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Three months accounting financial roadmap with milestones

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Presenting Three Months Accounting Financial Roadmap With Milestones PowerPoint Template. This PPT presentation is Google Slides compatible hence it is easily accessible. You can download and save this PowerPoint layout in different formats like PDF, PNG, and JPG. This PPT theme is available in both 4,3 and 16,9 aspect ratios. This PowerPoint template is customizable so you can modify the font size, font type, color, and shapes as per your requirements.

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Content of this Powerpoint Presentation

Description:

The image is a PowerPoint slide that outlines a three-month financial roadmap for a company with specific milestones. The roadmap is divided into four phases:

Month 1: Start-up

Milestones: Feasibility, Basic Policies & Procedures.
Strategic: FD/ CFO Consultancy, Available funding, and grants, Financial duties support.
Hands-On: Bank Account, Accounting Set up.

Month 2: Pre-investment

Milestones: Month End Accounting, Financial Reporting.
Strategic: Part-Time FD/ CFO, Business Plan & Financial Model.
Hands-On: Financial control procedures, Cash flow management.

Month 3: Investment

Milestones: Forecast reporting, Audit Support & Preparation.
Strategic: Part-Time/Interim FD, Raise Debt, Management of Finance Function.
Hands-On: Finance team build-up.

Post Investment/ Future Growth

Milestones: KPI reporting, Maximize Funding Requirements.
Strategic: Add text here (indicating customizable content).
Hands-On: Add text here (indicating customizable content).

Each section includes editable text fields where specific information can be added.

Use Cases

This type of slide can be utilized in various industries for planning and presentation purposes, including:

1. Startups:

Use: To plan and track financial milestones.

Presenter: Chief Financial Officer.

Audience: Investors, internal teams.

2. Banking:

Use: For advising business clients on financial planning.

Presenter: Financial Advisor.

Audience: Business clients.

3. Consulting:

Use: When creating financial strategies for clients.

Presenter: Financial Consultant.

Audience: Corporate clients.

4. Education:

Use: Teaching financial management and planning.

Presenter: Academic Instructor.

Audience: Business students.

5. Non-profits:

Use: Mapping out funding and financial management strategies.

Presenter: Finance Director.

Audience: Board members, donors.

6. Healthcare:

Use: Financial planning for new medical facilities or services.

Presenter: Healthcare Administrator.

Audience: Stakeholders, regulatory bodies.

7. Technology:

Use: Planning for product development and growth phases.

Presenter: Startup Founder/CEO.

Audience: Venture capitalists, angel investors.

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