- Accounting
- Bookkeeping
- Payroll Processing
- Billing
- A/R Management
- Tax Preparation
- Tax Resolution
- Tax Planning
- Management Consulting
- New Business Start-up
- Debt Settlement
Professional Financial Services
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.
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