Accounting and Projection Clinic

CLIENT CRITERIA

The Small Business Accounting and Projection Clinic supports entrepreneurs and businesses that are located in Dane, Sauk or Columbia Counties in Wisconsin and 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.

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 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