Over 10 years we help companies reach their financial and branding goals. Maxbizz is a values-driven consulting agency dedicated.

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+1-800-456-478-23

411 University St, Seattle

maxbizz@mail.com

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Financial Forecasting

Financial Modeling, Projections, and Forecasting

Max Accounting Firm offers comprehensive financial modeling, projections, and forecasting services to help businesses accurately plan for their financial future. Whether you are seeking investment or applying for a bank loan, our expert financial models and detailed projections will provide you with the insights you need to make informed decisions. We create visually engaging spreadsheets and presentations that present your business’s financial outlook in clear graphs and charts, offering peace of mind as you plan for growth and success.

Our portfolio includes services tailored to both small and medium-sized enterprises (SMEs) and large corporations, whether you are a startup or an established business. We cover all major aspects of financial analysis, ensuring you have a well-rounded financial plan for any future venture. The following are key elements of our financial modeling and forecasting services:

Professional Financial Analysis & Ratio Analysis Report:
A thorough analysis of your business’s financial health, including key ratios to assess performance and profitability.

Vertical Analysis & Trend Analysis:
Evaluation of financial statements to understand the relationship of each item to the whole, and to identify trends over time.

Projected Profit and Loss Statement:
A detailed projection of expected revenue, expenses, and profits over a given period.

Projected Balance Sheet:
A future projection of your business’s assets, liabilities, and equity, providing a snapshot of financial position.

Projected Cash Flow Statement:
A forecast of cash inflows and outflows to help manage liquidity and ensure financial stability.

Revenue Projections:
Estimation of future revenue streams based on market trends, business performance, and growth strategies.

Break-even Analysis:
Analysis to determine when your business will become profitable by calculating the point at which revenues equal expenses.

Loan Amortization:
A detailed repayment schedule for loans, showing how principal and interest payments will be distributed over time.

Personnel Plan Sheet:
A comprehensive breakdown of your workforce plan, including salaries and projected hiring needs.

Business Ratios & Analysis:
A breakdown of important financial ratios to evaluate operational efficiency and profitability.

Graphical Representation of Financial Indicators:
Visual graphs and charts to help track financial performance and trends over time, accompanied by tables for further analysis.

CAPEX and OPEX Analysis with Startup Sheet:
A detailed analysis of capital expenditures (CAPEX) and operational expenses (OPEX), including projections for startup costs.

Capital Requirement Analysis:
Evaluation of the amount of capital needed to support business operations and growth, including funding sources.

Auto-calculated Excel Spreadsheet:
A user-friendly, dynamic Excel spreadsheet that allows you to modify and adjust financial figures as needed, with auto-calculation features for accuracy and convenience.

Our financial models and forecasts provide a reliable foundation for decision-making and strategic planning. Let us help you craft a comprehensive financial plan that will guide your business towards long-term success.

Our specialists are ready to provide an analysis of both the market as a whole and its individual components (competitors, consumers, product, etc.), using practical methods and starting from your research goals.

We are Always Ready to Assist Our Clients

developing financial processes and procedures

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audit assurance
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business innovation
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finance strategy

How It Works

  • Initial Consultation
    We begin by understanding your unique needs and objectives to tailor a strategy for you.

  • Customized Approach
    Our experts design a personalized plan suited to your specific financial goals.

  • Execution
    We implement the strategy efficiently, ensuring all necessary steps are taken with precision.

  • Ongoing Monitoring
    We monitor progress consistently, making any required adjustments to stay on track.

  • Regular Reporting
    You’ll receive detailed reports with clear insights to guide your decisions.

How We Do It

    • Expert Team
      Our team consists of skilled professionals with deep knowledge of each service area.

    • Advanced Tools
      We utilize the latest technology and industry tools to ensure accuracy and efficiency.

    • Tailored Solutions
      Every service is personalized to meet the distinct needs of your business or financial situation.

    • Transparent Communication
      We provide clear, ongoing communication, ensuring you are informed every step of the way.

    • Commitment to Excellence
      We are dedicated to delivering the highest quality results, ensuring full satisfaction.

“I cannot give you the formula for success, but I can give you the
formula for failure. It is: Try to please everybody.”
david oswald

Business Planning & Strategy

Nurture promoters, your loyal customers who are more profitable and will advocate for your business—both in good times and bad.

Customer-focused businesses build a virtuous cycle we call the “customer wheel.” We help you at every stage of growth, developing custom solutions and collaborating with all levels of your organization. Identify quick, targeted customized solutions and operational improvements.

Services
Contacts
Visit Us

47 W 13th St, New York, NY 10011, USA

Have Any Questions?

+1 (845) 787-3518

Mail Us

info@maxaccountancy.com

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It’s our pleasure to have a chance to cooperate.

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