Financial Plan Services

​Financial Plan
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THEY SAY IT'S ALL IN THE NUMBERS... 

Of all the reasons as to why businesses fail, insufficient cash flow is one of the most common. And often it is not due to the lack of business itself or sales generated, but the mismanagement of the available funds. Cash is the lifeblood of your business, and without proper cash flow management and planning your business will die. 
 
Cash flow is vital but is not all you need. Having an understanding and an estimate of your set up costs, forecast of a profit and loss account and your business break-even point are paramount to starting and running a successful business. Planning ahead identifies your borrowing needs and supports your funding application, allows you to monitor business performance and uncovers potential problems before they become an issue.  

Professional Business Plans specialises in financial plan services for new businesses and has a track record of helping secure funding for new ventures. You can order your Financial Plan as a separate document or to support your Startup Business Plan.

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Benefits of a professional Financial Plan:
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  • Avoid Surprises, Plan For Success, Secure Funding
  • Summarises your Start-up costs or Expansion costs
  • Clarifies viability of your business idea and helps to prevent you from going into a business that will not be successful
  • Identifies your borrowing needs
  • Helps you to secure funding 
  • Sets financial performance targets
  • Highlights periods when your business may need extra financial help
  • Helps you to spot problems early so you can make plans for the necessary solution 
  • All information you provide us with is confidential

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What is included in a Financial Plan?
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  • Summary of Start-up costs or Expansion costs (for existing businesses)
  • Sales projections by month
  • Cash Flow projections by month
  • Annual Profit and Loss account projections
  • Break-even analysis (if required)
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How does it work? How long does it take?
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  1. Call us on  02 4295 0079 or Request a Call Back 
  2. Book a time to brief our friendly planner over the phone
  3. One hour (approximately) telephone briefing is conducted to confirm the scope of works and pick up details 
  4. We send you an invoice for the full amount  
  5. One business day following our receipt of the full payment you will receive a draft Financial Plan for your comments / approval
  6. One business day following our receipt of your comments you will receive your final Financial Plan
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How much does a Financial Plan cost?
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A 1-year Financial Plan ordered together with your Business Plan costs $295, every subsequent year is $100. 

​A 1-year Financial Plan ordered as a separate document costs $395, every subsequent year is $100. 

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Professional Business Plans
is a CPA Practice
​Confidentiality

​You can be assured that any information you supply to us will remain confidential and we will not pass it on to any third party.

Why choose Professional Business Plans?

  • Benefit from our extensive experience in writing business plans, which helps secure funding and get new ventures up and running quickly

  • Minimise risks with our quality financial forecasting
 
  • Tap into our knowledge of entrepreneurs' needs when starting a business
 
  • Get your market questions answered through our access to the latest information and analysis
 
  • Take advantage of our affordable prices
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  • Friendly, competent planners

  • Get results fast 
Professional Business Plans logo
ABN 98 102 344 585
​Liability limited by a scheme approved under Professional Standards Legislation

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Professional Business Plans develops professional financial plans and financial models for clients across Australia, including Sydney, Melbourne, Brisbane, Gold Coast, Sunshine Coast, Cairns, Darwin, Perth, Adelaide and Hobart.