Services Business Financial Model Template (Excel)
Couldn't load pickup availability
Whether you bill hourly, by project, or on retainers, this model helps you understand your revenue, track utilization, and impress investors or stakeholders with clean, professional forecasts.
Perfect For:
- Freelancers, consultants, coaches, and agencies
- Service business owners planning growth or investment
- Startup advisors or non-finance founders
- Founders needing a clean planning tool
- Dashboard: Revenue, profit, and capacity overview
- Assumptions: Pricing, billing structure, hiring plan
- Revenue Forecast: Projected earnings based on client volume
- Expenses: Team, software, admin, marketing, etc.
- Cash Flow: Linked, month-by-month projections
P&L and Balance Sheet: Fully formatted for investor-ready insights
- Fully editable Excel file
- 3-year forecast model for service-based revenue
- Revenue logic for hourly, project, or retainer pricing
- Integrated Cash Flow, P&L, and Balance Sheet
- Dashboard summary for investor or internal use
Why Choose Us
Professionally Designed
At StartupHQ, every template is built with precision by experienced professionals who understand real business needs. Our templates are more than just spreadsheets — they are practical tools designed to help you manage, plan, and grow your work efficiently. Clean layouts, smart formatting, and advanced formulas ensure ease of use and effectiveness.
Save Time, Work Smarter
Creating spreadsheets from scratch can take hours and errors are common. From setting up formulas to formatting cells, it’s time-consuming and often frustrating. we’ve done the heavy lifting for you. Our ready-to-use templates are pre-built with smart formulas, clean layouts, and intuitive structures to help you work faster and smarter.
Instant Access, Lifetime Use
No delays, no subscriptions. Once you make a purchase, the files are yours — instantly. Download and start working within minutes, without needing to sign up for recurring plans or wait for approval. Whether you’re on a tight deadline or just want to get organized fast, our instant delivery ensures you never lose momentum. Plus, you get lifetime access to your files.
Recently Viewed Products