Week 5–Build a first draft of of the first year’s monthly income statements, cash flow statements, and year end balance sheet in a spreadsheet. The instructor will then critique (read rip it up) and you can then revise for the next financial assignment. A lot of students have difficulties with numbers and financial statements. Templates will be made available to make this a little less formidable.
Financial Plan (First Draft)
This week, you will build your draft financial plan. You only need to do it for the first year. You will have a chance to carry the plan out to the out years in next week’s assignment. For this week complete the following:
Note: Use Excel or compatible spreadsheet to build your first year pro-forma. Templates are available here to make this MUCH easier.
Financial Projections Model v6.8.3
Financial Projections Excel Spreadsheet
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