For specialized assistance, please contact the Business Reference Librarian to set up a consultation appointment:
Step I.
Read more information on how to set up pro forma statements.
SBA: Finance Start-Up
SOUTHcat: USA Library's Catalog
Conduct a subject search for financial statements and scan the list for relevant titles.
Suggested Titles Available @ MCOB Library:
Anatomy of a Business Plan
MCOB HD 30.28 .P5 2005
Crash Course in Accounting & Financial Statement Analysis
MCOB HF 5636 .F45 2007
Small Business for Dummies, 2nd ed.
MCOB HD 62.7 .T97 2003
Successful Business Plan: Secrets & Strategies
MCOB HD 62.5 .A344 2003
Successful Business Planning for Entrepreneurs
MCOB HD 62.5 .M666 2006
Successful Entrepreneur's Guidebook
MCOB HD 30.28 .B3684 2006
Step II.
Look for templates or sample plans that provide the structure and examples of pro forma statements.
SCORE: Template Gallery
Provides templates in EXCEL format that can be downloaded to your PC.
BPlans.com
Business Plans Handbook
MCOB Reference HD 62.7 .B865 v. 1-12
v. 1: accounting systems consulting, aerospace supplier, bed and breakfast, biscotti bakery, business consulting, car wash, crane service, diaper delivery, editorial services & consulting, elder care, equipment rental, framing/antiques store, import boutique, inn/resort, ladder company, magazine publisher, online consulting, printing company, publisher, restaurant, retail clothing, retail florist, retail tobacco/magazines, salad packaging, software developer, toiletry company, toy company, virtual reality.
v. 2: automobile assembly, freelance editor, kennel, marternity aid, media producer, microbrewery, mobile studio, newsletter, photo framing, public relations firm, restaurant/bar, restaurant franchise, restaurant (nonprofit), search service, sports collectibles, television childproofer, virtual shopping
v. 3: auto accessories and detailing, carpet cleaning service, computer matchmaking service, dance and skate outfitter, dial-it service, dry cleaner, fast food, food processor, graffiti removal service, ice cream shop, indoor playground, internet consultant, mailing list service, management consulting service, manufacturing business, marketing consultant, multilevel marketing, pharmaceutical company, plumbing shop, refrigerant recovery, sandwich shop, video service
v. 4: audio production service, automotive dealer group, automotive repair service, bed &
breakfast, bottled water manufacturer, child transportation service, coffee house, coffee
roaster, direct mail outlet, emu ranch, engineering management consultant,
marketing communications firm, men's clothing retailer, online government contract
service, online hospitality service, outdoor adventure travel company, paint
distributor, powder coating manufacturer, record company, restaurant, retail &
commercial design firm, rubber adhesive manufacturer, travel agency, travel
information service
v. 5: bagel shop, bread bakery, car wash, cigar shop, climbing outfitter, computer reseller, detective agency, freight expediting, gift store, Internet cafe, marketing consultancy, metal shop, pasta franchise, taxi service
v.6: airline, bed and breakfast, Caribbean cafe, cookie shop, health plan administrator, medical equipment manufacturer, paintball sport company, publisher, real estate investor, record store, retail art furnishing store, shave ice stand, software developer, used car dealership
v.7: accounting service, auto sales company, bowling alley, coffee bean plant/exporter, desktop publishing company, display technology company, event planning company, financial services company, general contracting company, healthcare software company, hotel resort, limited liability company, medical billing company, mortgage company, nightclub, nursery, plastic drum company, real estate company, restaurant, roller rink, screen print drying company, software engineering & management company, special needs clothing store, specialty car wash, wireless internet service
v.8: advertising agency, aftermarket Internet applications, aftermarket skate store, charity youth hockey tournament, chemical manufacturer, convenience store & bait shop, creative agency, dentist, discount Internet securities broker, energy solutions company, gourmet foods company, Internet marketplace, leasing company, online job services, online merchant, online outdoor company, racing parts store, rock climber's store & cafe, ski resort, structural engineering consulting firm, student services consulting firm, teen night club
v. 9: airline company, business development firm, caviar company, computer training service business, concert promotions company, counseling center, dollar store, electronic document security company, financial services company, golf driving range, grocery store, import/export store, Internet communications service provider, Internet software company, Internet travel agency business, marble quarry, nonprofit youth outreach ministry, online publishing system, retail business incubator, retail clothing store, science information website company, skin creme formulator, video production & distribution company, wireless systems integrator
v. 10: automotive repair service, bioterrorism prevention organization, bistro and wine bar, coatings inspection company, event photography service, fertilizer & commodity chemicals company, food, diet & nutrition company, golf grip manufacturer, holistic health center, home decor products manufacturer, housing rehabilitation company, internet & network security solution provider, litigation services company, medical equipment producer, mural company, network game centers, online customer service support, painting company, routing/navigation software company, structural genomics software provider
v. 11: adventure travel lodging company, brewpub, cigar company, construction and home rehabilitation company, daycare facility, giftware company, handmade greeting card company, handyman service, homeless shelter, interior design company, interior painting service, internet loyalty program, internet services portal site, massage therapists, mentally disabled care facility, motorcycle dealership and racetrack, online mortgage company, pizzeria, private investigator
v. 12: beauty salon, campground, car wash, concrete coating company, custodial cleaning company, daycare, dentist's office, e-commerce website producer, entertainment production, distribution and performance company, general staffing company, go-cart designer and supplier, home inspection company, information technology personnel agency, online payment services
Step III.
Review the averages (common size statements & ratios) for your industry and compare your projections against the industry averages.
Almanac of Business and Industrial Financial Ratios (Troy's)
MCOB Reference HF 5681 .R25 T68 [Lastest 5 years]
"This title is organized according to the North American Industry Classification System (NAICS) and provides 50 performance indicators on nearly 200 industries."
Annual Statement Studies: Financial Ratio Benchmarks (Robert Morris Association)
MCOB Reference HF 5681 .B2 R6 [Lastest 5 years]
"This title is organized according to the North American Industry Classification System (NAICS) and contains composite financial data. Financial statements on each industry are shown in common size, accompanied by widely used ratios. Balance sheets and income statements are shown in common size, with each item a percentage of total assets and sales (or revenues), respectively."
Industry Norms & Key Business Ratios (Dun & Bradstreet)
MCOB Reference HD 2771 .D86b [Lastest 5 years]
This source provides the average ratio for an industry arranged by SIC Code.
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Last Updated: 9/8/08 DLH
