Expected duration: Ongoing I run a business plan writing company in the UK and due to an increase in workload require an additional freelancer to prepare the following:
Client funding requirements can range from £50k to £1million+, and typically we prepare 3 years forecasts. 90% of clients are UK based and I also work with Tier 1 Innovator visa clients, and so experience of this would be good, although not essential.
Our clients range from start-ups through to established companies, often looking for bank loans, or private investment, and range across any number of industries.
I typically send out a financial questionnaire for clients to complete, from which the financial forecasts are prepared. In addition (and depending on the competency of the business owner), follow up phone calls may be needed.
Requirements:
• Must be UK based – this is essential • Must be client-focused – often work to tight (ish) deadlines • Must be happy to jump on the phone and talk to clients as and when needed
If the above is of interest please get back to me with your experience to date, example forecasts, as well as indication of your fees.