr(approx. $51/hr)
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- Proposals: 28
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- #2716821
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ACCA, CFA Expert in Bookkeeping, Financial Reporting,Forecasting,Forensic Auditing, Management Accounting, Auditing,
Accountant, Cost Accountant, Financial Analyst, bookkeeping specialist, Management Accountant
Advanced Financial Modeler, Business Plan Writer, Investor Pitch Deck, Xero Setup and Migration expert,
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Description
Experience Level: Expert
I am the founder of a specialist financial services focused executive search firm. I'm about a year and a half into the business, trading successfully and now looking to find office space and take on my first employee by Sept 2020-Jan 2021.
Then looking to grow a boutique business to 6-8 people over the next decade. Quality over quantity - high touch and exceptional service levels.
I'm looking for an experienced business planner/accountant to:
1. Properly assess/understand my current cost base (i use QuickBooks... poorly!)
2. produce accurate forecasting re: my anticipated increased cost base (salaries, NI, office rent etc) and come up with a break-even - hopefully as an excel tool i can use as the business grows
3. Educate me - over a couple of training sessions/the project re: balance sheet, PnL, financial pitfalls etc - this is learning I would like to capture in a company "best practice" document
4. Be a guide going forward - someone we can bring in annually/as required to just assess progress/warning signs/cost savings/better ways of doing things etc.
I have a business plan - but no financials currently. Keen to focus however just on the next 2-3 years, then pick up again once on track.
Happy to work with someone from any sector - but of course "professional services" experience is preferred - my business is a high value, low volume business - no small balance, re-occurring revenues.
Timeline - currently very busy, but looking to have done over the next few months (say end April) - so happy for someone to take their time over this/fit it around more urgent work.
Then looking to grow a boutique business to 6-8 people over the next decade. Quality over quantity - high touch and exceptional service levels.
I'm looking for an experienced business planner/accountant to:
1. Properly assess/understand my current cost base (i use QuickBooks... poorly!)
2. produce accurate forecasting re: my anticipated increased cost base (salaries, NI, office rent etc) and come up with a break-even - hopefully as an excel tool i can use as the business grows
3. Educate me - over a couple of training sessions/the project re: balance sheet, PnL, financial pitfalls etc - this is learning I would like to capture in a company "best practice" document
4. Be a guide going forward - someone we can bring in annually/as required to just assess progress/warning signs/cost savings/better ways of doing things etc.
I have a business plan - but no financials currently. Keen to focus however just on the next 2-3 years, then pick up again once on track.
Happy to work with someone from any sector - but of course "professional services" experience is preferred - my business is a high value, low volume business - no small balance, re-occurring revenues.
Timeline - currently very busy, but looking to have done over the next few months (say end April) - so happy for someone to take their time over this/fit it around more urgent work.
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Yomi A.
100% (23)Projects Completed
24
Freelancers worked with
15
Projects awarded
79%
Last project
7 Dec 2020
United Kingdom
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