Data-Driven Financial Projections for Your Houston Business

Answer your biggest questions and plan your next move with a clear financial roadmap.

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Stop Guessing. Start Planning.

Should you hire that new employee? Can you afford to lease a larger space? Are you ready to apply for a business loan? Running a business means facing critical decisions every day, but making them without a clear view of the future is a high-stakes gamble.

Financial projections are your answer. They are more than just spreadsheets; they are a powerful tool that transforms your historical data and strategic goals into a clear, actionable forecast. It's the closest thing to a crystal ball for your business's finances.

Our Financial Forecasting Services

We work with you to build comprehensive, professional financial projections tailored to your specific goals. Our services are ideal for:

  • Startups & New Businesses seeking investment or creating a business plan.
  • Existing Businesses planning for expansion, new product launches, or major equipment purchases.
  • Loan Applicants who need pro-forma financial statements for lenders.
  • Any Business wanting to understand its future cash flow, profitability, and financial health.

Our projection packages include detailed reports such as Pro-Forma Income Statements, Balance Sheets, Cash Flow Forecasts, and Breakeven Analysis.

Why Choose EZQ?

We're a team of experienced bookkeepers, tax professionals, and financial consultants based in Houston. While not a CPA firm, our work is supported and reviewed by licensed CPAs when needed ensuring professional standards every step of the way.

Why Choose EZQ Group

Local insight into Houston's tax & business rules

Clean, compliant monthly bookkeeping

Proactive tax filing & planning

Reliable payroll services

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Frequently Asked Questions

Our standard package includes a set of "pro-forma" financial statements projected out over 3-5 years. This includes an Income Statement (to forecast profitability), a Balance Sheet (to show financial position), and a Cash Flow Statement (to track the movement of cash). We also often include breakeven analysis and key financial ratios.

Lenders require financial projections to assess risk. They want to see a clear, data-backed plan showing that your business will generate enough cash to comfortably repay the loan. A professional forecast demonstrates that you are a serious, well-prepared applicant.

Reliable projections must be built on accurate historical data. If your books are not current, our first step is to perform a bookkeeping clean-up. We can get your records organized and up to date, then build a forecast you can trust. Learn about our bookkeeping services here.

For most established businesses, reviewing and updating your projections annually is a good practice. For startups, businesses seeking funding, or companies in a high-growth phase, we recommend a quarterly review to ensure the forecast remains a relevant tool for decision-making.

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Disclaimer: EZQ Group is not a CPA firm. However, licensed CPAs may support or review client work to ensure accuracy and compliance.