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Input Data - what we need...
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Your estimates of Sales, Costs, Overheads etc.
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Forecast Information and Assumptions
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Your latest Balance Sheet - management accounts (or year end accounts)
It's easy ...
Sales and Costs estimates :-
Most clients send us their own spreadsheets detailing forecast P&L information (sales and costs etc) and we are happy to work from these. Some use our simple P&L Template - see below.
Forecast Information
Enter information and assumptions on our easy to complete Forecast Questionnaire spreadsheet. Complete as much information as possible - essential for accurate forecasting.
Balance Sheet
Your Forecast needs a start point - usually the last available management accounts balance sheet. Alternatively send your last Annual Accounts as a start point.
.... and we are here to help - by email or phone
..... and it's thorough
When we receive your Input Data, we carefully review your information and follow up with a Forecast Discussion (by phone) to clarify any issues and fill in any gaps. We can't prepare a forecast unless we understand your business and your Input Data.
Graphics of our Forecast Questionnaire and P&L Template are shown below.
Click here ....... to download a Forecast Questionnaire
and (if required) click here .... to download a P&L Template
Forecast Questionnaire
P & L Template
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