Financial Plan for Professional Services
ModelSheet: Custom spreadsheets in minutes
Customize a financial plan for a professional service firm
This financial plan provides everything you need to model your professional services business.
Includes major & minor engagements, practice areas, billable hours, support activities, plus usual features for a financial plan.
This model helps you:
- Plan & record your financial trajectory
- Monitor practice areas
- Track clients and engagements
- Log sales: revenue, billable hours, rates
- Plan expenses, profit, cash flow
- Track assets, liabilities, owners' equity
- Estimate a valuation for your business
| Standard | Pro | Power 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 $29 | 7 day free trial or $49 | $89 |
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Works with Microsoft® Excel® 2003 - 2010
Customize spreadsheets by filling in a simple form
 | 1. Choose
The model you want |
 | 2. Customize
Online form does the work |
 | 3. Download
And it's ready to use |
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.
Watch our video on how easy it is to customize our models
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