IDEAS home Printed from https://ideas.repec.org/a/ibf/riafin/v13y2020i2p49-83.html
   My bibliography  Save this article

An Enhanced Management Tool For Creating Pro-Forma Financial Statements Una Herramienta De Gestion Para Crear Estados Financieros Proforma

Author

Listed:
  • Terrance Jalbert

Abstract

The creation of pro-forma financial statements presents a challenge for entrepreneurs without extensive training in finance and accounting. This paper is the third in a series that provides tools to assist managers with creating these estimates. The approach requires users to estimate only management variables. The template completes all other necessary calculations. This paper extends earlier work by introducing additional automation. Specifically, the template here automates tax and cost of capital calculations

Suggested Citation

  • Terrance Jalbert, 2020. "An Enhanced Management Tool For Creating Pro-Forma Financial Statements Una Herramienta De Gestion Para Crear Estados Financieros Proforma," Revista Internacional Administracion & Finanzas, The Institute for Business and Finance Research, vol. 13(2), pages 49-83.
    • Handle: RePEc:ibf:riafin:v:13:y:2020:i:2:p:49-83
    as

    Download full text from publisher

    File URL: http://www.theibfr2.com/RePEc/ibf/riafin/riaf-v13n1-2020/RIAF-V13N2-2020-5.pdf
    Download Restriction: no
    ---><---

    More about this item

    Keywords

    Financial Statements; Pro-Forma Financial Statements; Forecasting; Entrepreneurship; Small Business Finance; Accounting for Small Businesses;
    All these keywords.

    JEL classification:

    • A2 - General Economics and Teaching - - Economic Education and Teaching of Economics
    • G31 - Financial Economics - - Corporate Finance and Governance - - - Capital Budgeting; Fixed Investment and Inventory Studies
    • M13 - Business Administration and Business Economics; Marketing; Accounting; Personnel Economics - - Business Administration - - - New Firms; Startups
    • M41 - Business Administration and Business Economics; Marketing; Accounting; Personnel Economics - - Accounting - - - Accounting

    Statistics

    Access and download statistics

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:ibf:riafin:v:13:y:2020:i:2:p:49-83. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    We have no bibliographic references for this item. You can help adding them by using this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Mercedes Jalbert (email available below). General contact details of provider: .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.