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Services

What We Do

We make things simple! All you have to do is provide us with your last two or three years of your externally prepared accountant's financial statements. In addition, we'd require the details of the last two or three years of your company's fixed asset's cost and accumulated amortization. If you're beyond your last accountant prepared year end financial statements, we'll work with you to include those stub period months in the first year of the company's proforma. This information can be e-mailed, it's that quick and simple!

Completed partially by you:

  • Company assumption sheets will be provided. 

Completed fully by the proforma, on a month to month basis:

  • Detailed month to month balance sheets and cash flow statements for 4 proforma years.

  • Detailed month to month income statements for 4 proforma years, up to 4 types of sales.

  • Detailed month to month accounts receivable calculations for 4 proforma years, based on 4 collection periods.

  • Detailed month to month inventory calculations for 4 proforma years, based on inventory turnover.

  • Detailed month to month capital asset calculations for 4 proforma years with up to 7 capital asset categories and related amortization schedules.

  • Detailed month to month accounts payable calculations for 4 proforma years, based on 5 payment periods.

  • Detailed month to month short and long-term debt calculations for 4 proforma years with up to 4 debts and full loan amortization schedules.

  • Many other extras, not itemized.

We understand that every company's proforma is different. We've taken the time to understand each different type of proforma. Through this, we've developed our proforma to fit most company's. 

Estimated projected financial statements pro forma Calgary Alberta AB.

 

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