Accounting, financial forecasts N-P-3

Closed
Kat Innovation
Montreal, Quebec, Canada
MM
CEO-Founder
(56)
5
Preferred learners
  • Montreal, Quebec, Canada
  • Academic experience
Categories
Financial modeling Financial services Risk, audit and compliance
Skills
financial forecasting professionalism internal documentation accounting forecasting sales bookkeeping
Project scope
What is the main goal for this project?

As a startup company in medtech, we are in the process of raising funds and we need to work on our financial projections and we would like to involve students to ensure that the document is done in a very professional manner. We will provide internal documentation and the draft document on which students must base themselves to construct the desired official document. Based on our unique goals and constraints, we would like students to develop a strong, competitive financial projections document, which we can present to investors.

The plan should include:

  • Sales forecasting
  • Expense budget
  • Income projections (conservative and aggressive)
  • Account and results
  • Assets and liabilities
  • Break-even analysis
  • Bookkeeping (accounting work)
What tasks will learners need to complete to achieve the project goal?

The final deliverables should take the form of:

  • An excel document with final report for the financial forecast and for the bookkeeping
  • A 30-minute presentation
About the company

We are working on the development and commercialization of medical devices and exercising equipments.