Financial projection templates, DIY projection software, and custom CPA support for raising capital and business planning

Projections for raising investment, securing an SBA loan, or planning

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Financial projection templates, DIY projection software, and custom CPA support for raising capital and business planning

Financial Projections for raising investment, securing an SBA loan, or planning

View Projection Templates

Our Financial Projection Templates are CPA Prepared, Industry Specific, and Easy to use.

Choose from 50+ unique, CPA developed, financial forecast worksheet templates to have lender and investor ready projections in no time at all.

View Projection Templates

How do the Projection Templates work?

Select your industry

Browse the list of 50+ CPA developed financial projection templates to find your industry. Don't worry, if you don't see your industry listed or the one you purchase isn't the best fit, we'll help you find the right template and swap it for no extra charge!

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Industry Specific Financial Projection Templates
 Income Statement Projection Template
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Fill out your projection template

Every template organizes the information into a few tabs, and all of the cells where your numbers are needed are highlighted to guide you along. Our team is standing by to offer help as you go.

Financial Projection Template Review
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Expert CPA Review

After you enter your information into the template, you can upload your file to our team and get a custom video of our experts walking through your projections with feedback so you can be sure they are ready.

Ready to get started? Search through our industry specific financial templates here!

Examples: Restaurant, Trucking, SaaS, Airbnb, Brewery, Dentist, etc.

Not a fan of worksheets or looking for something a little more custom? We've got you covered.

 Custom Financial Projection Software

Financial Projection Software App

Use our custom projection building software which you can start a free trial today with no credit card required

Start Free Trial
 Income Projection Chart Example

Custom Financial Projections

Work directly with our CPA, Grace, to build custom financial models exactly to your specifications and needs so you can feel confident raising investment, applying for a loan, or planning your next expansion

Get a Custom Projections Quote

Join Thousands of Other Happy Founders

“…display our financials in an easily digestible, standard format.

"Initially, Fathom Voice created a complex set of investor documents, but this turned out to be a mistake, as they were not in a standard format for Angel investors. I needed a product that would display our financials in an easily digestible, standard format, ProjectionHub was the perfect solution."

Bracken Fields, Co-Founder of Fathom
Voice
Bracken Fields
Co-Founder, Fathom Voice
 Revenue Projection Template Example

“…valuable tool for entrepreneurs

"ProjectionHub is a valuable tool for entrepreneurs who need a quick set of financial projections in a standard format. For entrepreneurs without the budget to hire a financial modeling expert, ProjectionHub's Do-It-Yourself model delivers a solution to easily create and share financial projections."

 Anna Vitale, Engagement Manager at
Growthink
Anna Vitale
Engagement Manager, Growthink

Your Financial Projection Hub

Enter what you know about your revenue, expenses, assets,
and liabilities and we’ll take care of the projections

Our templates and app walk you through creating projections
5 year Income statement, cash flow, and balance sheet pro formas
Used by over 40,000 founders
Templates, custom models, and software tool reports are downloadable

How Do You Create Financial Projections?

To make accurate and reliable business financial projections, you should start by building a revenue model specific to your business model. The revenue model will contain several assumptions – such as how you will attract leads, what percentage of leads you will convert into customers, and what your average customer will spend on your products and services. Modeling your expenses should take a similar approach.

Once you have a good understanding of your revenue and expenses, you can integrate your custom revenue projections into an existing business financial statement template with ProjectionHub. This will help you automatically create your projected balance sheet, cash flow and income projections.

Financial Projections FAQ

What Do Financial Projections Include?

A financial projection utilizes two key elements: a set of assumptions that will drive the model and the financial projection statements. Your assumptions should help the reader understand how you arrived at your revenue projections and expense numbers. These assumptions should then be tied together in a financial model to create a projected profit and loss statement, cash flow statement and balance sheet.

Which product is right for me?

Who does the work?

You do! Our financial projection software is very easy to use.

You do! Our templates are designed for a variety of specific scenarios, all you do is set assumptions like asset purchases, price, expenses.

We do! We provide an Excel file specific to your business model. 

Do I need to be good at Excel to use this?

Not at all. You don’t even need to open Excel.

If you can enter data into a cell, you can use our Excel financial templates.

Your model will be delivered in Excel, but we do all the work. We’re here if you need help.

What if I need help?

We’re available via phone and live chat to answer questions.

We’re available via phone and live chat to answer questions.
We also offer consulting services and can modify templates to fit your needs. 

We’re creating the model for you and will answer any questions you have in our coaching phone calls.

Payment

Low monthly payment

One-time payment

Only two payments – a deposit and a final payment upon completion of the model.

Format

Online. You can download your projections to Excel and  PDF.

Our templates are designed in and for Excel, but can be converted to other spreadsheet programs.

Our custom models are designed in and for Excel, but can be converted to other spreadsheet programs.

Who does the work?

Software Subscription

You do! Our software is very easy to use.

Excel Templates

You do! Our templates are designed for a variety of specific scenarios, all you do is set assumptions like asset purchases, price, expenses.

Full Custom Model in Excel

We do! We provide an Excel file specific to your business model. 

Do I need to be good at Excel to use this?

Software Subscription

Not at all. You don’t even need to open Excel.

Excel Templates

If you can enter data into a cell, you can use our Excel templates.

Full Custom Model in Excel

Your model will be delivered in Excel, but we do all the work. We’re here if you need help.

What if I need help?

Software Subscription

We’re available via phone and live chat to answer questions.

Excel Templates

We’re available via phone and live chat to answer questions.
We also offer consulting services and can modify templates to fit your needs. 

Full Custom Model in Excel

We’re creating the model for you and will answer any questions you have in our coaching phone calls.

Payment

Software Subscription

Low monthly payment

Excel Templates

One-time payment

Full Custom Model in Excel

Only two payments – a deposit and a final payment upon completion of the model.

Format

Software Subscription

Online. You can download your projections to Excel and  PDF.

Excel Templates

Our templates are designed in and for Excel, but can be converted to other spreadsheet programs.

Full Custom Model in Excel

Our custom models are designed in and for Excel, but can be converted to other spreadsheet programs.

What is the Most Important Part of a Financial Projection?

An essential part of all business financial projections is your cash flow forecast. A profitable business can still go bankrupt because of challenges with cash flow. You must understand your cash flow projections so that you can plan for any working capital needs your business may require.

What Are Financial Projections in a Business Plan

A vital component of any business plan is your financial forecasting. The rest of your business plan will provide a narrative of how the business intends to operate, while the financial projections section will aim to show the financial implications of following the rest of your business plan. Sometimes a business projection template will include various financial charts, graphs and tables that display key information, such as sales projections, gross profit and net profit margins. Creating business financial projections for a new startup can be difficult. At ProjectionHub, we are often asked how to create financial projections when there's no actual data to build from. Even without financial data available, using a business projection template for your startup is still a worthwhile investment. A financial forecast consultant can help most businesses and industries utilize average data to help make educated guesses about financial projections. We believe an educated guess is still a better option than having no financial projections at all.

How Do You Prepare a Projected Balance Sheet For Five Years?

To create a projected balance sheet for a business, you will first need to project your revenue and expenses and other cash-flow-related items like loans, accounts receivable, accounts payable, equity investments, etc. The best way to prepare a projected balance sheet is to create a full set of business financial projections with a projected income statement, cash flow statement and integrated balance sheet. The business plan revenue projections and forecast templates at ProjectionHub help you ensure that your three financial statements are appropriately integrated and that your balance sheet will balance!

 Financial Forecast Consultant

What Does Financial Forecasting Begin With?

All financial forecasting begins with developing assumptions for the key drivers of your business. For example, suppose you attract new customers through online advertising. In that case, you may start your financial model with an estimated ad spend per month and an estimated cost to acquire a new customer, which will allow you to calculate estimated new customers per month. Financial forecast software and financial projection templates will help you model additional assumptions that drive both your revenue and expenses.

Need help with anything?

We're here to help with any questions you have about plans, pricing, and supported features.

support@projectionhub.com
Start today and create financial projections in minutes with ProjectionHub
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