AN ENHANCED MANAGEMENT TOOL FOR CREATING PRO-FORMA FINANCIAL STATEMENTS

Terrance Jalbert

International Journal of Management and Marketing Research, 2020, vol. 13, issue 1, 51-81

Abstract: The creation of pro-forma financial statements presents a challenge for entrepreneurs without extensive training in finance and accounting. This paper is the third in a series that provides tools to assist managers with creating these estimates. The approach requires users to estimate only management variables. The template completes all other necessary calculations. This paper extends earlier work by introducing additional automation. Specifically, the template here automates tax and cost of capital calculations.

Keywords: Financial Statements; Pro-Forma Financial Statements; Forecasting; Entrepreneurship; Small Business Finance; Accounting for Small Businesses (search for similar items in EconPapers)
JEL-codes: A2 G31 M13 M41 (search for similar items in EconPapers)
Date: 2020
References: Add references at CitEc
Citations: View citations in EconPapers (1)

Downloads: (external link)
http://www.theibfr2.com/RePEc/ibf/ijmmre/ijmmr-v13n1-2020/IJMMR-V13N1-2020-5.pdf (application/pdf)

Related works:
This item may be available elsewhere in EconPapers: Search for items with the same title.

Export reference: BibTeX RIS (EndNote, ProCite, RefMan) HTML/Text

Persistent link: https://EconPapers.repec.org/RePEc:ibf:ijmmre:v:13:y:2020:i:1:p:51-81

Access Statistics for this article

International Journal of Management and Marketing Research is currently edited by Terrance Jalbert

More articles in International Journal of Management and Marketing Research from The Institute for Business and Finance Research
Bibliographic data for series maintained by Mercedes Jalbert ( this e-mail address is bad, please contact ).