The model produces a multitude of financial statements and supporting
schedules including the balance sheet, income statement, and statement
of cash flows, as well as schedules for cost of sales and inventory (if
the business involves the sale of goods), overheads, banking, accounts
receivable, accounts payable, and cash flow assumptions. Full details
can be entered for each supporting schedule.
Pro-Forma
Plus – Standard Edition will help fine-tune the most demanding project
for companies that have up to seven profit centres or operating
departments.
Formats the financial statements automatically for any type of
company: manufacturer, distributor, retailer or service company.
Operating loan balances are automatically monitored and updated.
Calculates margin requirements and predicts collateral shortfalls, if
any. This means financing proposals can be submitted knowing the bank's
requirements beforehand - not finding out after the submission has been
made.
Amortization schedules are prepared automatically for an unlimited
number of long-term loans - existing and proposed. Calculates and
records the current and deferred portions on the balance sheet.
Complete budget details along with narrative commentary and the
comparative to prior year numbers can be shown for each expense and
sales item.
Compares up to five years historical data, creates a trend line for
each item, and compares this to the corresponding item in the budget
for the coming year. The analysis includes each profit centre, the
income statement and overhead schedule and includes percentages as well
as amounts.
Contains a powerful, multi-year forecasting capability. Forecasts can
be created in monthly detail for as many years as required (balance
sheets are carried forward automatically each year), then automatically
summarized in a comparative annual format.
The variance analysis feature can be used to update budgets as actuals
become known. Based on the actual performance to date, the current
budget can be re-forecast to the end of the fiscal period while
retaining the original numbers. Variances are shown in dollars and
percentages.
In addition, PFP includes a powerful rolling budget feature that is
ideal for companies experiencing considerable change. The rolling
budget allows management to see the impact of current events beyond the
current fiscal period.
Pricing
Pendock Pro-Forma Plus is available in American, Canadian and
Australian formats and is priced in local currencies. We accept Visa,
Mastercard and Amex.
Standard Edition is $699
FedEx shipping is $25 throughout North America; $60 overseas.
Pendock Pro-Forma Plus is so easy to learn and use, unlimited “800"
number support is free. If you have a problem, first check the manual,
but don’t struggle. Contact us - we’ll be pleased to help.
Annual Renewal:
Standard Edition $249
The annual renewal includes unlimited toll-free telephone support and
upgrades within the same version of PFP as they become available.
Click here to order
or telephone us at (800) 567-4500
Corporate Edition contains all of the features in the Standard Edition and adds a complete business planning module, a consolidation module and a business valuation module.
Business Planning:
Every company has planned business activities to some degree - even if
the plan is not committed to paper. However, getting it down in black
and white formalizes the process and instils a discipline upon the
corporation - it forces action and involvement at all levels of the
company.
Consolidations:
The consolidation feature includes the balance sheets, income
statements, overhead schedules, and cash flow schedules. Features
include eliminations, automatic currency conversion and the ability to
realign accounts for dissimilar entities. When consolidated budgets are
prepared for more than one year, a multi-year summary of consolidated
results can be created automatically.
Business Valuation:
Valuation professionals will find the business valuation module
especially helpful. It provides an adjustable valuation range showing
the high and low ranges. Ranges are based on each of weighted and
simple averages at plus or minus 10%. An alternative range can be
entered manually.
Cash
flows from operations are picked up automatically from each year's
statement of changes in financial position and discounted to present
values after the necessary adjustments have been entered.
Historical income statements for up to 12 years are converted to
current values using CPI where the current year is converted
automatically to 100. As many adjustments as necessary can be entered.
Historical balance sheets for up to 12 years can be entered. Adjustments to the current year for fair market value of capital and other assets can be made along with adjustments for surplus assets, etc. The ratio of the range of maintainable earnings to adjusted equity is calculated automatically along with working capital and debt to equity ratios. User-defined ratios can also be entered.
Pricing
Pendock Pro-Forma Plus is available in American, Canadian and
Australian formats and is priced in local currencies. We accept Visa,
Mastercard and Amex.
Corporate Edition is $999
FedEx shipping is $25 throughout North America; $60 overseas.
Pendock Pro-Forma Plus is so easy to learn and use, unlimited “800"
number support is free. If you have a problem, first check the manual,
but don’t struggle. Contact us - we’ll be pleased to help.
Annual Renewal:
Corporate Edition $249
The annual renewal includes unlimited toll-free telephone support and
upgrades within the same version of PFP as they become available.
Click here to order
or telephone us at (800) 567-4500
Modula Edition is designed for organizations which need the ability to
collect and consolidate budgets from many different divisions or profit
centres. Modula Edition retains all of the features in Corporate
Edition and adds additional functionality.
Having each manager complete their own budget electronically means the
annual budget process is shortened considerably. Changes are done in
seconds and mathematical accuracy is a given. Next year's budget
process is even faster since the prior year numbers just need updating.
Since number crunching is no longer a time-consuming process, managers
can devote more time to the strategic elements of the budget
preparation exercise.
Modula Edition includes an option to create up to 12 administrative
departmental budgets directly by each manager with full details
provided for each budget item. The administrative budget modules can be
used for all or some administrative departments and can be distributed
in the same manner as the operating budget modules.
PRICING
Pendock Pro-Forma Plus is available in American, Canadian and
Australian formats and is priced in local currencies. We accept Visa,
Mastercard and Amex.
Modula Edition is $1,499
FedEx shipping is $25 throughout North America; $60 overseas.
Pendock Pro-Forma Plus is so easy to learn and use, unlimited “800"
number support is free. If you have a problem, first check the manual,
but don’t struggle. Contact us - we’ll be pleased to help.
Annual Renewal:
Modula Edition $349
The annual renewal includes unlimited toll-free telephone support and
upgrades within the same version of PFP as they become available.
Click here to order or telephone us at (800)567-4500
“I’ve been using Pro-Forma Plus for almost 20 years, and still today the value of the product amazes me!”
Gary L. Cook, CGA
Cook & Company
“I would
definitely recommend Pro-Forma Plus. It’s very simple to use and
greatly simplifies the creation of complex cash flow forecasts.”
Jonathan Roberts, CA
Zzoom Inc.
“I like Pro-Forma Plus because of its ease of use, logical formatting and detailed schedules.”
Rick Gagner, CMA
Rossdown Natural Foods Ltd.
“It’s easy to use and it makes you look like a guru!”
Jahan Roohi, CGA, CFP
Buchanan Rubber Ltd.
“I
most definitely would recommend Pro-Forma Plus. I like the automated
cash flow calculations, its ease of use, and the fact it’s in Excel.”
Jeff Minicola, CA
Capella Telecommunications Inc.
