Financial Markets

Opening Day Balance Schedule

Starting a business is exciting — but knowing your financial starting point is essential.

Our opening day balance schedule shows exactly what your business owns and owes on day one. We list your assets, liabilities, and capital clearly, so you start with organized, accurate numbers and full confidence.

This helps you track growth, plan better, and avoid confusion later.

We prepare everything in a simple, easy-to-read format using tools like Microsoft Excel so you always understand your financial position.

Breakeven Analysis

Know exactly when your business starts making profit.

Our breakeven analysis shows how many sales you need to cover your costs and move into profit. We study your expenses, pricing, and targets, then give you clear numbers you can use to plan with confidence.

We prepare simple reports using tools like Microsoft Excel or Power BI so everything is easy to understand.

Make smarter decisions. Price correctly. Grow safely.

Personal Financial Statement

Understanding your personal finances is the first step toward smart decisions.

Our personal financial statement service gives you a clear picture of what you own, what you owe, and your true financial position. We organize your income, assets, liabilities, and expenses in a simple, easy-to-read report so you can plan loans, investments, or future goals with confidence.

Clear numbers. Better planning. Peace of mind.

We prepare everything in a simple format using tools like Microsoft Excel so it’s easy to understand and update anytime.

1-Year Profit & Loss Projection

Planning your future starts with understanding your numbers.

Our 1-year profit and loss projection shows how much your business can earn and spend over the next 12 months. We estimate your sales, costs, and profits in a clear, simple way so you can set goals, plan expenses, and grow with confidence.

No complicated finance terms — just clear numbers you can use to make better decisions.

We prepare easy-to-read reports using tools like Microsoft Excel so you can track your progress anytime.

3-Year Profit Projections

Big goals need a clear financial vision.

Our 3-year profit projection shows where your business can go in the next three years. We estimate your future sales, expenses, and profits in a simple, realistic way so you can plan growth, attract investors, and make confident decisions.

Clear numbers today. Stronger business tomorrow.

We prepare easy-to-understand reports using tools like Microsoft Excel so you can track your progress anytime.

SCORE Financial Projections

Planning your business future starts with clear numbers.

Our SCORE financial projections follow the trusted methods used by SCORE to help entrepreneurs understand their future sales, expenses, and profits. We build realistic projections that support business plans, loan applications, and smart decision-making.

Simple, clear forecasts you can trust — so you can grow your business with confidence.

We prepare easy-to-read reports using tools like Microsoft Excel so you can track and update your numbers anytime.

Financial History & Ratios

Understanding your past numbers helps you build a stronger future.

Our financial history and ratio analysis reviews your previous results and turns them into clear insights. We study your revenue, costs, profits, and key financial ratios to show what’s working, what needs improvement, and where your business can grow.

Simple explanations. Clear direction. Better decisions.

We prepare easy-to-read reports using tools like Microsoft Excel so you can track your performance anytime.

SCORE OnDeck Balance

Starting or growing a business requires clear financial planning.

Our SCORE OnDeck balance service prepares professional balance sheets using trusted methods from SCORE and financing standards like OnDeck. We organize your assets, liabilities, and equity in a simple, accurate way to support loan applications, investor meetings, or better financial planning.

Clear numbers. Strong financial foundation. Confident decisions.

We deliver everything in an easy-to-read format so you always understand your business position.

Startup Expenses Planning

Starting a business is exciting — but knowing your real costs is essential.

Our startup expenses service helps you list and calculate everything you need to launch, from equipment and licenses to marketing and daily operating costs. We organize your expenses clearly so you can plan your budget, avoid surprises, and start your business with confidence.

Clear costs. Smart planning. Strong start.

We prepare easy-to-read expense plans using tools like Microsoft Excel so you can track your spending from day one.