Business Financial Planning with Microsoft Excel

ISBN-13: 9781032008066 / Angielski

Gavin Powell

Opis

Presenting a comprehensive, structured financial plan for a startup business or a corporate venture can help you win financial support from lenders, bankers, and investors. Showing you how to build a financial plan with Microsoft Excel, this book explains how to systematically develop a financial plan.

Business Finance Planning with Microsoft^® Excel^® shows how to visualize, plan, and put into motion an idea for creating a start-up company. Microsoft Excel is a tool that makes it easier to build a business financial planning process for a new business venture.

With an easy-to follow structure, the book flows as a six-step process:

1. Presenting a case study of a business start-up
2. Creating goals and objectives
3. Determining expenses from those goals and objectives,
4. Estimating potential sales revenue based on what competitors charge their customers
5. Predicting marketing costs
6. Finalizing the financial analysis with a of financial statements.

Written around an IT startup case study, the book presents a host of Excel worksheets describing the case study along with accompanying blank forms. Readers can use these forms in their own businesses, so they can build parts of their own business plans as they go. This is intended to be a practical guide that teaches and demonstrates by example, in the end presenting a usable financial model to build and tweak a financial plan with a set of customizable Excel worksheets. The book uses practical techniques to help with the planning processing. These include applying a SWOT (strengths, weaknesses, opportunities, and threats) matrix to evaluate a business idea and SMART (Specific, Measurable, Achievable, Relevant, and Time-Bound) objectives to link together goals. As the book concludes, readers will be able to develop their own income statement, balance sheet, and the cash-flow statement for a full analysis of their new business ideas.

Worksheets are available to download from: https://oracletroubleshooter.com/business-finance-planning/app/

Spis treści

Chapter 1. In the Beginning. Chapter 2. Your Business Goals. Chapter 3. Predicting Expenses with SMART Objectives. Chapter 4. Predicting Sales Using Your Competitors. Chapter 5. Predicting Marketing Costs. Chapter 6. Formal Financial Planning and Budgeting. Appendix A. Case Study. Appendix B. Your Business. Appendix C. Tools and Additions.

O autorze

Gavin Powell is a professional database subject matter expert with 30 years’ experience as an IT professional, working in fields such as database architecture, operational administration, performance tuning, troubleshooting teaching, data warehousing, leadership, and development. Gavin has also built and run a small software business creating accounting software.Gavin has authored the following books:

• Working with Oracle GoldenGate 12c
• Database Modeling Step by Step
• Oracle SQL Jumpstart with Examples (with Carol McCullough-Dieter)
• Oracle Performance Tuning for 109Rz
• Oracle Data Warehouse Tuning for 10gR2