Professional Services Budget Template – take control of your business’ financials

The Professional Services Budget Template is a flexible financial planning tool for a company or an individual entrepreneur who provides services. The template is suitable for any type of service company: consulting, care, financial, health, cleaning, etc. Moreover, the model can be easily used by a company providing multiple types of services.

The functionality of the template makes it possible to keep a record of multiple projects/customers a company has. You will be able to project revenue by project/customer and expenses associated with them, including a detailed breakdown of salary, marketing, administrative expenses, taxes, etc.

The structure of the template consists of assumptions and projections for Profit and loss statement (P&L), Balance sheet (BS) and Cash flow statement (CF). It also provides detailed projections for different cost groups, e.g. payroll, rent, marketing expenses and others. Detailed instructions for filling in the input data are given on each worksheet.

The functionality of the professional services budget template:

• separate Profit and Loss budget, Balance Sheet, and Cashflow budget;
• salary accounting by a person or by the project;
• plan a wide range of your company’s expenses;
• forecast payroll (both for administration and sales force);
• forecast possible payments to suppliers;
• quickly change the most important assumptions. The changes will be automatically reflected in all positions of the budget. Thus it will be possible to quickly analyze different scenarios and adjust your plans depending on the situation.

How to buy it?

At first, we recommend that you see how the professional services budget template looks in Microsoft Excel. To do that just press the Demo button above and download a demo version which is exactly the same as the real-life template (except for the formulas being password-protected).

Then just press the Add to cart button above and follow to the checkout!

Let us do the work for you!

Contact our team if you’re looking for additional support with your company’s financial needs! You can request model adjustments for any template found on our website or request a completely customized financial template with your company’s data (operational budgets, cashflow projections, valuation models, cost analysis and other models).

Our company has over 12 years of experience as outsourced CFOs creating and improving financial models for different industries. Over these years we have worked with 500+ companies from 20+ countries in the world. We bet you won’t be able to name an industry we haven’t made financial models for.

The customization services are performed by the same team of analysts that organizes the Financial Modeling World Cup (our group’s company). The Financial Modeling World Cup is the world’s largest financial modeling competition, enjoyed by top-class modelers from all over the world. Our team is trusted by such big names as Microsoft, the main sponsors of the tournament, and ESPN who broadcast the tournaments to TV audience. You can learn more about FMWC here.

We typically charge a fixed price, depending on the amount of work. The most popular pricing plans are $199, $749 and $1,499 (see details).

Drop us a line at info@cfotemplates.com and we’ll get back to you with an offer!

Have feedback or suggestions? Get in touch with our founder & CEO, Andrew Grigolyunovich, CFA: andrew@fmworldcup.com