A client of mine is applying for funding and needs 3 year forecast (P&L, Cash, BS), the cashflow forecast is easy enough, here are my questions any assitance much appreciated. we already prepare management accounts and cashflow for them quarterly, they use xero.
1. Any software recommended to make this less time consuing to pull together vs say excel
2 I have not been asked to produce P&L and balance sheet forecast before - any tips on how to approach this
3. What sort of price would you charge for this -
4. Does anyone have a template they can share for the 3 year P&L & balance sheet forecast