Consulting Agency Financial Model Excel Template
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Consulting Agency Financial Model Excel Template

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Model Highlight

Creates 5-year consulting agency cash flow format in excel, p&l proforma, financial statements, and financial ratios in GAAP or IFRS formats on the fly. Consulting Agency Three Way Financial Model used to evaluate startup ideas, plan startup pre-launch expenses, and get funded by banks, angels, grants, and VC funds. Unlocked - edit all - last updated in Sep 2020.

Model Overview

Solid package of print-ready reports, including a consulting agency profit and loss statement proforma, cash flow forecast, a sources and uses, and a complete set of financial ratios.




  • Foster Alignment Within The Team
  • Decide On Acquiring Assets With Consulting Agency Financial Model Excel Template
  • Develop Sales Strategy With Consulting Agency 3 Way Financial Model Template
  • See And Compare Business Expenses And Income For Periods
  • Be Able To Project Forward How Much Cash You'Ll Have
  • Better Decision Making With Consulting Agency Excel Financial Model Template
  • See Where The Consulting Agency Cash Is Coming In And Going Out
  • Take Control Of The Cash Flow For Your Consulting Agency



Convenient, All-In-One Dashboard 
Includes all required forecasting reports, including assumptions, profit and loss pro forma, cash flow statement proforma, balance sheets, performance reviews and summaries for months and years (incl. numerous graphs and KPIs).

Identify potential shortfalls in cash balances in advance. 
The Consulting Agency Cash Flow Proforma Template works like an 'early warning system.' It is, by far, the most significant reason for a cash flow forecast.

Get a robust, powerful financial model which is fully expandable 
This well-tested, robust and powerful Consulting Agency Financial Projection Excel is your solid foundation to plan consulting agency business model. Advanced users are free to expand and tailor all sheets as desired, to handle specific requirements or to get into greater detail.

Print-ready Reports 
Solid package of print-ready reports, including a proforma income statement, projected cashflow statement, a balance sheet, and a complete set of financial ratios.

Saves you time 
Allows you to spend less time on cash flow forecasting and more time on your products, customers and business development

External stakeholders, such as banks, may require a regular forecast. 
If the business has a bank loan, the bank will ask for a Consulting Agency Excel Financial Model Template regularly.




Burn and Runway 
The cash burn rate shows the difference between the cash inflows and cash outflows of the company. It is essential to monitor this metric because it shows how long the company will last with its current funding level. Business owners can also see a clear picture of how various business strategies change the cash burn rate.

Financial Statements 
Our Consulting Agency Finance Projection has pre-built consolidated financial statements: pro forma p&l statement, Balance Sheet, and cash flow projection. These financial statements can be presented on a monthly, quarterly, and annual basis. Users can also import existing financial statements and reports from Quickbooks, Xero, Freshbooks, and other accounting software to create rolling forecasts and to make actuals vs. forecasts comparison.

A Consulting Agency Financial Projection Template Excel is an important financial tool that enables users to identify actual and forecasted expenditures, as well as financial resources needed to cover these costs. With a well-developed cost budget, you can see the areas where you can save money and the areas of high priority. As a part of a business plan, the cost budget supports the process of pitching to investors and loan applications.

All in One Place 
This Consulting Agency Budget Financial Model is key for investors. You will need a Profit Loss Projection to validate how much money you need to start-up with and how much your investor can make on this investment. Remember that investors are not tolerant to start-ups that do not have a business plan or a financial plan.

Liquidity KPIs 
Liquidity Position. The liquidity position of a company is an essential indication of the financial health of the enterprise. To assess the liquidity position of the company, it is necessary to calculate the liquidity ratio. Many companies set a target liquidity ratio that reflects the specifics of their business and industry. Such target liquidity ratios ensure that companies have enough cash to meet their obligations. Therefore, we recommend setting a target liquidity ratio for your financial model.

Financial KPIs 
Key performance indicators (KPIs) are crucial for both the company owner and for an investor. With the help of these metrics, you track your company's financial performance and assess the efficiency of business models and cost structures. You can use them to make you and your co-founders laser-focused on the targets you set.

Top Expenses 
It is very important for a start-up and existing company to monitor, plan, and manage its costs and expenses to maintain a good profitability level. For this purpose, it is necessary to analyze the highest costs and always work on their optimization. In our Startup Financial Model we have created a Top expense report helps users with this task. It summarizes the four biggest expense categories and the rest of the expenses as the 'other', so the users can easily monitor these expenses and track the tendencies related to their increase or decrease from year to year.

Customer Reviews

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