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Products and Templates Available from BFS
Pro-forma Template (Excel)
 
Comprehensive pro-forma model including sales forecast, personnel forecast, capital equipment and depreciation 5 year income statement by month, 5 year balance sheet, 5 year statement of cash flows, Investment analysis with ROI.
 
 
Financial Statement Template (Excel)
 

For professional looking financial statements, use this template which includes Income Statement –Monthly and Year-to-date (with comparison to budget), Balance Sheet, Statement of Cash Flows, and Change in Members’ Equity.

Business Plan Template (Word)
 
Comprehensive example of how a business plan should be laid out in order to attract capital.
Personal Financial Statement Template (Excel)
 

In order to obtain capital for your business, you may have to provide a personal financial statement.  This template will allow you to whip through the process quickly.

 
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Burke Financial Services - 448 Blue Heron Circle - Bartlett, IL 60103 - 630.710.3059 - RBurke@bfs-cpa.com

Burke Financial Services - 448 Blue Heron Circle - Bartlett, IL 60103 - 630.710.3059 - RBurke@bfs-cpa.com