Financial Plan for Medical Services

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Customize a financial plan for your medical services business 

This model is offered in a number of fully customizable versions. Compare these below and choose the one that suits your business size and needs. Once selected, customizing your spreadsheet is quick and easy. Your business could be using powerful, professional Excel analysis in minutes.

Each version is free to customize and preview.

StandardProPower Pro
  • Financial statements
  • Practice areas
  • Sales segments/channels
  • Major engagements, billable hours
  • Sales funnel for minor engagements
  • Cost of services
  • Medical staffing model
  • Operating expense
  • Asset, liability, equity detail
All features of Standard plus:
  • Grant income
  • Direct materials
  • Recruiting expense
  • Scale effects for expenses
  • Minor assets (depreciated in groups)
  • Capitalized development spending
  • Bonds outstanding
  • Valuation of the enterprise
All features of Pro plus:
  • larger dimensions with more items
  • More time periods
7 day free trial or $297 day free trial or $49$89

Compare Versions

 StandardProPower Pro
Financial Statements   
Income statement, balance sheet, cash flow statement, ratio report
Services model   
Practice areas
Sales by channels/locations
Patients - new & continuing
Procedures & precedure groups
Revenue model   
Revenue, fees for services
Grants 
Cost of Services   
Applied medical hours
Applied medical equipment hours
Direct materials 
Travel & entertainment
Medical staff   
Medical staff types & headcount
Medical staff expense - salaries, wages, bonus, commissions, payroll taxes
Medical staff recruiting expense 
Support staff   
Support staff job levels by department
Support staff headcount
Support staff expense - salaries, wages, bonus, commissions, payroll taxes
Support staff scale economies - estimate headcount from revenues including scale effects 
Support staff recruiting expense 
Operating expense   
Departments 
Marketing programs expense
Scale effects for marketing programs 
Department-specific expense accounts 
General & admin expense - several accounts
Scale effects - G&A expense 
Facilities expense: rent, utliities, maintenance, other
Leases of medical assets
Leases of non-medical assets
Financial expense: interest on debt, interest earned on cash balance
Income tax - tax rate, tax loss carryforward
Balance sheet - assets   
Short-term assets: cash, receivales, supplies inventory
Long-term assets: major assets with depreciation
Long-term assets: minor assets aggregated by types, with depreciation 
Capitalized development spending 
short-term liabilities: payables, short-term debt
Long-term liabilities: loans
Long-term liabilities: bonds outstanding with face value, initiation fee, interest rate, duration, balloon payment 
Equity - paid-in capital, retained earnings
Valuation of the business - discounted cash flow, cash flow after model time, internal rate of return 
Version size limits   
Time Periods364860
Procedure groups248
Procedures4816
Time periods in time distribution of procedures for new patients6812
Service locations148
Medical staff types4812
Support staff types468
Support Departments468
Support department-specific expense accounts-612
Marketing programs369
Leases - medical equipment4812
Leases - non-medical equipment4812
Major long-term assets41015
Types of minor assets0510
Bonds outstanding-812
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Works with Microsoft® Excel® 2003 - 2010

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Each spreadsheet offers:

  • Carefully organized layout
  • Comments on every variable table
  • Collapsible groups hide details until wanted
  • Easy-to-read symbolic formulas show what the model does
  • Easily change input data, start date, label text...
Meet your exact needs better than any static template.
 
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