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Scoping - Statutory versus Management

Introduces the concept of statutory versus management accounting and the fundamental impact on model scoping and content.

ManagementscopingStatutory

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2. Your Details

Full Name * Full Name *

Company Name * Company Name *

Business Email * Business Email *

Position * Position *

Financial Modeling Skill Level *

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Industry *

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3. Your Model Requirements

Types of model

What is your budget for this model?

Turnover of business to be modeled?

Please provide a general description of the business(es) to be modeled:

What is the primary purpose of the model?

Do you have an existing model?

What is the legal structure of the business?

What is the jurisdiction of the business for taxation purposes?

What currencies need to be included in the model?

What will be the initial time series characteristics of the model?

If including historical data, will the model need to be periodically rolled forward?

What accounting package is currently being used by the business?

How would you like to forecast the revenues and expenses of the business?

Are there any unusual working capital or assets treatments that need to be reflected in the model?

What is the current capital structure of the business?

Are there any complex or unusual debt, equity or taxation treatments that will need to be reflected in the financial model?

Which taxes other than corporate taxation need to be included in the model?

What other functionalities would you like in the model?

Provide any other information to assist us in understanding your model requirements:

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