Intelesoft Financials

Business Plan Services!

Need Funding To Start, Expand or Acquire A Business?

Your business plan is the foundation of your business. We at intelesoft financials have years of experience in preparing a comprehensive business plan that will help you run your business and avail a small business loan if required. We make the business plan easy and effective by breaking the process into simple steps.

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FINANCIAL ADVISORY SERVICES!

Purpose-Driven Solutions.

We help you understand your market, so you can make more informed decisions. We make it easy to compare your key business metrics to last year or last month. This allows you to spot data trends that can help you figure out new ways to improve revenue or reduce costs. Many businesses don’t take the steps they should manage their finances because they’re too busy or too uncertain about what to do. Working with a financial advisor means someone else can handle what your business doesn’t have time for and make sure your money is being deployed in the best way.

Why Should You Choose us as Your Business Financial Advisor?

  • Expertise:- Intelesoft Financials know more about investing and managing money than most businesses. We can guide you to better choices than you might make on your own.  
  • Accountability:- We help keep your business on track by talking you out of making emotional decisions about your money. Whether you’re a small- or mid-sized business, we’ve got you covered.
  • Advice:- We can make suggestions about the best strategies to implement to improve your business finances, from what investments to make to what insurance to buy.
  • Evolution:- As your business circumstances change, a financial advisor can help you adjust your financial plan so that it always fits your current situation.
  • Knowledge:- We use our knowledge and expertise to construct tailored financial plans that aim to achieve the financial goals of clients.
  • Action:- Many businesses don’t take the steps they should manage their finances because they’re too busy or too uncertain about what to do. Working with a financial advisor means someone else can handle what your business doesn’t have time for and make sure your money is being deployed in the best way.
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Financial Planning!

7 Steps to Financial Planning.

  • Prepare Your Budget:- Write down your income and expenses, cut down on discretionary expenses.
  • Get Protection:- Create an emergency fund, buy health and life insurance.
  • Set your goals in Monetary Terms:- Calculate the future value of your goals after accounting for inflation.
  • Decide the Asset Mix:- Choose how much debt to take on vs equity, based on your risk appetite and goals.
  •  Estimate Expected From ROI:- We make sure your projection of income and expense is fully covered, ensure a return in months not years.
  • Decide Your Future:- We help you to determine what you need to do to reach your 5-year goals.
  • Update Your Financial Plan:- Do so every year in accordance with changes in your income and liabilities.

INTELESOFT 'S BUSINESS PLAN SERVICES

The first step in building a successful business strategy is to grasp the basics of the business model. That’s why we start with a basic business plan that fits into a single page. We will help you clarify clearly who your clients are, what will be your marketing and sales efforts and what will be your product or service offerings.

  • Executive Summary
  • Company Overview
  • Vision Statement
  • Mission Statement
  • Goals and Objectives
  • Products and Services
  • Keys to Success
  • Market Research & Analysis
  • Marketing Strategy
  • SWOT Analysis
  • Competitive Edge and Advantage
  • Management Team
  • Important Charts and Graphs
  • Start-up Summary
  • Projected Profit and Loss
  • Sales Forecasts
  • Balance Sheet
  • Cash Flow
  • Break-even Analysis
  • Charts and Tables

What we do in Advisory capacity?

Working with a financial advisor means someone else can handle what your business doesn’t have time for and make sure your money is being deployed in the best way.

* Understanding the fundamentals of your business model is the first step to create a winning business plan.

* Advisors use their knowledge and expertise to construct tailored financial plans that aim to achieve the financial goals of clients.

* We clearly explain who your customers are, what your marketing and sales activities will be, and what your product or service offerings will be.

* We help you define a path, run, and grow your business with a full set of features to keep your business on track.

Accounting, bookkeeping, and tax tips to help you understand your small business finances.

“Intelesoft Financials” offers several newsletters containing timely information and expert analysis to help your organization maintain its competitive edge. With subject matter addressing a wide range of industries and topics, we are sure to have information from which you can benefit. In addition, our firm’s general e-newsletter, Keeping Posted, offers information ranging from tax laws and incentives to how you can more effectively run your business.

Substantive Audit Procedures: Team Intelesoft Financials