Medical Practice Financial Projections Template

Download a medical office financial projections template for your business at ProjectionHub. Create medical office sales projections for regional planning, investor pitch, or loan requests. Purchase medical office cash and flow forecast template today.

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

Our CPA handcrafted template provides you the ability to create professional forecasts based on your specific assumptions.

Have investor- and lender-ready projections in hand in no time at all.

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.

Built for medical offices specifically  — our ProjectionHub software tool has been used by nearly 500 physicians to develop financial projections. Based on this significant experience we decided to create a trustworthy excel template that makes creating SBA and investor-ready financial projections and pro formas for medical offices incredibly simple.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get a medical office template now for $99

The template price: $



100% money-back guarantee for 30 days!

Types of Businesses that have used this template

 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!

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Step 2: Enter your assumptions on the input tabs

Medical Office Revenue Forecast

  • ​The revenue forecast will help you estimate your client base and client base growth for the next five years. The model will then determine sales revenue per year per client based on monthly visits and services performed. You will also be able to calculate direct costs (supplies) per patient visit. The model will calculate monthly revenue for you and plug it in the financial statements. 

Medical Office Expense Spreadsheet

  • You will be ushered to enter your specific circumstance expenses in the operating expense model, which will provide some suggested line items as well as input values to help you get rolling. This model will insert the expenses and cash flows directly on the financial statements for you. You can enter your monthly expenses as either fixed amounts or you can set them as a percentage of revenue for variable and the first three months will be split out in order to include startup costs

Medical office General Assumptions

  • The general assumptions section will lead you to insert balance sheet items such as fixed assets, loans, investments, inventory assumptions, accounts receivable assumptions, and more. This section will have you input some basic Medical Office data and then it will calculate the difficult things so you can sit back and relax: loan amortization, interest expense, depreciation expense, inventory purchases, etc. 

Medical Office Salaries and Owner Distributions

  • The salaries and distributions template helps compute recurring monthly expenses for salaried employees, including items like employer taxes and benefits. This model also helps you plan for distributions (dividends, owner draws) made to owners.

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

Medical Office Snapshot

  • The At-A-Glace tab shows you a financial rundown in the form of various data visualizations including graphs, charts, ratios, and financial summaries, all poised and ready to be copied into a pitch deck. 

Medical Office Financial Statements

  • There are several Financial Statement tabs: the income statement, cash flow statement, and balance sheet, and both the annual and month-by-month breakdowns of each. Our balance sheets always balance, automatically, so you can be sure it’s accurate. 

Investor Friendly Template

  • Our template is built with potential investors in mind. If you plan to fundraise, our model can be copied and provided to stakeholders so they can play with any assumptions or inputs and observe the outcomes on the produce financial pro formas.
 Income Projection Chart Example

Tables, charts, graphs and dashboards include:

Tables, charts, graphs and dashboards include:

  • Medical office 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.
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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 a medical office template now for $99

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.
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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

How much does it cost to start a medical practice?

The exact cost of your practice may vary greatly. However, there are several categories of expenses to consider in order to estimate your startup costs. Depending on the size of your practice, the medical office space that you need to rent or build can vary dramatically.  Your location can also make a substantial impact on the cost of getting your space ready.  Beyond startup costs for your office space, you will also need to consider furniture and equipment.  Lastly, you should include 6 months of operating expenses in your startup costs because you probably won’t be full of patients on day 1.  Even if you are busy right from the start, you will need to get billing set up with insurance providers and government payers that can take weeks or months to pay you.  In the meantime you will need to pay your employees, rent, utilities, software costs etc.  

How much do doctors make?

We found that the average profit for a primary care office with one doctor is $321,552. We explained how you can forecast how much profit your medical office can generate in our detailed article on how to start a medical practice.

How do I start my own medical office business?

Some of the early steps in your process include to procure lawyers and accountants that will settle your legal disputes. Then you need to find funding as well as deciding on a name and location for your practice. Eventually, you will need to get your federal EIN (Employer Identification Number) and set up your bank account.  Before you do any of this, you should create a financial forecast that will help you understand the financial upside and downside of starting your own medical practice. 

Can you invest in a medical practice?

According to curveaccountants, it can be quite profitable to invest in a medical practice. Since the goodwill value is low, the return on investment usually is very high. This also comes with fairly low risk. So yes, medical practices with strong operators can be a great investment.