Produce a Yearly Financial Forecast and Upload it to Xero
$260
Explore the marketplace!
What you get with this Offer
Production of a yearly financial forecast and upload it to Xero to allow you to measure your financial performance
YOU MUST HAVE AT LEAST 6 MONTHS OF FINANCIAL DATA WITHIN XERO OR FROM ANOTHER ACCOUNTING SYSTEM FOR ME TO DO THIS
I will need as much information from you as possible about any potential changes to the business for the 12 months i will producing the forecast for.
To produce the forecast i will do the following;
Access your Xero or the system / excel work books the data is held in.
Review the financial data provided
Review the business changes you have informed me of
Produce a 12 month financial forecast model
Provide you with the Model and any commentary
Have a 1 hour phone call to discuss the model
Make any changes discussed in the call
Submit a final model
Agree via email that the model is satisfactory
If needed Agree any additional work required and the hours required to complete the changes (our hourly rate can be bought through PPH under our bookkeeping service)
Upload the model into Xero
YOU MUST HAVE AT LEAST 6 MONTHS OF FINANCIAL DATA WITHIN XERO OR FROM ANOTHER ACCOUNTING SYSTEM FOR ME TO DO THIS
I will need as much information from you as possible about any potential changes to the business for the 12 months i will producing the forecast for.
To produce the forecast i will do the following;
Access your Xero or the system / excel work books the data is held in.
Review the financial data provided
Review the business changes you have informed me of
Produce a 12 month financial forecast model
Provide you with the Model and any commentary
Have a 1 hour phone call to discuss the model
Make any changes discussed in the call
Submit a final model
Agree via email that the model is satisfactory
If needed Agree any additional work required and the hours required to complete the changes (our hourly rate can be bought through PPH under our bookkeeping service)
Upload the model into Xero
What the Freelancer needs to start the work
Access to your financial data and information about any future changes to the business
We collect cookies to enable the proper functioning and security of our website, and to enhance your experience. By clicking on 'Accept All Cookies', you consent to the use of these cookies. You can change your 'Cookies Settings' at any time. For more information, please read ourCookie Policy
Cookie Settings
Accept All Cookies