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Mac FinDigitals / Business documents
Financial information for a defined purpose
For businesses preparing a plan or supporting financial schedules for a lender, application or internal decision.
What this covers
A clear scope before work begins
The agreed business plan or financial schedules, with assumptions and source information made clear.
We confirm the deliverables, period, responsibilities and fee before starting. The exact work depends on your records and circumstances.
What we will discuss
Records and timing
Typical starting records: The intended audience, required format, deadline, available financials and assumptions. We will agree on a suitable way to share confidential documents after the initial enquiry.
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