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

Try our customizing process now for free. It's easy - and fast. If you like what you see, buy it and start using it.

Your purchase entitles you to customize and download your workbook three times, so you can to edit your model, correct any errors, and include features you may have declined.

 
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 $597 day free trial or $89$129
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Works with Microsoft® Excel® 2003 - 2010
 

Customize spreadsheets by filling in a simple form

Step 11. Choose
The model you want
Step 22. Customize
Online form does the work
Step 33. 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.
 
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