A versatile & easy-to-edit financial model template, built specifically for professional service providers.
Built for professional services!
Get it done faster (and cheaper): easily build your financial projections with this trusted spreadsheet template.
Built for Excel & GSheets.
Contains over…
15
editable & automated sheets
Including
3
years of annual statements
Along with a…
5
chart summary dashboard
And over…
4
different revenue lines
Key features
- 15+ easy-to-edit and fully-automated sheets and charts, including…
- One high-level summary sheet with 5+ charts & key metric highlights for an immediate & straightforward overview of overall growth
- All key annual financial statements: Balance Sheet, Income Statement, Cash Flow Statement, etc.
- Easy editing: all Assumptions centralized in one sheet, highlighted yellow
- Done-for-you benchmarks & research: marketing funnel assumptions, hyperlinked to sources for your convenience
- Supports multiple revenue streams (up to 5 distinct services).
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Our team works with countless leading companies & startups.
Edit with ease
Effortlessly forecast your business.
Our team works with hundreds of cutting-edge organizations ever year — from publicly-traded and Fortune 500 corporations to high-growth startups and VC firms, across industries & around the world.
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- 15+ easy-to-edit and fully-automated sheets and charts, including all key annual financial statements: Balance Sheet, Income Statement, Cash Flow Statement, etc.
- Easy editing: all Assumptions centralized in one sheet, highlighted yellow
- Straightforward Cash Outflows & Hiring Plans: Salaries & Operating Expenses + Fixed Business Expenses
- Full marketing funnel: paid ads, affiliates, social media, organic, etc.
- FREE updates for life!
$129 $79
- Dashboard
- Assumptions
- Cash Flow Summary
- Fixed Costs
- Salaries & Wages
- Income Statement
- Balance Sheet
- Cash Flow Statement
Dashboard of charts & key metrics
Your one-stop shop to track of all your important financial metrics. The charts give you a clear overview of financials, growth and key metrics.
Done-for-you research & assumptions
This model is designed for the highest ease-of-editing, with end-to-end formulas so your automagically updates flow through to all ~15 sheets, and all assumptions clearly organized & centralized in one sheet. Just update the highlighted cells with your parameters and the rest of the model will project your P&L.
Simple cash flow summary
A simple overview of your annual financials and key metrics — the perfect table to copy into reports and pitches.
Add your fixed expenses
Quickly project all fixed operating expenses for your business (ie. R&D, SG&A) in this organized & straightforward sheet.
This model is designed for highest ease-of-use: its automated, end-to-end formulas guarantee you don’t have to worry about constantly updating cells manually.
Salaries & wages
Track all FTEs and PTEs in your team with this simple list of salary costs, designed to accommodate both individual and group budgeting. Like the rest of our template, all this data automagically flows through the entire financial model.
Annual Income Statement
This model automagically generates all key annual financial statements — simply update the Assumptions tab with your details and our model will take care of the rest.
Annual Balance Sheet
This model automagically generates all key annual financial statements — simply update the Assumptions tab with your details and our model will take care of the rest.
Annual Cash Flow Statement
This model automagically generates all key annual financial statements — simply update the Assumptions tab with your details and our model will take care of the rest.
FAQ
How do I know this is right for me?
This financial model is perfect for entrepreneurs to quickly build financial projections for fundraising decks or business modeling.
With this all-in-1 model, you’ll be able to forecast your sales, profits, and cash flow in seconds. Plus, you’ll have all the data, metrics and reports you’ll need to effectively present your business plan to investors & prospects. This financial model was crafted in Excel by expert analysts with a Fortune 500 consulting background to assist entrepreneurs with forecasting efforts.
Take advantage of this Excel model to effortlessly forecast your financials, create investor-friendly reports, and build a better business!
Do I need any specific knowledge or special skills to use this?
You don’t have to be an expert to model your P&L with this straightforward spreadsheet template. Our model makes that easy for even the most novice finance background.
Just enter your financials and our sophisticated model will do all the work, giving you a clear view of your company’s current state, predictions for future performance, and an action plan for scaling revenue. With financial projections that can be easily updated as assumptions change, you’ll have all the information you need to project your company’s future & pitch investors!
How do I use this financial model?
All of our templates are editable with Excel or Google Sheets. We focused on making it simple to use and customize. This model is designed for the highest ease-of-editing, with end-to-end formulas so your automagically updates flow through to all ~15 sheets, and all assumptions clearly organized & centralized in one sheet. Just update the highlighted cells with your parameters and the rest of the model will project your P&L.
The Professional Services Financial Model is a sophisticated modeling solution that streamlines your financial analysis. The template includes done-for-you benchmarks for assumptions & pre-built formulas for common revenue models, which you only need to change if necessary.
What software do I need?
All of our templates are editable with Excel or Google Sheets. We focused on making it simple to use and customize.
Can I customize / edit this model?
Most certainly! The model is 100% editable — no frozen cells or extra add-ons required. We’ve highlighted the assumptions and user input cells with a green/yellow code included (all in the Assumptions sheet), but all the cells are completely editable so you can adapt the model to your liking.
Do you help with pitch decks?
Yes, certainly! Our team has helped create pitch decks that have closed over $100M in deals & investments for companies ranging from Fortune 100 corporations to Y Combinator startups.
Check out our top-rated pitch deck templates here, or feel free to reach out to us via email or Behance if you’re looking for custom services.
How can I purchase this?
Click on the “Download Now” or “I want this” buttons anywhere on this page, or just click here! You will then be able to purchase the asset via our payment partner, Gumroad, where you will be able to enter your billing and payment information. We accept all major international debit and credit cards such as Visa, Mastercard or Paypal.
Can I get a refund?
Unfortunately, we are unable to offer refunds: all sales are final – these files are instantly available digital downloads and cannot be returned. Please feel free to contact us with any questions; thank you!
Is payment secure?
For sure! We accept all major credit cards, debit cards, Apple Pay, and PayPal. Payments are powered by Stripe and PayPal, and processed via Gumroad (you will see “Gumroad” on your credit card statement). All transactions are secured and your card payment information encrypted and sent directly to Stripe and PayPal, no payment details are stored on our website.
Am I charged VAT?
No, we do not charge VAT.
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