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Creating an Up Sell Spreadsheet Template for UK Start Ups, Entrepreneurs & Investors


We are looking for an MS Excel and/or Google Sheets Financial Modeller who can develop a P&L Balance Sheet and ShareTable Template that could be used by any UK Start Up or Entrepreneurs when presenting to Investors, Crowd Funders or the Bank.

This ‘Auto Populating’ Spreadsheet should is part of an 'up sell' financial and legals bundle from which you would derive income in 3 stages.

Stage 1 – Initial Scoping Document and Development work based on amending an existing spreadsheet provided (guide only) to include the creation of 12 Tabs and 3 Macros that remain compatible with PC, Mac, Excel and Sheets solutions, including building in annotations describing the requirements of each field or column, with opportunity to advertise your service for creating a BESPOKE spreadsheet.

Flat Fee (circa £1,000)

Stage 2 – The execution of a Financial Modelling Spreadsheet with 3Y Projections which is simple enough to fulfil the needs of 'simple' UK Start Ups and Entrepreneurs when it comes to pitching for funding with Angel Investment, Private Investment, Banks or Crowd Funding organisations, with 3 compatible Macros as follows...

Macro 1 is to apply a growth weighting to the spreadsheet figures allowing for auto calculation from known inputs and outputs to ramp up projections, delivered as a button choice of conservative, average or aggressive growth curves (that remains editable).

Macro 2 is to allow various industry sector choices to apply different template sales streams and cost variables based on Retail, Distribution, Manufacturing, Hardware Sales, Software Sales, Online Sales, Import and Export.

Macro 3 is custom adding of new line items

All Macros need to be both PC and Mac compatible.

Flat Fee (circa £2,000)

Stage 3 - The ongoing technical support of this spreadsheet and the opportunity to up sell to a BESPOKE version which you will provided as a second up sell 'custom service' to include a rolling forecast for comparison between Projections and Actuals, supported via Skype and screen share. provided an additional revenue stream to you.

Initial engagement will be done through the Freelance website, leading to (if chosen) a Contract of Supply allowing you to invoice for each stage stage of the build to include a commission structure for each template sold and custom work undertaken on monthly basis by accessing our Google Analytics logs and our company providing you with a scanned copy of our Stripe Ledger, for volume verification of variable amounts to be invoiced on 30 day terms.

We are looking for a longterm Accountant/Financial Modeller who wishes to work part time but is ideally based in the UK or a geographical location which allows for the provision of customer support within the operating hours of 10am-6pm GMT

Estimated Commission Fee (circa £25,000 p.a.)

Estimated Support Fee (circa £5,000 p.a.)

Estimated Up Sell Custom Spreadsheet Fee (Your own pricing structure)

Outline Requirements

• Integrated Profit & Loss, Cash Flow and Balance Sheet Template based on 9 Tabs (as per example provided)

• Tailored financial forecasting per business sector includes simple selection button for business type

• A BPlan4U Branded Forecast Solution includes red borders, frames, columns, cells and logo integration

• A BPlan4U The Share Table taking into account Initial Funds (Bootstrapping/Loan), to Round 1 (Angel, private Crowdfunding) Investment.

• Accounts Integration working with main Financial Packages like Stripe, Kashflow, QuickBooks, Sage 50, Dynamics, etc

TIMESCALES – This scoping document and template spreadsheet need to be completed within 6 weeks for a home counties based UK company

Kĩ năng: Kế toán, Nhập liệu, Excel, Tài chính

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Về Bên Thuê:
( 0 nhận xét ) Colchester, United Kingdom

ID dự án: #14836710

1 freelancer đang chào giá trung bình £41176 cho công việc này


I have experience in Excel, VB, VB.net, VBA Programming, XML, MS Work, Google Docs, SQL, Google Spreadsheet, Data Entry in Odoo, Google D Relevant Skills and Experience Excel, Google Sheet Proposed Milestones £41176 Thêm

£41176 GBP trong 10 ngày
(52 Nhận xét)