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Templates View All TemplatesGet all 100+ TemplatesChart & Graph Generator Template Categories SaaSEcommerce Restaurant Brewery Real Estate Real Estate DeveloperHospitality Salon & Beauty Healthcare Health & FitnessServicesRentalManufacturing ProjectionHub+ Services Custom Financial ModelsTemplate Fill OutMarket Research ReportFoot Traffic ReportBusiness Plan Writing PricingFAQsBlogLog In View Templates FINANCIAL PROJECTION TEMPLATES AND CUSTOM CPA SUPPORT FOR RAISING CAPITAL AND BUSINESS PLANNING. Financial Projections for raising investment, securing an SBA loan, or internal planning View Projection Templates Join more than 50,000 founders who have made projections with ProjectionHub FINANCIAL PROJECTION TEMPLATES, DIY PROJECTION SOFTWARE, AND CUSTOM CPA SUPPORT FOR RAISING CAPITAL AND BUSINESS PLANNING PROJECTIONS FOR RAISING INVESTMENT, SECURING AN SBA LOAN, OR PLANNING Explore Templates OUR FINANCIAL PROJECTION TEMPLATES ARE CPA PREPARED, INDUSTRY SPECIFIC, AND EASY TO USE. Choose from 100+ unique, CPA developed, financial forecast worksheet templates to have lender and investor ready projections in no time at all. View Projection Templates HOW DO THE PROJECTION TEMPLATES WORK? SELECT YOUR INDUSTRY Browse the list of 100+ CPA developed financial projection templates to find your industry. Don't worry, if you don't see your industry listed or the one you purchase isn't the best fit, we'll help you find the right template and swap it for no extra charge! 01 02 FILL OUT YOUR PROJECTION TEMPLATE Every template organizes the information into a few tabs, and all of the cells where your numbers are needed are highlighted to guide you along. Our team is standing by to offer help as you go. 03 EXPERT CPA REVIEW After you enter your information into the template, you can upload your file to our team and get a custom video of our experts walking through your projections with feedback so you can be sure they are ready. READY TO GET STARTED? SEARCH THROUGH OUR INDUSTRY SPECIFIC FINANCIAL TEMPLATES HERE! Examples: Restaurant, Trucking, SaaS, Airbnb, Brewery, Dentist, etc. Loading... EXISTING BUSINESS TEMPLATE Used for: Forecast using historical financials. Great for existing businesses, business expansion, budgeting MOBILE APP Used for: Mobile Apps, Web-based app, Fintech app, Games with microtransactions FINE AND CASUAL DINING Used for: Fine Dining, Sushi Restaurant, Steakhouse, Mexican Restaurant, Cajun Restaurant, Seafood Restaurant, Italian Restaurant, Hibachi Grill Restaurant DON'T SEE YOUR INDUSTRY? LET US MAKE A RECOMMENDATION! Get Recommendation LOOKING FOR SOMETHING A LITTLE MORE CUSTOM? WE'VE GOT YOU COVERED. CUSTOM FINANCIAL PROJECTIONS Work directly with our CPA, Grace, to build custom financial models exactly to your specifications and needs so you can feel confident raising investment, applying for a loan, or planning your next expansion Get a Custom Projections Quote JOIN THOUSANDS OF OTHER HAPPY FOUNDERS “…DISPLAY OUR FINANCIALS IN AN EASILY DIGESTIBLE, STANDARD FORMAT. "Initially, Fathom Voice created a complex set of investor documents, but this turned out to be a mistake, as they were not in a standard format for Angel investors. I needed a product that would display our financials in an easily digestible, standard format, ProjectionHub was the perfect solution." Bracken Fields Co-Founder, Fathom Voice “…VALUABLE TOOL FOR ENTREPRENEURS "ProjectionHub is a valuable tool for entrepreneurs who need a quick set of financial projections in a standard format. For entrepreneurs without the budget to hire a financial modeling expert, ProjectionHub's Do-It-Yourself model delivers a solution to easily create and share financial projections." Anna Vitale Engagement Manager, Growthink Read Real Reviews YOUR FINANCIAL PROJECTION HUB Enter what you know about your revenue, expenses, assets, and liabilities and we’ll take care of the projections Our templates walk you through creating projections 5 year Income statement, cash flow, and balance sheet pro formas Used by over 50,000 founders Industry-specific projection templates & custom modelling services are available HOW DO YOU CREATE FINANCIAL PROJECTIONS? To make accurate and reliable business financial projections, you should start by building a revenue model specific to your business model. The revenue model will contain several assumptions – such as how you will attract leads, what percentage of leads you will convert into customers, and what your average customer will spend on your products and services. Modeling your expenses should take a similar approach. Once you have a good understanding of your revenue and expenses, you can integrate your custom revenue projections into an existing business financial statement template with ProjectionHub. This will help you automatically create your projected balance sheet, cash flow and income projections. FINANCIAL PROJECTIONS FAQ WHAT DO FINANCIAL PROJECTIONS INCLUDE? A financial projection utilizes two key elements: a set of assumptions that will drive the model and the financial projection statements. Your assumptions should help the reader understand how you arrived at your revenue projections and expense numbers. These assumptions should then be tied together in a financial model to create a projected profit and loss statement, cash flow statement and balance sheet. WHICH PRODUCT IS RIGHT FOR ME? Excel Templates Full Custom Model in Excel Who does the work? You do! Our templates are designed for a variety of specific scenarios, all you do is set assumptions like asset purchases, price, expenses. We do! We provide an Excel file specific to your business model. Do I need to be good at Excel to use this? If you can enter data into a cell, you can use our Excel financial templates. Your model will be delivered in Excel, but we do all the work. We’re here if you need help. What if I need help? We’re available via phone and live chat to answer questions. We also offer consulting services and can modify templates to fit your needs. We’re creating the model for you and will answer any questions you have in our coaching phone calls. Payment One-time payment Only two payments – a deposit and a final payment upon completion of the model. Format Our templates are designed in and for Excel, but can be converted to other spreadsheet programs. Our custom models are designed in and for Excel, but can be converted to other spreadsheet programs. Who does the work? Excel Templates You do! Our templates are designed for a variety of specific scenarios, all you do is set assumptions like asset purchases, price, expenses. Full Custom Model in Excel We do! We provide an Excel file specific to your business model. Do I need to be good at Excel to use this? Excel Templates If you can enter data into a cell, you can use our Excel templates. Full Custom Model in Excel Your model will be delivered in Excel, but we do all the work. We’re here if you need help. What if I need help? Excel Templates We’re available via phone and live chat to answer questions. We also offer consulting services and can modify templates to fit your needs. Full Custom Model in Excel We’re creating the model for you and will answer any questions you have in our coaching phone calls. Payment Excel Templates One-time payment for single templates, or annual payment for ProjectionHub+ subscription Full Custom Model in Excel Only two payments – a deposit and a final payment upon completion of the model. Format Excel Templates Our templates are designed in and for Excel, but can be converted to other spreadsheet programs. Full Custom Model in Excel Our custom models are designed in and for Excel, but can be converted to other spreadsheet programs. WHAT IS THE MOST IMPORTANT PART OF A FINANCIAL PROJECTION? An essential part of all business financial projections is your cash flow forecast. A profitable business can still go bankrupt because of challenges with cash flow. You must understand your cash flow projections so that you can plan for any working capital needs your business may require. WHAT ARE FINANCIAL PROJECTIONS IN A BUSINESS PLAN A vital component of any business plan is your financial forecasting. The rest of your business plan will provide a narrative of how the business intends to operate, while the financial projections section will aim to show the financial implications of following the rest of your business plan. Sometimes a business projection template will include various financial charts, graphs and tables that display key information, such as sales projections, gross profit and net profit margins. Creating business financial projections for a new startup can be difficult. At ProjectionHub, we are often asked how to create financial projections when there's no actual data to build from. Even without financial data available, using a business projection template for your startup is still a worthwhile investment. A financial forecast consultant can help most businesses and industries utilize average data to help make educated guesses about financial projections. We believe an educated guess is still a better option than having no financial projections at all. HOW DO YOU PREPARE A PROJECTED BALANCE SHEET FOR FIVE YEARS? To create a projected balance sheet for a business, you will first need to project your revenue and expenses and other cash-flow-related items like loans, accounts receivable, accounts payable, equity investments, etc. The best way to prepare a projected balance sheet is to create a full set of business financial projections with a projected income statement, cash flow statement and integrated balance sheet. The business plan revenue projections and forecast templates at ProjectionHub help you ensure that your three financial statements are appropriately integrated and that your balance sheet will balance! WHAT DOES FINANCIAL FORECASTING BEGIN WITH? All financial forecasting begins with developing assumptions for the key drivers of your business. For example, suppose you attract new customers through online advertising. In that case, you may start your financial model with an estimated ad spend per month and an estimated cost to acquire a new customer, which will allow you to calculate estimated new customers per month. Financial forecast software and financial projection templates will help you model additional assumptions that drive both your revenue and expenses. NEED HELP WITH ANYTHING? We're here to help with any questions you have about plans, pricing, and supported features. Contact us Start today and create financial projections in minutes with ProjectionHub View Templates © 2023 ProjectionHub Terms & Privacy Most Popular Templates Coffee ShopFine & Casual DiningTrucking & Hot Shot2 Sided MarketplaceAirbnb/ Short Term Rental Products & Services Financial Projection TemplatesProjectionHub+Consulting ServicesPH+ Login Company HomeAboutPricingContact Help Template SupportFAQsBlogCustomer ReviewsPitch Deck PartnersFree Resources & ToolsBecome an Affiliate © 2020 ProjectionHub Terms & Privacy ? close