Staffing Agency 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

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 staffing agencies 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 staffing agency 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

Revenue Forecast Model for Staffing Agencies

  • This model will help you predict your revenue by determining the types of employee you will be attempting to staff, and their typical billing rate and hours billed per month, and the fees you can collect associated to those contracts as well as placing employees in open roles. The model will then calculate an average cost related to the placement of each employee type. The predicted values will be automatically carried to the financial statements. 

Staffing Agency Operating Expenses

  • You will input your estimated expenses in the operating expense model, which already include 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. 

Staffing Agency 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. 

Staffing Agency Salaries Model

  • The salaries and distributions model for the staffing agency template calculates 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

Staffing Agency 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 and Lender Friendly

  • The report outputs are designed with lenders and investors in mind. Financial statements and the financial summary tab are organized to include the information that potential funders need to see as they make their assessment of 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.
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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 our staffing agency 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

What are the legal requirements to start a staffing agency?

To start a staffing agency, you need to fulfill certain legal requirements. These may include obtaining the necessary licenses and permits, registering your business, and complying with labor and employment laws. It is essential to consult with a legal professional or business advisor to ensure you meet all the legal obligations and regulations specific to your location and industry.

How do I attract clients to my staffing agency?

Attracting clients to your staffing agency requires a strategic approach. To maximize your visibility and reach, focus on building a strong online presence through search engine optimization (SEO) and targeted digital marketing campaigns. Additionally, establish relationships with local businesses and industry associations to network and generate referrals. Providing exceptional service, showcasing your expertise, and emphasizing your unique value proposition will help you stand out in a competitive market.

What financial considerations should I keep in mind when starting a staffing agency?

When starting a staffing agency, it's crucial to plan your finances carefully. Consider factors such as startup costs (including office space, technology, and marketing), working capital to cover expenses during the initial months, and a budget for ongoing operations. You may also need to secure funding sources or explore options like business loans or lines of credit. Conducting a thorough financial analysis, including revenue projections, expense forecasting, and cash flow management, will help you make informed decisions and maintain a sustainable financial position.