Catering Financial Projection Template

Build detailed financial projections to bolster investor presentations and loan requests. Utilize this customizable Excel template with auto-generated 5-year financial statements, more than 20 charts showcasing essential metrics, and a video guide.

How it works?

Template price: $


  • 5 Year Projected Financial Statements
  • CPA Developed & Completely Customizable
  • Video Guide Included
  • Free Support & Projections Review
  • Compatible with Google Sheets

This easy-to-use catering projection template was built by our own experienced CPA

Create investor- and lender-ready projections in a matter of hours

Our CPA developed template enables you to create professional projections based on your unique assumptions.

Create investor- and lender-ready projections in hours, not days.

ProjectionHub has helped more than 50,000 different businesses, including catering businesses, create financial projections for their business plans, loan applications, and pitch decks, so you can be confident this Catering financial projection template will be effective and useful.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get the Catering Template now for $69

The template price: $



100% money-back guarantee for 30 days!

 Revenue Projection Template Example

Step 1: Purchase and download the template

After purchase, you will download an unlocked Excel file with a ready-to-use financial projection template for your business model. You can also open the file to use in Google Sheets!

Download Now

Step 2: Enter your assumptions on the input tabs

Catering Sales Projection Model

  • The Catering business revenue projection model provides the ability to generate a detailed revenue forecast and your direct cost for each sale. Using inputs like your number of monthly orders, average revenue per order, average cost per order, average annual growth rates, and more which are automatically used for calculations and plugged into your projected financial statements.

Catering Operating Expense Forecast Model

  • The Catering business operating expenses section enables you to create a comprehensive plan of your predicted monthly expenses. The first 6 months of expenses are broken down to enable you to account for specific launch costs for your catering business. The subsequent months will consist of repeating expenses that you can specify to be constant or a percentage of revenue which enables the expense item to increase proportional to the business's expansion. This will then be inserted in the projected catering business financial statements.

Catering Business Starting Assumptions

  • The general assumptions section of the Catering business template will collect unique data on items like equipment to be purchased, loan funds, investment funds, accounts payable, and more. The model will then calculate difficult items like amortization, depreciation, and interest expense as it generates your projected balance sheet.

Catering Salaried Employee Planning

  • The Catering projection template will help you calculate direct labor associated with performing daily catering options as a part of your revenue and COGS calculations. The salaries section  of the Catering template will focus on planning on any salaried employees you employ like a manager. This section will also help you calculate things like employer taxes, benefits, and owner draws.

Step 3: The model is automatically updated based on your assumptions

Catering Financial Overview

  • The At-A-Glace tab provides caterers with financial summaries that are easy to interpret through data visualizations, ratios, and financial summary tables, including the projected break even point. This tab makes it easier to quickly and accurately create your catering business's pitch deck or business plan.

Catering Business Projected Financials

  • The template includes six different 5 year Catering Financial Statement tabs: the annual formats of the income statement, cash flow statement, and balance sheet, as well as the month-by-month breakdowns of these same financial statements. Each of our balance sheets are accurately balanced.

Investor & Lender Friendly

  • This Catering financial template makes it simple to present your venture to potential lenders and investors. They can quickly review the organized financial statements and see the assumptions used to calculate your projections.
 Income Projection Chart Example

Tables, charts, graphs and dashboards include:

Tables, charts, graphs and dashboards include:

Profit and loss at a glance table

Use of start-up funds graph

Key ratios table ​​

Cash generated from operating activities graph

5 years of monthly and annual income statement, cash flow and balance sheet reports

  • Profit and loss at a glance table

  • Use of start-up funds graph

  • Key ratios table

  • ​Cash generated from operating activities graph

  • Investor dashboard

  • 5 years of monthly and annual income statement, cash flow and balance sheet reports

Step 4: If you need help, we're here

We can fill out or modify any of the templates we sell, and we’re always happy to answer questions.

When you call us, you can speak directly to the developers of the model, not a call center or customer service representative.

Contact us in the most convenient way for you. We're here to help you

If the model doesn’t work for you, we’re happy to provide a refund.

Questions? Get in touch.
Contact Us

What ProjectionHub Customers Think

The cost of the template is estimated at $ 2000

If you hired a CPA to build this template from scratch it would take at least 20 hours of billable time to build a similar template. At an average hourly rate of $100 per hour it would cost you $2,000.

20 hours X $100 = $2,000 value

But we've already done all the work and you don't need to hire a CPA

Save time & money - get organized with our template!

Get the Catering Template now for $69

The template price: $



100% money-back guarantee for 30 days

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Our Projection Protection Guarantee

Love it or Swap it
If the template you purchase is not the perfect fit, our team will help recommend the right template and swap your template for no extra charge. You can rest assured we'll make sure you are using the right template.
Expert Review
After you fill out your template, you can upload your projections to our team where we will do a complete review and then send you a custom video recording of us providing feedback so you can feel confident your projections are investor & lender ready.
See How
Help as You Go
Our team will be standing by so you can get help as you fill out your projection template. Through email and custom video recordings, we will make sure you understand how to complete your projections.
See How

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The ProjectionHub Team

Grace Cisna, CPA

Before joining ProjectionHub, Grace served as an auditor for a public accounting firm in Indianapolis. There, she audited start-up tech companies, major regional hospitals, public manufacturers and everything in between.

As an auditor, she gained insight to the inner workings of all kinds of business models. Grace is a CPA, has a bachelor’s degrees in Accounting and French and a Master’s of Accountancy all from the University of Iowa, where she also taught introductory accounting classes to undergraduates.

Grace loves to use her accounting expertise to serve as an advisor to her clients, helping them understand what it takes to make a business succeed.

Adam Hoeksema — Co-founder ProjectionHub

Adam is the co-founder of ProjectionHub which is a SaaS web application that helps entrepreneurs create financial projections for their business.

Since 2012, over 40,000 entrepreneurs from around the world have used ProjectionHub to help create financial projections.

Adam also serves as the Executive Director of Bankable. Bankable is a Small Business Administration (SBA) lender that makes loans from $500 to $250,000 to Indiana small businesses that are unable to secure financing from a traditional bank.

Adam has managed the loan program since loan #1 in 2010. Since 2010, Bankable has closed over 1,200 loans totaling over $38,000,000. Adam is an entrepreneur at heart and loves working with entrepreneurs to launch and grow their business.

We are available to help you complete your projections


We'll answer your questions about how the template works


We can help you customize your template, add revenue models, expenses or custom charts, tables and graphs -> with our financial modeling services

Frequently Asked Questions