Business budget and financial forcasting

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Remote (anywhere)
Freelance / Casual

I am a 50% shareholder in a regional circus school. My business partner wants me to buy her out for $45k. This amount can be paid to her over 12 months. I do not want to get a loan to pay her back, I would like to do it from business takings.

I need someone familiar with business budgeting to create a budget for me, so I can pay back my business partner within 12 months, continue to draw a wage, and have the business make a profit of at least 25k after tax.

I need to know how much I can spend on wages for other staff, after all of the above and operating expenses, tax etc

My accountant has prepared a financial forecasting spreadsheet. I need someone to go over it with me.

Requested by
Rosa P.
Joined Jan 2018
Submitted 4 Jan 2018 at 07:56
Expired 1 year ago
Bidding guide $30 - $250
Average bid $330.00

bs consulting

Hi Rosa, I've written budgets and produced Profit and Loss and statements of Cash flow before. All I need is your basic financials and an example of the loan you would have to take out if you were not able to fund it from takings. I could then cost out a business case for you pretty accurately, I am allowing 7 days for the project to ensure thoroughness.

Regards Red, BS Consulting.

Deliver in 7 days


I have graduated from the Bachelor of Commerce at The University of Melbourne, and am an avid investor who has helped many people purchase small businesses.

Analysing the spreadsheet your accountant gave you will be a piece of cake.

I am currently working for a property developr and a builder, and have an abundance of budgeting resources that can help you, above and beyond what your accountant has provided.

Let me know if you have any queries.

Deliver in 2 days
N K Business Consulting

Hi, I have worked as a consultant for many companies and helped develop budget/forecasting tools. I will definitely be able to help outline revenue/expense projection and create simple tool for you to manage budget going forward including tax implications.

Deliver in 1 day
Ewen Findlay Consulting

Hi Rosa, I'm a CPA qualified Accountant with +15 years experience, particularly recent experience in the development of cashflow forecasts, budgets. I'd be happy to advise you on the best approach to reach your objective & create a budget that you can use to monitor performance against this objective (there's no point in creating a budget & then forgetting about it). I could complete over the next couple of days. I'm currently between contracts so have the flexibility to devote my time to your project. Thanks, Ewen

Estimated 6 hours
Brett Nangle

Sounds like a fascinating project!

And the task looks right up my alley. I've been generating business plans, financial models and investment proposals for around 15 years.

I've worked with large and small companies, including several founders. I feel the major contributions I make to founders are 1. strategic clarity and structured thinking, 2. robust and professional documentation, and 3. momentum.

I am able to quickly understand businesses or projects, build strong relationships and deal with ambiguity, utilising both my broad and specialist knowledge base to quickly add value to any organisation as a professional consultant.

Key Achievements:

Successful seed fundraising for small businesses. Business plans for a variety of SME startups 3.Comprehensive board, managment and statutory reporting. Compliance - GST, superannuatiion, payroll, FBT, insurance, workers compensation Extensive budgets and forecasting Feasibilty analysis - new business Set internal strategies and negotiated with external stakeholders to implement various 'first to market' initiatives. Austrade endorsed consultant on R&D and Export Marketing Grants. Qualifications - Registered Tax Agent, Registered ASIC agent, Austrade registered for R&D & EMDG, Full member of Institute of Public Accountant, Fully insured for Professional Indemity, and you have the ATO 'Safe Harbour" rules protecting you.

We are happy to provide a guarantee on our work and your satisfaction.

Contact us to get started on 0412 701 420

Brett Nangle Success Tax Professionals (Mooroolbark)

Estimated 2 hours
Zero to Professional Consulting

Hi Rosa, I’m happy to do it for $500.

Deliver in 1 day

Hi Rosa, I would have thought your accountant would be able to assist you with this as they would know you yearly expenses etc.

Andrew Kemp

Hi Rosa,

I also would have expected your accountant to help with such a plan. But if you need to do it on your own you can project a tax figure for the 12-month period based on past returns. Combine this with known business costs including the buyout, add a 5-15% margin for error (based on forecast confidence) and balance this against gross earnings and you should be able to gain an idea of how viable such an acquisition is. There are variables, but you should be fine.