Pro Forma Statements to Secure Your Financial Future
Map cash inflows, predict annual budgets, and implement effective financial contingency plans with pro forma analysis. These financial statements help you set an organized business structure and future-proof your business from financial risks today.
How Do Pro Forma Balance Sheets Guide Your Financial Planning?
Pro forma financial statements are like financial GPS. They help you dodge risks and spot potential growth opportunities. Our team showcases hypothetical scenarios based on past data and helps you focus on your business budget for the next 3-5 years.
Complete Pro Forma Analysis for Reliable Cash Flow Projections
Oak Business Consultants provides an accurate picture of your financial future by depicting cash flow estimates and operating expenses. We offer a complete range of pro forma financial statements, including these four types:
Pro Forma Statements For Annual Projections
Get a glimpse into your business’s financial health for the coming year, complete with financial ratios and financial reports.
Pro Forma Statements For Financing Or Investment
Show your potential investors the progress your business aims to make using the equity ratio and other crucial metrics.
Pro Forma Statements Based On Past Acquisitions
Understand the financial impact of previous decisions and the effect on your financial accounting.
Pro Forma Statements For Risk Analysis
Identify and manage potential business risks, understanding your current ratio and financial ratio analysis.
Balance Budgets and Debts with Strategic Planning
Present smart pro forma balance sheets to address potential investors’ ‘what-if’ financial scenarios and build their confidence in your business. Whether they’re looking at how you’ll manage your current assets, deal with liabilities, or anything else, pro forma analysis helps you at every step.
Future Expenses
Predict budget projections and financial expenses to map your growth trajectory using accurate budgets.
Capital Ratio
Evaluate financial health and check if your anticipated expenses are enough to cover your liabilities and additional expenses.
Debt to equity ratio
Analyze how much your capital structure runs on debt versus owner investment through the debt-equity ratio.
Key Details We Require to Create Your Pro Forma Balance Sheets
Using pro forma analysis for financial decisions is simple. We only need your sales projection for the same accounting period to create pro forma financial statements. We also offer professional financial modeling and business planning services. Whether you need the plan from scratch or require a review of your existing one, we’ll help you.
Pro Forma Financial Statements Versus Financial Budgeting
Pro forma statements and business budgets work differently. It gives a forecast or prediction of future finances. A budget is a plan that uses this forecast to outline how money should be managed. You can predict hypothetical outcomes with pro forma balance sheets, and the budget helps you decide what actions to take based on that prediction.
Why Choose Oak Business Consultant For Pro Forma Analysis?
Secure your future revenue with accurate forecasts. Our bookkeeping consultants optimize your cash inflows, business performance, and income statements. We provide professional accounting services to identify potential risk factors and minimize them.
Value for Money
Our services deliver solid value, ensuring your investment is well-spent.
Result-Oriented Approach
We prioritize results, helping your business succeed.
Extended Customer Support
Get after-sales help, including expert advice for your future needs.
Dedicated Teams
Our team specializes in multiple fields and provides focused, high-quality service.
Experienced Consultants
Oak experts understand your business needs and deliver strong results.
Incredible Work Ethic
We are committed to providing quality services with high work ethic.
Voices of Victory: Client Testimonials of Triumph
Stacey Powell
CEO
Services: Cash Flow Analysis Tool
Industry: Consulting Firm
The Oak Business Consultant team demonstrated exceptional expertise in Excel and financial data management. They took a complex set of accounting reports from my client and successfully integrated them into an existing spreadsheet framework with minimal direction. Not only was the task completed efficiently, but the final product was enhanced with pivot tables and visual dashboards. I look forward to working with them again for future financial analysis and reporting needs.
Lalit Vidhani
Consultant
Services: Financial Model, Business Plan, Pitch Deck & Market Research
Industry: Blockchain
Excellent and professional approach and I am happy with the results. The working with team Oak Consultant was wonderful and all assignments were completed with lot of energy and professionalism by members of the team.
Dani Shahfeh
Founder & CEO
Services: Financial Advising & Planning ,
Financial Consulting
Industry: Financial Services
Their ability to translate complex financial concepts into actionable insights made a real difference.
Marcus Robinson
Founder & CEO
Services: Business Consulting
Industry: Financial Services
Our whole team is very pleased with the deliverables.
Elena Petrunina
Founder & CEO
Services: Financial Consulting
Industry: Financial Services
All milestones and deadlines were respected.
Manny Henson
Founder & CEO
Services: Financial Modelling and CFO services
Industry: Financial Services
I was surprised at how quickly Oak Business Consultant was able to learn about my niche industry.
Dana Todd
Founder & CEO
Services: Accounting and Bookkeeping Services
Industry: Fashion Clothing Store
It is my pleasure to recommend Oak’s bookkeeping services to anyone, as I have been using them for many years, and I believe they are genuine and really know their stuff.
Andrina
Founder
Services: CFO Services, Market Research
Industry: Beauty Products and Manufacturing
No amount of praise can do justice to the quality of Oak Business Consultant’s CFO services. Their dedication to clients is truly unmatched. I entrusted them with two complex accounts, and everything was handled with a high level of professionalism and accuracy, without a single misstep
Denver Maloney
CEO
Services: CFO Services, Market Research
Industry: Healthcare
It has been a pleasure working with the Oak Business Consultant team. Their insight and support have helped me gain a clearer understanding of key financial decisions. When it comes to my CFO needs, I have complete confidence in Oak.
Lars Narfeldt
COO
Services: Investor-Ready Document Services
Industry: Real Estate
This was our first time working with Oak Business Consultant, and the experience was seamless from the start. The team quickly understood our objectives and adapted to our working style with impressive flexibility. They remained patient through evolving deliverables, consistently met our expectations, and provided valuable suggestions to enhance project efficiency. Highly skilled and a pleasure to collaborate with.
Emma Sanchez Andrade Smith
Co-Founder
Services: Financial Model, Financial Forecasting, Pitch Deck & Market Research
Industry: Fintech
The Oak Business Consultant team went above and beyond our expectations. Their quality of work was outstanding, and their responsiveness made the entire process seamless. They were highly engaged, quick to deliver, and always available when we needed support — even spending time on in-depth calls to walk through our financials and brainstorm solutions in real time. Incredibly talented professionals — working with Oak is a decision we’d make again without hesitation.
Sufian Chowdhury
Founder & CEO
Services: Startup Saas Financial Model, Market Research
Industry: SaaS
Thanks so much for working so hard on this project. Looking forward to working on many more projects with you and your team!
Stephanie Skourti
Co-Founder
Services: CFO Services, Market Research
Industry: Fashion E-store
There is no doubt that Oak is a game-changer. A unique combination of experience and expertise makes them the best in the business. They have helped me relieve a lot of stress and improved the stability of my business. Having a teammate to guide me through big financial decisions is truly a blessing.
Luisa Silva
Co- Founder
Services: CFO Services, Market Research
Industry: Health Care
The Oak Business Consultant team is incredibly supportive, diligent, and results-driven. Their ability to take on concrete, high-impact tasks and deliver with precision has been a real asset to our organization. I would confidently recommend them to any business seeking dependable financial and strategic support.
Sabeen Ali
Founder
Services: Accounting and Bookkeeping Services
Industry: Information Technology Company
Oak bookkeeping services have been a great help. This company has a high level of professionalism, friendliness, and positivity! The service they provide is excellent, and I highly recommend them.
Ramin Heydari
CEO & President
Services: Accounting and Bookkeeping Services
Industry: Telecom
Oak provides exceptional accounting services. You’ll find that they offer a much wider range of knowledge than your average accountant, making them a valuable asset to your company. Highly recommended!!!
Plan Ahead with Confidence – Start Your Pro Forma Process with Us Today!
With our pro forma analysis, prepare for growth and get clear financial projections. We create customized financial reports that help you achieve business objectives with accurate strategic planning. Get started today!
frequently asked question
Pro Forma Statements are financial projections that estimate a company’s future performance and help business owners make informed decisions.
They’re important as they help with financial forecasting, assessing potential outcomes, identifying risks, and making informed decisions. Pro forma financial statements also include business revenue projections, giving insight into potential earnings and business opportunities.
Pro forma income statements help make a budget plan, secure funding, evaluate investment opportunities, make logical business decisions, and plan business strategies.
We provide precise accounting and bookkeeping services to manage your budgets, assets, and debts. Our financing activities include financial planning, business consulting, market analysis, and strategic advisory.
We specialize in creating detailed and accurate pro forma financial statements. We work closely with you to understand your business structure, assess your financial health, optimize your capital expenditures, and map your future financial performance based on hypothetical situations.
We approach each business with a perspective customized to your needs. Our extensive industry experience and commitment to delivering actionable insights help you plan strategically and witness a positive financial impact.
Unlike regular income statements, which show past performance, a pro forma statement provide business projections for future revenue, expenses, and profitability.
Pro forma balance sheets provide projections of your future assets, liabilities, and equity. They offer a clear view of your financial health, supporting long-term business planning and goal-setting.
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