Professional Services Financial Model Excel Template

View our professional services financial model online today. Obtain the financial projections you need for investor pitches, loan applications, and more with our professional services financial model excel template. Purchase your professional services template from ProjectionHub.

How it works?

This template created by our CPA enables you to create trusted professional grade forecasts based on your individual numbers and scenarios.

In just hours you’ll have investor and lender-ready financial projections.

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 professional services businesses specifically — our ProjectionHub software has been used by more than 40,000 small businesses to develop financial projections. With that experience and many iterations of refinement, we decided to create a customized DIY Excel template that makes creating SBA and investor-ready financial projections for professional service businesses incredibly simple. This tool has been great for Lawyers, consultants, IT service providers, accountants, and more.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get our professional services template now for $99


The template price: $



100% money-back guarantee if you are not satisfied.

Step 1: Purchase and download the template

After purchase, you will download an unlocked Excel file with a ready-to-usefinancial projection template for your business model

Get the template

Step 2: Enter your assumptions on the input tabs

Professional Services Income Forecast Model

  • This model will help you predict your revenue by determining your initial customer base, customer base growth, and revenue per service provided. You can enter your services, their price to the customer, the associated labor and supplies cost, and their frequency of purchase. The model will then calculate an average spend per customer and predict your revenue and direct costs for sixty months. The predicted values will be automatically carried to the financial statements. 

Professional Services Operating Expenses

  • You will input your estimated expenses in the operating expense model, which luckily includes some industry pre-suggested line items and values to kick things off. ​This model will automatically populate the calculated expenses and cash flows on the financial pro formas for you. You can enter your monthly expenses as either fixed amounts or variable amounts if it’s an expense that may be a percentage of revenue each month. ​The first three months of the model are broken out separately so that you can enter start-up expenses. 

Professional Services General Assumptions

  • The general assumptions tab will prompt you to input balance sheet items such as fixed assets, loans, investments, inventory assumptions, and accounts receivable assumptions. The model will then ask for some basic information before it calculates the more complex things for you including loan amortization, interest expense, depreciation expense, inventory purchases, etc. 

Professional Services Salaries Model

  • The salaries and distributions model for professional service businesses tabulates monthly expenses for salaried employees like employer taxes and benefits. This model also helps you account for distributions made to owners.

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

Professional Services Financial Overview

  • The At-A-Glace tab shows you a comprehensive financial snapshot with various graphs, charts, ratios, and compelling financial summaries that can be seamlessly copied into your pitch deck or loan application.

Financial Statement Tabs

  • There are six Financial Statement tabs that have been generated from all of your information provided and the calculations done. An annual and monthly break down format of the income statement, cash flow statement, and balance sheet. 

Investor Dashboard Tab

  • The Investor Dashboard tab is a great tool because it enables not only you, but a lender or an investor to play with the main assumptions of the revenue model and to see how it impacts the income statement. This enables you to see how sensitive your model is to certain variables without changing the data you already filled out.

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
  • ​Investor dashboard ​
  • 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.

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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 insinullght 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.

What others have to say about our templates

We are available to help you complete your projections


We'll answer your questions about how the template works


We'll help you customize your template, add a cafe, bookstore, or brewery to your coffee shop

Frequently Asked Questions

What is a professional service business?

Usually, a professional service business is an organization that sells a service to clients based on specific expertise that often requires a specific license or degree or exam in order to practice. For example, accountants, lawyers and architects are all considered professional services providers. We offer a variety of templates including hotel financial projection templates, boutique hotel projection templates, landlord business models, dental office projections, trucking templates and more.

How do I start a professional services business?

Usually, startup professional service businesses are started by entrepreneurs that are already working in a firm in their profession. As you try to determine whether you can make a jump from your current job to opening your own firm, our projection template can help you think through key financial assumptions and predict your potential upside and downside. 

How do you value a professional service business?

Usually, the discounted cash flow method gives you the most accurate valuation. Our financial projection template can also help you determine what valuation you might be able to afford if you are looking to acquire a professional services business.  You should develop a financial model to ensure that you believe you can cash flow any debt you might take on to acquire the business. 

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 professional services template now for $99


The template price: $



100% money-back guarantee if you are not satisfied.