James E Raftery, CPA
James E. Raftery, CPA, PC
What We Do


Financial Projections

Financial ProjectionsNo one can predict the future perfectly, but we can all benefit from planning for it.

Our firm combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending, and show your financial strength.

All businesses, whether startup or growing, will be required to supply prospective financial data. Most of the time, creditors will want to see what you expect your company to be able to do within the next five years. Each year's documents should include forecasted income statements, balance sheets, cash flow statements, and capital expenditure budgets.

All projections should be broken out by months for at least one year. If you choose to include additional years, they generally do not need to be any more detailed than by quarters for another year and then annually after that.

Our accuracy and expertise is an important factor, making sure your projections match your funding requests; creditors will be on the lookout for inconsistencies. It's much better if we catch mistakes before they do.

With our experience, we know the often overlooked elements (i.e. credit history, resumes, letters of reference, ratio and trend analysis, etc.) the lender will sometimes require. Our work can range from top-level reports to detailed financial models; whatever you need.





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JAMES E. RAFTERY, CPA, PC - 606 N STAPLEY DRIVE - MESA, AZ 85203
phone 480.835.1040 - Email the firm
















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