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Plano, Texas
Established 2008

We Build Your Custom Financial Statements

Links To Financial Statement Templates
Financial Statements Financial Budgeting
Butler Consultants Financial Statements
Call to speak with a consultant at 1-800-984-7639
Links To Financial Statements Custom Built By Our Team
Business Plan Financials
Business Plan Financial Statements
We Build Your Custom Financial Projections!

Our Financial Budgeting Process

Butler Consultants is a leader in financial budgeting. We have the experience and knowledge to help you build professional financial statements to get your venture moving forward. All of our models are custom and designed for each distinct application. We have built statements for small coffee shops seeking loans to large energy projects seeking millions from investors. Our financial statements are accurate, effective, and exceed the expectations of the SBA and investors.

The financial statement process starts with an opening questionnaire about your company. This allows our experts to provide an accurate quote for the level of plan that fits your needs. Following the first payment of 50%, a second questionnaire and service agreement is supplied. This questionnaire provides a walk- through of the different expenses, assets and revenue your company expects to have. We have designed the questionnaire to help you think about additional expenses and revenue you may have overlooked. The data on this questionnaire provides our specialists with custom information specific to your company.

You will have 30 days from the date you receive your first draft to submit any revisions. This has proved to be more than enough time to complete the financial statements. Following the completion of your project, the final spreadsheet will be provided in an editable format.

What Our Financial Statements Include

Our financial statements are provided in two documents: an Excel spreadsheet and a Word document. Unlike many other companies, we provide the Excel spreadsheet in an easy-to-use and editable format. Butler Consultants provides four different levels of financial statements. Of the four models, the Level 2 bank-ready and Level 3 investor/VC-ready budgets are custom built by our team. The differences in the Level 2 and Level 3 are discussed in each respective section below. Both financial statements will include:
  • Custom Excel spreadsheet (NOT pre-made)
  • Word document that is linked directly to the Excel spreadsheet
  • 3 complete revisions in a 30-day period
  • Graphical representation of the charts below
  • Pre-operating source and use of funds
  • Revenue Forecast
  • Personnel Forecast
  • Income Statement
  • Statement of Cash Flow
  • Balance Sheet
  • Break-even analysis
  • Best and worse case analysis
  • Year 1 monthly break down of: Revenue, Personnel, Income Statement, Statement of Cash Flow, Balance Sheet
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Complete Business Plan - Bank/SBA Level 2
Complete Business Plan - Investor Ready Level 3
Specialty Business Plan - Visa, Internal, Partnership
Financials Only - Bank/SBA Ready Level 2
Financials Only - Investor Ready Level 3
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What is ?

Financial Statements Financial Budgeting
Free - Web-Based Financial Statements
The web-based financial statements template is a free interactive tool. This tool can be downloaded into Excel for a very small fee. The free template is not designed to work in a business plan or for any bank of investor project. There are 8 main areas the user can change to create their financial statements: Revenue, Expenses, Tax Rate, Depreciation, Loan, Investment, Assets Purchased, and Assets Sold.

The free financial statements template also includes an Income Statement, Statements of Cash Flow and a Loan Amortization Schedule. See our Level 1 for a Balance Sheet and more.

Income Statement Include:
  • Revenue
  • Cost of Revenue
  • Gross Profit
  • Operating Expenses & Operating Profit
  • Depreciation
  • Earnings Before Taxes & Interest
  • Interest Expense & Taxes
  • Net Earnings
Statement of Cash Flow Includes:
  • Cash received & cash used for operating activities
  • Cash Received & Cash used for Investing Activities
  • Cash Received & Cash used for Financing Activities
  • Net Cash Flow
  • Cash Balance
Click here to use this tool: Financial Statement Template Tool

Butler Consultants Financial Statements
Level 1 - Downloadable Financial Statements
Easy to use self guided financial statements. This tool includes an easy to use input screen that allows the user to update the entire model with one easy click. This model will work for businesses seeking bank loans of less than $100,000 or as an internal document. This model can also be used for personal finances. Follow the link below to see an example of this tool. The Level 2 or higher financial statements is required for organizations seeking funding of more than $100,000 from a bank, the SBA, Investors, VC's, or other organizations. Please contact us for assistance with selecting the correct level for your venture.

The Income Statement includes 5 revenue lines, 15 expenses lines, and 3 full years of projections with a monthly breakdown of the first year. The Statement of Cash Flow includes operating activities, investing activities, and financing activities for 3 years with the first year broken out on a monthly basis. The Balance Sheet includes assets, liabilities, and shareholders' equity for 3 years with a monthly breakout of the first year. A Loan Amortization Table is included in the model.

Click here to see this tool: Level 1 Financial Statements Template

Business Plan Financials
Level 2 - Bank Ready Financial Statements
The Level 2 bank ready financial statements are perfect for, but not limited to, Small Business Administration (SBA) loans, business plans seeking funding of $50k to $500k, internal documents for organizations, and personal finances. Industries that are asset and/or inventory heavy benefit from our bank ready Level 2 budget. These projections will work for start-up companies, existing companies looking to expand with a loan, existing companies looking to start a new division, and other situations where a loan is required. The document will work for any type of company structure; Corporation, LLC, Partnership, and more. Our Level 1 financial statements will include the items listed in 'What Our Financial Statements Include' as well as the items listed below.

3 years of Financial Projections
  • First 12 months broken down

Loan Amortization Schedule for up to 3 different loans
  • Broken down into 36 months
  • Loan Interest Rate
  • Loan Term
  • Monthly Balance
  • Monthly Interest Paid
  • Monthly Principle Paid

Business Plan Financial Statements
Level 3 - Investor Ready Financial Statements
The Level 3 investor, venture capitalist and angel ready financial statements can be used in a variety of ways. The budget will work in business plans seeking investment funds, internal planning documents, visa applications, and much more. There is no limit to the level of funds that can be sought with the Level 3 statements. Investors will require a solid financial budget and the Level 3 will exceed their highest expectations. The document will work for any type of company structure: Corporation, LLC, Partnership, and more. Our Level 3 financial statements will include the items listed in 'What Our Financial Statements Include' and the items listed below.

5 years of Financial Projections
  • First 12 months broken down

Investor Return
  • Investments in to the Company
  • Investment Value after 5 years
  • Share of the Company for the Investor
  • Companies Value in the 5th year
Company Internal Rate of Return (IRR)
  • Normal case - Best case - Worse case IRR

Investment Cash Flow Break-Even
  • Month that Cash Flow breaks even
  • Graph of Accumulated Cash Received and Accumulated Cash Used

Gross Margin Graphs
  • Graphical Representation of Gross Margin in Terms or Revenue Lines

Quarterly Cash Flow Graph
  • 5 years of Net Cash Flow and Cash Balance represented in quarters

Level 2 and Level 3 Financial Statements Details

Custom built Excel spreadsheet (NOT pre-made)
  • All of our spreadsheets are custom built, unique and never pre-made from templates. We take pride in providing spreadsheets designed and built for each individual customer.
Word document that is linked directly to the Excel spreadsheet
  • The Word document will include all of the forecasts and statements listed below in a visually appealing manor. These tables can then be pasted into a business plan or any other document.
  • Microsoft Office has a linking function that allows the Excel spreadsheets to update the Word document. Changes made to the Excel budget will be reflected in the Word document by 'updating links.' The Word document can also be updated by simply copying and pasting the tables.
2 complete revisions in a 30 day period
  • Each customer is provided 2 free revisions in a 30 day period following the first draft delivery. Any change that needs to be made to the model can be done at this time. Revisions generally take 2-5 business days to complete.
Pre-operating source and use of funds
  • The pre-operating source & use of funds section details the expenses, assets, inventory, investment and debt needed to facilitate the company's business objectives. The pre-operating expenses and funding occur before the company receives revenue.
Revenue forecast
  • The revenue forecast section details the revenue that the company will receive. This section also details the direct costs. The proceeding graphs illustrate the amount of revenue and gross margin each line item contributes. The gross margin graphs are calculated by taking revenue and subtracting the direct costs.
Personnel forecast
  • The personnel section breaks down the payroll expense line on the income statement. It provides total headcount, average salary per category and total pay per category.

Income statement
  • The income statement is also known as a profit & loss statement. This table breaks down revenue, cost of revenue, operating expenses, depreciation, interest, taxes, and bottom-line earnings for the first five years.
Statement of cash flow
  • The statement of cash flow illustrates the company's cash received and cash spent for a five year period. The table is broken down into three main categories: operating, investing, and financing. The operating activities report the company's business operations. Investing activities detail the company's property, plant, and equipment transactions. Financing activities account for the company's paid-in capital and debt.
Balance sheet
  • The balance sheet shows the company's assets, liabilities, and shareholders' equity for a given time-period.
  • The break-even analysis details two different break-even points. The operating break-even accounts for the company's revenue and expenses on the income statement. The investment cash flow break-even takes the operating break-even one step further by including the inflow and outflows of the cash flow. The investment cash flow break-even looks at all transfers of money, except investments.
Best and worse case
  • The best and worse case analysis illustrates what the company's financial statements might look like with an increase or decrease in revenue.
Year 1 monthly break down
  • Year 1 monthly forecast illustrates the company's first 12 months, after the pre-operating stage.

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