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Professional Services Financial Plan

Professional Excel Templates for your Business

Professional Services Financial Plan

Professional Services Financial Plan – take control of your business’ financials

The Professional Services Financial Plan 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.Professional Services Financial Plan

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 Financial Plan

  • 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!

Professional Services Financial Plan

Feel free to contact our team in case you need support with budgeting your company. Our team provides financial modeling services to companies around the world. Actually, this is our core business. We have a lot of experience with creating budgets for service companies and know the specifics of the business. Just drop us a line to!

Learn more about our Financial Modeling Services and our Excel template customization services.

If you require a budgeting template for a different industry, please have a look at similar budgeting templates here at our website. If you can’t find a template that suits your industry, you might consider ordering a customized budget template. Please contact us at


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