Business plans and financial models
Fixed fees by plan type, not by the hour. Standard turnaround is 10 business days; rush is 5.
When you are a NEXACC client, your plan is built on your live books. The projections start from the actual ledger we close every month, so the numbers in the plan reconcile to the numbers in your statements. That is the whole difference between a plan a lender trusts and a spreadsheet a lender questions.
Standard turnaround is 10 business days from the completed intake. Rush in 5 business days adds 25%.
$1,950
For the owner who needs a lender to say yes. Formatted the way underwriters read.
$3,900
For the founder raising from investors rather than borrowing from a bank.
$2,900
For an operating business adding a location, a line, or an acquisition — decided from its own numbers.
From $2,900
Quoted after the free review, because the reviewing body decides how much detail the plan must carry.
$1,200
The three-statement model and assumptions page, without the written plan.
$650
New year, new numbers, same plan — re-based on your current books.
Standard turnaround is 10 business days from the completed intake. Rush in 5 business days adds 25%.
Business plan writing and financial modelling are one engagement here: the written plan and the investor deck are generated from the same model, so the numbers a lender reads match the numbers you present in the room. Two revision rounds after lender or SBA feedback are inside the fixed fee.
SBA / lender-format written plan
Structured to the sections underwriters expect: executive summary, company description, market analysis, operations, management and financials.
Market, competitor and pricing analysis
Target market size, direct competitors and positioning, with competitor pricing tested against your own cost structure and the margin range you need.
Use-of-funds and repayment narrative
Each dollar requested mapped to a specific use and a repayment source, so an underwriter can size the loan without a round of follow-up questions.
Operating and staffing model
A staffing plan tied to revenue thresholds, showing when each role is added and what it costs against projected margin.
Three-statement financial model
A driver-based 3–5 year projection with editable assumptions and best, base and downside scenarios — P&L, balance sheet and cash flow linked.
Break-even, runway and DSCR analysis
The coverage and runway figures lenders test first, calculated from the same model rather than assembled separately for the appendix.
Investor pitch deck companion
A deck built from the plan's model so the slide figures and the written plan cannot drift apart between meetings.
Two revision rounds
Underwriter or investor comments addressed directly in the document, inside the fixed project fee.
No legal advice
We are accountants, not attorneys. Contracts, disputes and ownership arguments go to a licensed attorney — we will refer you to one.
No opinion audits
We do not issue audit opinions on our own clients' financial statements.
No guaranteed outcomes
No one can promise a loan approval, an investor check or a visa result. We prepare the strongest, most accurate file we can; the decision belongs to the lender, the investor or the government.
Every engagement starts the same way: half an hour with an accountant who tells you what you should do, quotes a fixed fee, and leaves the decision with you.
