In-Home Healthcare Financial Projection Template:

Develop in-depth financial projections for investor discussions and loan applications through this editable Excel template. It incorporates automatically generated 5-year financial statements, over 20 charts displaying vital metrics, and a video tutorial.

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 manually created a template that enables you to create professional grade projections entirely fueled by your specific assumptions.

Develop investor- and lender-ready projections in no time.

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 home healthcare businesses specifically  — our ProjectionHub software has been used by over 40,000 businesses to generate financial projections. Based on this credibility we decided to create a customized Excel template that makes developing SBA and investor-ready financial projections for in-home healthcare businesses incredibly easy.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get our home healthcare template now for $99

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!

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Step 2: Enter your assumptions on the input tabs

Home Healthcare Revenue Prediction ​

  • The revenue model will help you project your revenue and overhead costs for five years. The template begins by helping you choose client base and client base growth, and services needed by each prospective client. The model then calculates revenue, supplies and labor cost per client per month, and the amounts are automatically carried forward to the financial statements. 

Home healthcare Operating Expenses Tab

  • You will be guided to enter all your predictable expenses in the operating expense model, which includes some recommended line items and amounts to help get things rolling. This model will feed the expenses into the financial statements for you. You can enter your monthly expenses as either fixed amounts such as equipment, vehicles, etc. or you can set them as a percentage of revenue for variable items like fuel or cost of goods. 

Home Healthcare General Financial Assumptions

  • The general assumptions page will enable you to provide balance sheet items such as fixed assets, loans, investments, and accounts receivable assumptions. The model automatically calculate the difficult things for you like loan amortization, interest expense, depreciation expense, inventory purchases, etc and all you have to do is provide the basic info to get started 

Home Healthcare Salaries and Owner’s Draw

  • The salaries sheet will help you project any salaried employees as well as all of the included payroll expenses including items like employer taxes and benefits. This model also helps you plan for distributions (dividends, owner draws) made to yourself or other owners.

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

Home Healthcare Financial Summary

  • The At-A-Glace tab shows you a financial overview breakdown in the form of graphs, charts, ratios, and financial summaries, that can be placed into any internal planning documents or slide decks

Home Healthcare financial statement models

  • There are six Financial pro forma sheets: the annual formats of the income statement, cash flow statement, and balance sheet, and the month-by-month breakdowns of each. Conveniently, the balance sheet statement will automatically balance

Investor Friendly Reports

  • Investors and lenders can quickly get the information they need to make decisions as well as view different scenarios by editing any assumptions within the model. Users can be confident their projections will include the necessary information in a clean format to present to possible funders.

 Income Projection Chart Example

Tables, charts, graphs and dashboards include:

Tables, charts, graphs and dashboards include:

  • Home healthcare 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 pro forma financial statements

  • 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. You can also check out our medical office sales projections template.

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 our home healthcare 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.
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

Are home health agencies profitable?

In general, home healthcare agencies can be quite profitable once they have reached their breakeven point.  The financial model is quite straightforward in many instances.  You hire healthcare providers for $xx per hour and put them to work providing care for patients, then you bill the payer (which is often Medicare, Medicaid, or insurance companies) for a higher dollar amount than you are paying your employees.  Let’s say you are able to bill the payer $30 per hour and your employee cost is $20 per hour.  You are making $10 per hour in gross profit.  If you have $10,000 per month of overhead salaries and expenses, then once you bill 1,000 hours for the month you have reached a breakeven.  Any additional gross profit will go straight to your bottom line. 

Why are home health care businesses increasing?

According to globenewswire, some of the reasons that home health care businesses are multiplying include the growing aging population and chronic diseases spread across the aging population. In addition, the rise of the COVID-19 virus has encouraged many elderly to stay in their home longer rather than living in an assisted living facility where COVID was more apt to spread quickly. 

What is the best state to start a home health care business?

According to ownhomecareagency research, the few important criteria when considering a state to open your business includes the the state’s population and regulations surrounding the healthcare industry. Some of the best states now to open your business are California, Texas, Oklahoma, Missouri, and Kansas.

How much does it cost to start a home healthcare business?

According to Biz2credit, home healthcare businesses can be started for between $40,000 and $80,000.  Much of your startup costs will be for paying medical workers to provide care during the certification and licensing process.  Typically you will need to start operating so that the regulators can review your policies and practices before you will be approved to start billing Medicaid and Medicare.  

How do I start my own home care business?

According to prnfunding, the first step in starting your home healthcare business is to create a business plan. Our financial projection template can play a critical role in that with various charts and tables to help you predict your financial success based on your unique business plan assumptions. Then you need to register with the state and get the correct licenses. Your final steps include the hiring staff and marketing your business to attract clients.