This financial plan is specially designed for professional service firms. Plan and track financial and operating performance. Ideal for presentation to investors.
The core of the plan is 4 financial statements:
- 1. Income statement
- 2. Balance sheet
- 3. Cash flow statement
- 4. Financial ratio report
Plus backup detail in these areas:
- Practice areas
- Sales channels/segments
- Major engagements
- Sales funnel for minor engagements
- Professional staffing model
- Billable professional time
- Operating expenses
- Assets, Liabilities, Equity
Go to the Features tab for a full list of features.
Fully Customizable
Using our automated modelling technology you can create a report that exactly suits your needs. Turn on and off major features, specify time line and "dimensions" such as service lines, preferred currency symbols, and date formats in a simple online form.
There’s nothing to install or learn.
Easy to Use
Your spreadsheet has a logical and intuitive layout that includes:
- Comments on every variable table
- Collapsible groups hide detail until needed
- Easy to understand symbolic formulas
- Easy modifiable data and preferences