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Revenue Forecasting

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Forecast Revenue and COGS to the dollar

Remember to keep the end goal in mind, whether that’s an 8-figure exit or continuing to scale the business. Forecasting allows you to assess whether you are on track and helps determine areas to work on.
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Forecast revenue and COGS. To the dollar.
Identify pain points in your business (1)
Counter 1 1

Identify pain points in your business

Running out of cash too early? Wasting money on SKUs barely profiting? When you project into the future, you discover what you can fix today that will pay dividends later.
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Gain confidence in your financial numbers

If you are serious about scaling an ecommerce business, your accounting should be perfect.

Historical data we can leverage

The more accurate your historical financials are, the better. This helps us assess performance sooner and make changes quickly.
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Historical data we can leverage (1)
Make tweaks along the way

Make tweaks along the way

Forecasting is an ongoing exercise. Assumptions must be updated as your business evolves, and as our team gets to know you better.
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Features we love

01

Recurring projections

Three-year, five-year and ten-year quarterly financial forecast. Includes Balance Sheet as at quarter end, quarterly Income Statement, and Cash Flow Statement

02

Insightful commentary

Quarterly actuals populated with commentary for missed, met or exceeded targets

03

Living spreadsheets

Breathing google sheet for you to "check in" anytime

04

We’re plugged in

Liaison with your bookkeeper for us to populate actuals (we can add them to our slack channel)

05

Updated assumptions

Detailed key assumptions tab, updated upon request as new business information comes to light

06

PDF Delivery

PDF delivery of your branded financial package, no later than the 15th day following quarter-end

07

Dedicated pros

Unlimited discussion with an ecommerce expert in Slack

Features we love

01

Recurring projections

Three-year, five-year and ten-year quarterly financial forecast. Includes Balance Sheet as at quarter end, quarterly Income Statement, and Cash Flow Statement

02

Insightful commentary

Quarterly actuals populated with commentary for missed, met or exceeded targets

03

Living spreadsheets

Breathing google sheet for you to "check in" anytime

04

We’re plugged in

Liaison with your bookkeeper for us to populate actuals (we can add them to our slack channel)

05

Updated assumptions

Detailed key assumptions tab, updated upon request as new business information comes to light

06

PDF Delivery

PDF delivery of your branded financial package, no later than the 15th day following quarter-end

07

Dedicated pro

Unlimited discussion with an ecommerce expert in Slack
Some of our favorite tools

Frequently Asked Questions

It depends. We want to figure out exactly what you need before we promise you anything, and come up with a plan to get the job done. Please [book a call] with us and we can discuss a price that makes sense given your bookkeeping needs.
Our shop only handles QuickBooks Online and Xero. We won’t take on bookkeeping clients that wish to continue with Sage or something else. However, we’d be happy to move you over and get you all set up.
Uh, ya. Just tell us what you need and we’ll do exactly what you’re already doing. We’ll also find a way to improve at least one part of your accounting process.
Unfortunately not. Our expertise is in full cycle accounting, AP, forecasting, payroll and building awesome free tech for ecom businesses. We partner with awesome CPAs across the US and Canada and can refer you to one if necessary.
Of course we can, if you’re hiring us to be your bookkeeper. We’ll move everything over and set up your file on day 1.

How do I get started with Forecasting?

STEP 1

Discovery Call

Book a zoom call on our website. We’ll learn about your business and determine what you need, across our services.
STEP 2

Pricing Call

We’ll propose 3 different ways to work together at 3 different price points. The price will depend on your unique accounting needs.
STEP 3

Onboarding

On your first day, we get you all set up, gain access to your technology, and start performing the agreed upon service.
STEP 1
phone

Discovery Call

Book a zoom call on our website. We’ll learn about your business and determine what you need, across our services.
STEP 2
save money 1

Pricing Call

We’ll propose 3 different ways to work together at 3 different price points. The price will depend on your unique accounting needs.
STEP 3
laptop

Onboarding

On your first day, we get you all set up, gain access to your technology, and start performing the agreed upon service.
BOOK A CALL

Success Stories

“I thought my accounting was under control. Unloop explained how COGS works and started preparing detailed reports”.
Daniel C.
CEO
“Before Unloop, my financials were just for compliance. Now I actually use them to make decisions”
FAHRA A.
ACCOUNT MANAGER
“I’ve been searching for a bookkeeper that can nail down my COGS. Unloop’s the first to get it right, thanks Mike and team.”
CHRIS L. 
FOUNDER
“I thought my accounting was under control. Unloop explained how COGS works and started preparing detailed reports”.
Daniel C.
CEO
“Before Unloop, my financials were just for compliance. Now I actually use them to make decisions”
FAHRA A.
ACCOUNT MANAGER
“I’ve been searching for a bookkeeper that can nail down my COGS. Unloop’s the first to get it right, thanks Mike and team.”
CHRIS L. 
FOUNDER

Services

Stop guessing

Know exactly where your ecommerce business stands financially.
Contact
+1 877 421 7270
Headquarters
228 Park Ave S #82849
New York, NY 10003
United States
7676 Woodbine Ave #2
Markham, ON L3R 2N2
Canada
Headquarters
228 Park Ave S #82849
New York, NY 10003
United States
7676 Woodbine Ave #2
Markham, ON L3R 2N2
Canada
About unloop

Unloop is the first and only accounting firm exclusively servicing ecommerce and inventory businesses in the US and Canada. With the power of people and technology, our team dives deep into COGS and inventory accounting.. You are paired with a dedicated bookkeeping team that prepares accurate financial statements, financial forecasts, and can also pay bills or run payroll for you. Come tax time, everything is organized and ready to go, so you don't need to worry. Book a call with an ecommerce accountant today to learn more.

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