The difficulty creating financial projections

Problem knowing where to start

  • Don't know the correct format

    What information is required by a financial institution such as a bank for a loan application or by an enterprise agency when seeking a grant - how should it be presented?

  • Don't know accountancy rules

    Not too sure the difference between P&L, Balance Sheets and Cash flow - what figures go where?

  • Are sales numbers made up?

    How to ensure that figures for turnover and costs /overheads are realistic and believable - how will an investor, enterprise agency or bank examine and interpret the figures?

Course Methodology

How this works

  • Case Scenario

    Work through a case scenario of a small business and how financial projections can be created. Focus on costs, Sales, Pricing and Margin so that you can understand what a bank is looking for.

  • Accountancy Essentials

    Overview of accountancy required to understand Small Business Finance to create financial projections to apply for loan finance. 12 minute on Cashflow forecasts, P&L and Balance Sheets.

  • Practical (Excel)

    Complete projections using the downloadable Excel Template. Learn how to add Turnover, Costs, Capital Expenditure including Depreciaton and how to show repayability of your loan finance.

Delivered by

Business Plan & Financial Projections Expert

  • Donnchadh Hughes

    Donnchadh Hughes

    Business Advisor, Mentor & Trainer

    Donncha has over 10 years direct consultancy experience working with startups and microenterprise in Ireland. He is an expert in Business Model Canvas, Marketing, Self Employment in Ireland, Financial Projections and Business Plan and Tender Preparation.

Course curriculum

check out Free preview in Modules 2, 3 and 6

One Year Access

Download the Excel Template to create your own Financial Projections

Participant Review

  • Great insight into preparing financial projections

    By Roisin Kelly

    Having come from a zero-experience background in preparing financial projections, this course helped me to get to grips with the financial aspects of my business plan. Donncha was on hand to help me out and answer any questions I had throughout th...

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    Having come from a zero-experience background in preparing financial projections, this course helped me to get to grips with the financial aspects of my business plan. Donncha was on hand to help me out and answer any questions I had throughout this course. I'd definitely recommend this course to anyone looking for a solid starting point on how to understand and prepare financial projections for their business.

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  • Helpful and easy to follow video series for creating financial projections

    By davin kelly

    Creating financial projections was an area of my business plan I was struggling with. This course really helped me by going through cash flow, profit and loss, and balance sheets in an easy to follow video series. I would highly recommend the cour...

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    Creating financial projections was an area of my business plan I was struggling with. This course really helped me by going through cash flow, profit and loss, and balance sheets in an easy to follow video series. I would highly recommend the course to anyone who's finding their financial projections difficult to figure out.

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  • Writing your Business Plan is an Excellent Course

    By Ailish Irvine

    February 2020 -. As someone who has completed many online courses, I want to say how much I really enjoyed the course. This is a wonderful and practical overview of the whole process of writing a business plan. Very easy to understand and broken ...

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    February 2020 -. As someone who has completed many online courses, I want to say how much I really enjoyed the course. This is a wonderful and practical overview of the whole process of writing a business plan. Very easy to understand and broken down in manageable modules. I would say that it teaches business planning and more. I'm now excited about doing the financial projections one, (Something I never thought I would say).

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  • If financials are your weak point, this course is just what you need

    By Denise O'Connell

    After finishing the New Frontiers programme, I realised that I needed support with financial projections. Donncha walks you through all the cash flow, profit and loss and balance sheets in a straightforward, user friendly way. The course can be ta...

    Read More

    After finishing the New Frontiers programme, I realised that I needed support with financial projections. Donncha walks you through all the cash flow, profit and loss and balance sheets in a straightforward, user friendly way. The course can be taken as your own pace, and will give you the confidence to take on your own projections for applying for LEO grants- would highly recommend this course

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  • Financial Projections

    By Glenda Hahn

    Financial projections are not my speciality and I struggled with this part of my business plan. I was delighted to come across this course which simplified the process with a case study and an excel template .I highly recommend this course as it g...

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    Financial projections are not my speciality and I struggled with this part of my business plan. I was delighted to come across this course which simplified the process with a case study and an excel template .I highly recommend this course as it gives a clear understanding of how to approach your P&L and a step by step guide to using the excel spreadsheet. Practical and user friendly.

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Workshop with Integrated Excel Template

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