Accounting and Projection Clinic

How to Apply

CLIENT CRITERIA

The UW-Madison Small Business Accounting and Projection Clinic supports Wisconsin entrepreneurs currently located – or planning to open a business in – Dane, Columbia or Sauk counties who are preparing to seek funding from commercial lending institutions.

Clients who are “ready” for projection preparation generally have:

  • A completed a plan for the proposed new business or growth strategy (usually in the form of a written business plan, pitch deck, Business Model Canvas, or completed Beginner’s Guide to Financial Projections workbook) that clearly outlines the proposed business model and path to operations.
  • Identified key revenue streams, including a pricing plan and key cost of sales and operational costs.
  • A good understanding of potential market size and expected market share, grounded in a solid understanding of competition.
  • Start-up cost estimates, including the cost of any land, building, or asset acquisition that may be part of the business plan.
  • A sufficient credit score to qualify for bank funding (generally above 670).

APPLICATION PROCESS

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 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 clinic input needs.
  4. Once client inputs are received, your project will be placed on the schedule. Project completion time is typically 15 business days from scheduled start date.

Service Request Form

Not Ready to Apply for the Clinic?

The no-cost, on-demand Beginner’s Guide to Financial Projections will help you clarify the information you’ll need for projections! The course features:

  • A custom workbook to help you apply the concepts you are learning to your own business. Completing the course workbook is your ticket to prepare for application!
  • Beginner-friendly content – written for non-accountants!
  • Detailed explanations of the key financial inputs you’ll need to create effective projections.
  • Narrative and full financials from case-study business owners Mateo and River, who will talk you through how they built their projections.

Start the Free Course Here!

About our APC Team | Click the photos to learn more!

Anne Inman

Position title: Accounting and Projection Clinic Program Manager & Senior Business Consultant

Email: anne.inman@wisc.edu

Dennis Matott

Credentials: Major(s): Accounting and Finance with a certificate in Data Science | Intended Graduation Date: May 2024

Position title: APC Intern

Mika  Cavanagh 

Credentials: Majors: Accounting and Risk Management/Insurance | Intended Graduation Date: May 2024 

Position title: APC Intern

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.

 

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

.