Chartered Accountant Business Consulting Support for Loan and Subsidy

@khurram1984

Hi. I am ranked among Top Business Plan & financial model writers with 1000+ project awards and 600+ good reviews on freelancer. I have read your requirements mentioned in the project details. I would like you to see my sample work and check the quality that I can provide. I am an affiliate chartered accountant (CPA) with 13+ years of business experience. i have prepared pitch decks, business plans, financial models for clients based in US, UAE, KSA, Pakistan, Singapore, UK etc. by carrying out the market research in their specific areas. I have prepared business plans & feasibility studies for restaurants, SaaS & Ads based applications, e-commerce, manufacturing, trading, services, IT sector etc. We conduct secondary research with keen attention to detail and include market size, market share, industry averages, demographics etc in the business plan. In my deliverables, i will provide you excel sheet containing financial model with separate sheets of assumptions completely linked with financials and editable MS Word document for any further work that you may needed from time to time. Please contact and discuss the details. i can deliver you within 7 - 8 days time.

@nNamanrRathi

I have a few technical questions: 1. What is the nature of your business, and are you currently operating or preparing for a new launch or expansion? 2. Do you already have historical financial data that can be used to build the projections, cash flow, and financial model? 3. Which loan or subsidy schemes are you planning to apply for, and do you already have specific funding requirements or guidelines? About Me I am a Chartered Accountant and CPA with over 8 years of experience working with businesses and global clients. I have strong experience in business planning, financial modeling, budgeting, cash flow management, forecasting, KPI reporting, and preparing lender-ready financial projections. I can build practical Excel-based financial models and business plans that clearly present the financial position, profitability, cash flows, and funding requirements. I also work with Tally, QuickBooks, and Excel and can help keep the business financially organized and audit-ready. Though my profile is new here, I have served more than 300 clients till date.

@NelisThuo

Hello, I have gone through your project and understand that you need practical support with business planning, financial modelling, loan and subsidy documentation, as well as ongoing financial management. I have experience in financial analysis, Excel-based modelling, business research, data analysis, budgeting, cash-flow analysis, KPI reporting, and preparing professional business documents. I can help turn your business information into a clear, structured business plan supported by realistic market assumptions and well-organized financial projections. For the financial side, I can develop/refine Excel models covering revenue, costs, cash flow, profitability, budgets, and key performance indicators, with clear assumptions that can be easily understood by lenders or funding agencies. I can also organize the supporting information required for loan and subsidy applications and ensure the documentation is consistent and professionally presented. My focus is accuracy, clarity, practical recommendations, and producing files that are easy for you and your financial advisers to review. Could you please share the type of business, the loan/subsidy program you are targeting, and whether you already have historical financial statements or projections? This will help me understand the required financial model and funding pack. I’m available to start immediately and would be glad to discuss the project further.

@shobhitak8

Hi, I’m a Chartered Accountant (CA) Professional with 5+ years of experience in financial modeling, business planning, budgeting, financial analysis, and management reporting. I can support your business with a practical, lender- and investor-ready approach covering: Business Plan – Market analysis, business strategy, operating plan, financial projections, and investor/lender-focused presentation Financial Model – Revenue, CapEx, OpEx, working capital, cash flow, P&L, balance sheet, break-even, and scenario-based projections Funding & Subsidy Pack – Financial information, project cost, funding requirements, repayment capacity, and documentation aligned with applicable lender/subsidy requirements Financial Management – Cash-flow tracking, budgeting, KPI dashboards, variance analysis, and practical improvements for better financial control Accounting & Audit Readiness – Support with Excel-based models, Tally/QuickBooks workflows, reconciliations, reporting, and maintaining lender/audit-ready financial records Each deliverable will be clearly structured, easy to understand, and designed to help you make better financial decisions while presenting the business professionally to banks, lenders, and funding agencies. Timeline 1 day Fee: ₹75000 I focus on accuracy, clarity, and practical consulting rather than just preparing numbers. Happy to discuss your business requirements and get started. Best, Shobhita | CA Professional & Financial Modeling Consultant | India**

@caajoys

I can help turn your business idea and financial information into an investor- and lender-ready package, while also putting practical financial controls in place to support sustainable growth and funding readiness. I have gone through the requirements in detail. I can develop a comprehensive business plan covering the business model, market opportunity, competitive landscape, strategy, operations, risks, and market-grounded financial projections. I can build a clear financial model covering revenue, costs, profitability, cash flow, working capital, funding requirements, repayment capacity, and key assumptions, structured for discussion with banks and funding agencies. I can also prepare the supporting funding pack, map requirements against applicable loan/subsidy criteria, and identify documentation gaps. On the financial-management side, I can establish practical cash-flow tracking, budgets, KPIs, management reporting, and controls to keep the business audit-ready and financially transparent. I have uploaded samples similar to this project completed by me earlier in my profile. With 10+ years of experience, and as a Chartered Accountant (ICAI) and CPA, I bring strong financial modelling, business planning, accounting, analysis, and lender-focused financial expertise, along with a hands-on consulting approach. Thank you for considering my proposal. I’m ready to work directly with you and provide practical, actionable guidance throughout the process.

@SyedTaha04

Hi, I can assist you as a hands-on financial consultant to draft your investor-ready business plan, build a bankable financial model, and structure your subsidy application pack. Business planning, financial model engineering, and loan/subsidy packaging are my primary skills, specializing in lender-ready financial modeling, cash flow forecasting, KPI dashboard design, and audit readiness. I will draft a comprehensive business plan tailored to lender guidelines, build dynamic Excel projections (P&L, Balance Sheet, Cash Flow), refine your operational budgeting, and prepare compliant funding documentation for banks and subsidy programs. I have engineered corporate valuation models, bank loan documentation packs, and executive financial dashboards designed for funding approval and operational clarity. Message me in the chat so we can discuss your business model and target subsidy requirements.

@camayankkedia

Hi, I am a Chartered Accountant (All India Rank 30) with experience in accounting, taxation, financial analysis and business advisory. I can work directly with you, explain the numbers clearly, and make the model practical rather than simply preparing a template. I’d be happy to assist you as a hands-on Chartered Accountant/business consultant for your loan and subsidy requirements. I can help you build a funding-ready package that is not just technically correct, but also structured from a bank/lender’s perspective. My approach would cover: Detailed business plan covering the business model, market, operations, assumptions and growth projections. Financial projections & modelling including projected P&L, Balance Sheet, Cash Flow and key financial ratios. Budgeting, KPI tracking and financial dashboards for ongoing monitoring. Review of the financial information to identify gaps that could affect loan appraisal or subsidy eligibility. Practical recommendations to keep the business financially organised and audit-ready. I will also ensure that the projections and assumptions are realistic, internally consistent and supportable, which is particularly important when the financial model is being submitted to a bank or funding agency. I can start immediately and would be happy to first understand your business, proposed funding requirement and the specific loan/subsidy scheme before finalising the structure. Regards, Mayank Kedia Chartered Accountant | All India Rank 30

@Dharavyas07

A lender-ready business plan should do more than describe the business—it should connect the business model, market opportunity, financial projections and funding requirement into a credible case for repayment and growth. As a Practicing Chartered Accountant with 10+ years’ experience, I can support the business planning, financial modelling, funding documentation and ongoing financial-management side of your project. 1. Business Plan & Financial Model • Develop a structured, investor/lender-ready business plan based on your business model and market inputs. • Build realistic projections covering revenue, costs, profitability, cash flow and funding requirements. 2. Loan & Subsidy Funding Pack • Prepare project cost, means of finance, repayment capacity and supporting financial schedules. • Structure documentation around the applicable lender/subsidy requirements. 3. Financial Management • Develop practical KPI dashboards for profitability, working capital and cash position. 4. Deliverables • Complete business plan & financial model. • Loan/subsidy financial documentation pack. • Cash-flow, budget and KPI framework. I can work with Tally, QuickBooks and Excel-based models as required. Let’s review your business activity, current financials, proposed project/funding requirement and target loan/subsidy scheme first, after which I’ll confirm the exact scope, timeline and professional fee in chat.

@toluwase262

Hi I will build an investor-ready business plan, lender-focused financial model, and funding pack while strengthening your cash flow, budgeting, and KPI management. I understand the model must use market-grounded projections and clearly address bank requirements, loan documentation, and applicable subsidy criteria—not just present generic financial figures. What you’ll get: • Complete business plan with financial projections • Structured Excel financial model and funding application pack • Cash-flow, budgeting, KPI, and audit-readiness framework I’m an experienced freelancer and I’ve completed similar projects with 5⭐ feedback for accuracy and delivery. Timeline: 4 days Bid: 75,000 INR Please send me a message so we can get started immediately.

@JustinBee85

I’m excited about the opportunity to support your business consulting needs. With extensive experience in financial management and business planning, I can help you create a robust, investor-ready business plan that clearly communicates your vision to banks and funding agencies. I specialize in structuring financial models that are not only compliant but also compelling to lenders. My background includes setting up cash flow tracking, budgeting, and KPI dashboards that ensure you stay audit-ready. I’m proficient with tools like QuickBooks and Excel, ensuring every detail is accurate and clear. I understand the importance of actionable advice and will work closely with you to refine your financial strategies. Let’s collaborate to make your loan and subsidy applications successful. I’m ready to get started whenever you are.

@Amish741

Hi, With over seven years of accounting and financial modeling experience across QuickBooks, Xero, Zoho Books, Sage 50, and Odoo, I can step in as a hands-on consultant covering both business planning and ongoing financial management. For business planning, I'll draft a full, investor-ready business plan grounded in realistic market data rather than optimistic assumptions, structuring the financial model so it speaks clearly to banks and funding agencies — transparent projections, defensible assumptions, and metrics lenders actually look for. I'll package the supporting documentation required for loan and subsidy applications, ensuring everything aligns with current guidelines rather than generic templates. For financial management, I'll set up or refine cash-flow tracking, budgeting structures, and KPI dashboards that keep the business audit-ready and genuinely attractive to lenders, not just organized for internal use. I'll recommend practical improvements as I go, explained clearly so decisions are actionable rather than buried in technical detail. I'm comfortable working across Tally, QuickBooks, and Excel-based models, and I bring both accuracy and a consulting mindset to this engagement — happy to work directly with you throughout and adjust as the funding pack takes shape. Kind regards, Muhammad Amish Imtiaz

@rakhig79

I am a freelance accounting and Excel professional with experience in Tally Prime, bookkeeping, GST working, bank reconciliation and MIS reporting. While I am not a Chartered Accountant, I can provide reliable accounting, Excel and financial-data support for this project and work under the guidance of a qualified CA where required.

@Vikrantgola

Hi, I’m a Chartered Accountant and CPA (US) with 12+ years of hands-on experience in taxation, accounting, financial reporting, and process optimization. I help businesses maintain clean books, ensure compliance, and make informed financial decisions. I’d be happy to support you with your requirements within the desired timeline. Please find my bid attached for your reference, and feel free to connect to discuss further. Thanks, Vikrant Gola

@SUNMALA64

Having spent over 37 years in the finance and accounting industry, I am well-equipped to handle the multifaceted responsibilities of your project. My impeccable understanding of financial analysis, budgeting, and commercial costing activities would be invaluable for drafting an investor-ready business plan with market-grounded projections. I have a strong propensity for streamlining working procedures and formulating cost-effective solutions, cardinal skills in ensuring operational efficiency that aligns perfectly with your requirement of refining cash-flow tracking, budgeting, and KPI dashboards. My capabilities extend to navigating complex guidelines when it comes to loan and subsidy applications too. Over the years, I have developed a clear understanding of compliance requirements and have successfully supported several organizations through group audits and tax assessments. Given my extensive experience in Financial Management coupled with my consulting mindset that places an emphasis on accuracy and clarity, I,would be best positioned to fulfill your immediate focus areas of drafting a business plan that answers all subsidy criteria while being audit-ready as well as crafting financial dashboards that elucidate your tactical improvements keeping you attractive to lenders. Reach out so we can define a roadmap for your business together!

@rajeshp1979

Hello Sir, I’m a Chartered Accountant and hands-on finance professional with practical experience in financial planning, accounting, financial modelling, cash-flow management, budgeting, KPI reporting, QuickBooks, Tally, and advanced Excel. What I can deliver 1. Investor-Ready Business Plan Complete business plan with business model, market analysis, strategy, operations, and financial projections. Realistic, market-grounded assumptions rather than inflated projections. 2. Financial Model Detailed 3-5 year financial projections. Working-capital and funding requirements. Break-even analysis, profitability, DSCR and key lender-focused ratios. 3. Loan & Subsidy Funding Pack Preparation of financial information required for loan applications. Funding requirement and repayment assessment. Mapping the business information against applicable subsidy/funding criteria. 4. Financial Management & KPI Dashboard Cash-flow tracking and forecasting. Receivables/payables monitoring. Working-capital management. My approach is consulting-oriented: I will explain the numbers in simple business terms, identify what needs improvement, and provide actionable recommendations not just deliver an Excel file. I would be happy to review your current financial information, business details, and funding objective and then structure the business plan + financial model + funding pack around your specific requirements. Best regards, Rajesh Kumar Pandey, CA

@JunaidBadroodien

Your need for a Chartered Accountant to provide comprehensive business consulting support is clear, and I’m prepared to assist you in achieving your goals. Drafting a full, investor-ready business plan with market-grounded projections is essential for attracting funding, and I will ensure that your financial model articulates your vision effectively to banks and funding agencies. By meticulously packaging information for loan and subsidy applications, I will help you navigate compliance with current guidelines seamlessly. In the realm of financial management, I will work closely with you to establish or enhance cash-flow tracking, budgeting, and KPI dashboards. Practical recommendations will be made to keep your operations audit-ready and appealing to lenders, ensuring you remain competitive in the market. My approach is centered on clarity and actionable insights, fostering a collaborative environment where you feel supported at every step. My experience with tools like Tally and QuickBooks, combined with a consulting mindset, will drive accurate and insightful results. Together, we can create a strategy that not only meets lender requirements but positions your business for sustained success. Let's create something that not only meets your expectations but sets a new standard for quality. Regards Junaid

@bablum61

With my professional experience in finance, accounting, financial management and business operations, I believe I can provide practical support beyond just financial reporting.I would be happy to discuss your business, understand your requirements in detail, and explore how I can assist you.

@aishak402

A business plan should do more than look impressive—it should make a lender, investor or funding agency confident enough to say yes. I am a qualified Chartered Accountant with hands-on experience in financial analysis, budgeting, cash-flow planning, compliance and business advisory. I can help you build not just a document, but a lender-ready financial story backed by realistic numbers and practical assumptions. I can support you with: • Investor/bank-ready business plan with market-grounded projections • Detailed financial model covering revenue, costs, profitability, cash flow, break-even and funding requirements • Loan/subsidy application pack aligned with applicable eligibility and documentation requirements • Cash-flow tracking and budgeting framework • KPI dashboard for management review and lender presentation • Review of existing accounting processes to improve controls and audit readiness • Practical recommendations to strengthen financial discipline and funding readiness I am comfortable working with Excel-based financial models, Tally and accounting data, and I focus on making numbers easy to understand and defend. My approach is hands-on: understand the business first, build realistic projections, identify funding gaps, and present the case in a way that works for management as well as lenders. I can take this from initial data collection through to a complete business plan, financial model and funding-ready pack.

@mego1997

Build and maintain financial models, budgets, and rolling forecasts that leadership actually uses Run monthly and quarterly reporting — variance analysis, KPI dashboards, and the "so what" behind every number Partner with department heads to pressure-test their plans and flag risks before they become problems Evaluate new investments, pricing changes, and cost initiatives with clear scenario analysis Improve how we do all of the above — better data, faster close, fewer manual spreadsheets