Accounting and Projection Clinic


Accessing needed funding to start or grow a business can be challenging, especially translating your business plans into financial projections that are typically needed to be considered for a bank loan.  The Small Business Accounting and Projection Clinic (APC) assists start up and growth-minded entrepreneurs in Dane, Sauk, and Columbia Counties in Wisconsin with no-cost, confidential, one-on-one assistance in creating financial projections necessary for traditional commercial lending funding requests, which includes SBA 7a and 504 loan options.  Additionally, the clinic provides no cost access to training covering basic accounting concepts, recordkeeping and cash flow management.  The clinic is managed by the UW-Madison SBDC at the Wisconsin School of Business, and is supported by Wisconsin School of Business student interns.

The Small Business Accounting and Projection Clinic has four primary goals:

  1. Provide high quality, “bank ready” projected financial statements for Clinic clients to use as part of their business planning and loan application package(s).
  2. Provide Clinic clients access to training on basic accounting and financial management concepts to support business launch and growth.
  3. Provide Wisconsin School of Business students a hands-on learning experience in the practical aspects of small business accounting and funding.
  4. Impact the State of Wisconsin economy by helping businesses launch and grow.

UW-Madison Accounting and Projection Clinic is generously supported in part by Federal Community Project Funds and Associated Bank.


The Small Business Accounting and Projection Clinic supports entrepreneurs and businesses that are located in Dane, Sauk or Columbia Counties in Wisconsin, preparing to seek outside funding from commercial lending institutions, and have completed sufficient business planning to be “ready” for projection preparation.

“Readiness” is generally defined by the following criteria:

  • Have completed a written business plan, pitch deck or Business Model Canvas that clearly outlines the proposed business model and path to operations
  • Can identify key revenue streams and cost drivers, including a pricing plan and understanding of key product /services and operating costs
  • Have a good understanding of potential market size and expected market share, grounded in a solid understanding of competition
  • Can quantify key business start-up cost estimates, including cost of any land, building or asset acquisition that may be part of the business plan
  • Have a sufficient credit score to qualify for bank funding (generally, must be above 670)

Qualified candidates must also be located – or plan to open a business – in Dane, Columbia or Sauk County.


The Small Business Accounting and Projection Clinic has limited resources and cannot work with every entrepreneur or business that applies for services.  If you would like to be considered, please use the Service Request form below.  Upon completion of the form:

  1. We will contact candidates who meet the client criteria (defined at left) to schedule a further screening interview, held either via phone or video conference. Screening interviews typically occur bi-weekly. Candidates who are not qualified at this time will be notified via email.
  2. After the screening interview, we will let you know if you are a good fit for our Clinic at this time. This determination is based on current Clinic capacity, your “readiness” as defined in CLIENT CRITERIA, and overall fit with clinic objectives.
  3. For those accepted to the Clinic, we will provide a detailed list of all clinic input needs. This list will include completion of an electronic request for consulting form from the SBDC.
  4. Once all client input needs are received, your project will be placed on the schedule. Project completion time is typically 10 business days from scheduled start date.

Service Request Form

The Wisconsin SBDC Network is a proud part of the Institute for Business & Entrepreneurship in the University of Wisconsin System.
It is funded in part through a Cooperative Agreement with the U.S. Small Business Administration.