Financial Plan for Professional Services

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Customize a financial plan for a professional service firm 

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
  • 4 Financial statements
  • Practice areas
  • Major engagements, billable hours
  • Sales funnel for minor engagements
  • Cost of services
  • Professional staffing model
  • Operating expense
  • Asset, liability, equity detail
All features of Standard plus:
  • Sales segments/channels
  • Fixed fee engagements, applied hours
  • Summary for each major client
  • Recruiting expense
  • Greater detail in many areas
All features of Pro plus:
  • larger dimensions and time series
  • See Features tab for long list of additional features
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
Sales model   
Practice areas
Sales by channels/locations 
Major engagements
Sales funnel for minor enagements
Engagement types
Fixed fee engagements 
Revenue, billable hours, hourly rates
Client summaries 
Cost of Services   
Applied professional hours
Travel & entertainment
Consumable supplies 
Professional staff model   
Professional headcount, utilization
Professional staff expense - salaries, wages, bonus, commissions, payroll taxes
Recruiting expense - professional staff 
Support staff   
Support staff job levels by department
Support staff headcount
Support staff expense - salaries, wages, bonus, commissions, payroll taxes
Recruiting expense - support staff 
Scale effects for support staff 
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 
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 practice development spending 
Balance sheet - liabilities   
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 
Balance sheet - equity   
Equity - paid-in capital, retained earnings
Valuation of the firm -discounted cash flow, internal rate of return 
Version size limits   
Time Periods364860
Practice areas4812
Sales segments/channels-48
Engagement types248
Major engagments81632
Direct supply types-24
Lead quality classes (in sales funnel for minor engagements)-35
Clients tracked separately-1020
Professional staff types4812
Support staff types468
Departments468
Departmental expense accounts-1020
Marketing programs369
Leases4812
Major long-term assets41015
Types of minor assets3510
Bonds outstanding4812
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Works with Microsoft® Excel® 2003 - 2010

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Step 22. Customize
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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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