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Accounting Firm Excel Financial Model

Accounting Firm Excel Financial Model

Accounting Firm Excel Financial Model

Original price was: $350.Current price is: $245.

In stock

Original price was: $350.Current price is: $245.

The Accounting Firm Excel Financial model amalgamate and forecasts a detailed companys income statement, balance sheet, and cash flow statements. This model also gives you an insightful overview of your Accounting Firm’s current standing, future performance, and a detailed overview of a company’s valuation.

Frequently Bought Together

Accounting Firm Excel Financial Model + Accounting Firm Pitch Deck Template – Product Image + Business Plan Basic Package
Price for all three: $1,130

Description

Accounting Firm Excel Financial Model

An Accounting Firm Excel Financial Model by Oak Business Consultant is tailored for Accounting Agency Fim. This Accounting Firm Financial Model Excel Template contains all relevant input tables and charts that will allow you to make informed business decisions based on accurate reporting and financials.

The Accounting Firm Excel Financial Model contains several sheets that support you in making sound financial decisions. These sheets are related to different accounting and financial statements such as Startup Summary, 60 months forecasted Profit, Projections & Loss Statement and Balance Sheet, In-depth analysis of chain and out, Equity valuation sheet and Break-Even Analysis, etc.,

This Excel template developed by our specialists includes all your accounting business reporting fields and a clear, proven Accounting business model supported by 5-year Financial Projections. You do not need technical skills or in-depth financial knowledge to take advantage of our developments. Any person with a sound knowledge of finance can see models and understand financial health.

This Accounting Firm Excel Financial Model aims to help the user in Profitability Planning, Liquidity Planning, Valuation of the Company, and Utilization of funds.

Similar Business Models

Plante Moran, RS USLLP, and Aprio, etc,

Key Inputs

  1. Advertising Budget – Input is linked to Sales; the more you spend on the advertisement, the more sales you generate.
  2. Total Organic Customer Rate – How many Customers come to your place from Word of Mouth?
  3. Percentage of Quarterly Converted Repeat Customers – At what percentage of new total customers come to your Company repeatedly quarterly?
  4. Churn Rate – what percentage of your old customer decline
  5. The average revenue rate per Project
  6. Tax Rate
  7. Growth Rate

Features of Accounting Firms  Excel Financial Model

Input Sheet

Accounting Firm Excel Financial Model-Startup Summary

 

This model excel template contains inputs that, when changed, impact the calculations and, therefore, the changes are applied to all relevant sheets. A financial model always has built-in flexibility to display different outcomes or final calculations based on changing a few key inputs.

Startup Summary

Accounting Firm Excel Financial Model-Startup Summary

 

This sheet provides an analysis of all the investment requirements of a new start-up. It helps the business to present a snapshot of the company to prospective investors and raise capital.

Monthly & Yearly Income Statement

Accounting Firm Excel Financial Model-Income Statement (Monthly)

 

 

The Monthly Income Statement sheet for the Accounting Firm Excel Financial Model excel template is perfect for those who require regular reporting and details. Additionally, the income statement contains all revenue streamlines with gross earnings and net earnings linked with revenue analysis to ensure accurate reporting.

Accounting Firm Excel Financial Model-Income Statement (Yearly)

Furthermore, the Yearly Income Statement gives you complete insights into revenue and general & administrative expenses. The Yearly Income Statement also contains a graph, margins, net profit, earnings, cost of services, and profit after tax.

Balance Sheet

Accounting Firm Excel Financial Model-Balance Sheet

 

A Balance Sheet is one of the company’s financial statements, which will provide you witha complete overview of the Company’s Uses and Sources of Funds. In this Excel Template, this statement will give you 5- years of detailed projections about where your assets and Liabilities will stand up at a specific time.

Cash Flow

Accounting Firm Excel Financial Model-Cashflow Statement

 

This Cash Flow Statement will also provide you a complete insight into the real and virtual movement of cash generated and invested by your company. So this statement will give you in-depth information about cash-ins and out, divided into three activity streams: operating activities, investing activities, and financial activities.

Project Evaluation

Accounting Firm Excel Financial Model-Project Evaluation

 

The table calculates Return on Investment, Investor’s Future Equity Share, Cash Burn Rate Analysis, and NPV, which help you easily analyze company performance.

Break-Even Analysis

Accounting Firm Excel Financial Model-Breakeven Analysis

 

The break-even analysis will help you know, at a glance, the profits generated at the various sales levels. The safety margin refers to how the business can afford a decline before it starts incurring losses. The Break-Even Analysis refers to the point where your total sales contribution refers to fixed cost at zero profit and loss. This Technique is primarily based on marginal costing, which behaves differently at various levels of output activity.

Diagnostic Sheet

Accounting Firm Excel Financial Model-Diagnostic Tools

 

Since we added a unique table that automatically calculates the data, so the Profitability ratio, Net operating expense ratio to expense, etc., will provide financial commentary about the company’s financials.

Dashboard

Accounting Firm Excel Financial Model-Dashboard

 

The benefits of the Accounting Firm Excel Financial Model

Save Money & Time

Since this Financial Model excel template enables you to begin your startup planning with the least fuss and maximum help. So no composing equations and formulas, no designing, no programming, no outlining, and no costly outside specialists are required. Plan the development of your business instead of around insignificant techy things.

Easy To Use

Easy-to-use yet very advanced financial planning tool. So, with minimal experience in Excel, you can get complete and reliable outcomes.

Understand the Viability of Each Single Item

So our Accounting Firm financial model template will help you determine which product categories and combinations bring an enormous benefit and which should be improved. Hence, you will have to share the business measures for multiple items to assess the cost of goods sold, including the price of items themselves, their stockpiling, work, and other overhead expenses.

Graphical Visualization

In our Accounting Firm Financial model excel template, all necessary Calculations and estimations are visually represented on a dashboard. So you don’t need to move sheets to compare data.

Walk-Through Video of Accounting Firm Excel Financial Model

The following video will give you an overview of the different components of the financial model and will help you understand how it works.

This Product includes 1 Excel File.

2 reviews for Accounting Firm Excel Financial Model

  1. 5 out of 5

    Kathy Stewart

    Highly adaptable and dynamic model

  2. 5 out of 5

    Amelia

    Easy to understand and very easy to use model. Also with great accuracy!


Add a review

Frequently Asked Questions About Our Financial model

An Oak Business Consultants Provides Various Financial Model Templates; each industry model has unique revenue and input assumptions based on the industry nature and operation requirement. We have dug into almost every industry and have built 100+ models for every specific niche market.

For Example; a website has a general base model for e-commerce business and several other businesses that come under the E-commerce industry like Online Clothing Business and Online Toy Store, etc.

The pre-built financial models are made to help an entrepreneur, by giving them financial projections for their business. These models provide a prebuilt detail and structure to those who have a similar business revenue model as already available on the website. However, if you have a business model which is unique and have several different revenue streams. Therefore, you need Buy Customization Plans financial model services where you can avail of modeling services as per your business nature and operation requirements. 

All pre-built models are Comprehensive and dynamic, designed by expert professionals by considering all the elements any business requires while computing the financial feasibility of the business. The financial model template will provide the assistance to compute the startup summary, detailed monthly and yearly profit and loss statement, balance sheet, cash flow Analysis, and Break-Even Output summary. The template also has project evaluation reports and diagnostic sheets which will allow you to determine the company’s performance in a specified period of time. Moreover, a visual representation of these reports is compiled on a dashboard to make a convenient report overview for the user.

The models will be in Microsoft Excel file format, and they are immediately available for download after making the purchase. A model can redownload at any time in the future from the same account.

The optimal way to use the model is to familiarize yourself first with how the model is linked and structured. There are already detailed instructions on howdetailed how to use the description mentioned under each product profile.

Moreover, then start with the input sheet with the most important assumptions, and start filling in the inputs as per your business information which is clearly labeled and formatted in a pink color cell. For Example; If your region tax rate is 25% so fill it under the tax field, which is already highlighted so then a model will automatically compute all related calculations. The same procedure will go with all operating and variable cost sections, which are mentioned in the model.

Next comes the revenue-related input; then go through the inputs around growth rate, churn rate, prices, and cost of sales, etc. These inputs will be changed from industry to industry; however, the basic structure is the same.

So far, you’ll get basic forecast reports, and now it comes down to looking at the Summary and Key Reports sheet(s) to see if the estimation makes logic: net income, gross margin and net cash flow, etc. Refine and iterates the inputs until you get a final result that makes sense for your business and your industry.

The Financial models are in xls. File format. We would recommend to use Excel or Google Sheets to develop and edit financial models. In practice, We use Excel to build and edit models and Google Sheets to share with clients. Because Excel is usually a faster software for building and designing with so many features, however, Google Sheets can make it convenient for sharing models with the user.

Our models can be used in both Excel and Google Sheets interchangeably; simply upload the Microsoft Excel model template into Google Sheets, and everything will be ready to go.

Undoubtedly Yes! All formulas’ cells and sheets are completely editable and open. Therefore, you can edit anything as per your requirement. But, you must need to consider the cell linkage first before making any change.

How to Edit the Mode?

All peach Areas are your INPUT CELLS. Please fill the PEACH AREA as per your Business situation. All WHITE and COLORED CELLS are CALCULATED and LINKED CELLS.

The Model is easy to use, dynamic and Transparent. We did not use complex formulas to build the Pre-built Financial Model or Financial Template.

Yes, We provide Half an Hour of free consultancy. We help you to explain

  • The flow of Pre- Built Financial Model
  • Explain Financial Terminology
  • Explain How the Pre-built Financial Model work.

You can fix a meeting time with our Expert Financial Consultant and avail yourself of this opportunity to have one to one call with him/her.

Frequently Asked Questions About Our Business Plan

Oak Business Consultant can easily accommodate any industry and already has 100+ Pre Built Business Plan samples that help you along the way. Whether you’re a small or mid-sized business, freelancer, or literally any industry sector from tech to real estate to salon and restaurant. We do extensive research before writing a business plan so that each business plan is quite different from another according to its business nature and operation requirements.

At Oak Business Consultant, we ensure that each and every business plan is customized for every industry. Such as;

Our team of experienced consultants and business analysts does not only ensures high-quality templates but also provides business consulting services to enhance your idea. However, these Pre Built Business Plan Templates are general. You will require our customized plan services and if your business idea is unique and generates revenue from various different streams.

Apart from the general pre-built business plan template, we provide three kinds of business plan customized services and Each plan package offers a variety of services based on its price.  

For Example in Basic Plan, a 10 to 15 pages business plan with a three-year financial model, completely customized according to your business nature and idea. However, in the Comprehensive package, the packages will be based on 30 to 35 pages with 5 Years of financial analysis.

We have several business planning packages. Each package is developed keeping in mind the scale of the business industry and the purpose of the business plan. We provide extremely competitive and affordable pricing for business plans.

If you need help with choosing the right package please feel free to reach one of our consultants. We are available here to support your queries.

https://oakbusinessconsultant.com/contact-us/

The average venture capital company receives several business plans every day and they only invest in a handful of 1%. You need such a comprehensive and deal proven business plan to capture investment attention. Oak Business Consultant Provides you a dynamic business plan which not only jotted down your ideas into a well-structured format but also provides all essential market and financial analysis which would be eye-captured information to the investor.

We work with minimal inputs. We only require the basic information in the brainstorming and developing process. The basic questionnaire involves Brand Name, a Brief Description of the company and your Idea, Target you will earn your revenue? and Why do you think people would need your products/services? and What is the range of initial investment you are looking at? And what plans for your company? These questions will ask as a starting point for your project. 

We always encourage our clients to share other information related to their future operations that might have. In case more information is required, our team will contact you.

We work in a collaborative manner via phase to phase communication approach. We acknowledge that you would know your business idea better than anyone. We bring along years of experience and industry best consultants to help you enhance your idea into a venture.

We work in a phased manner. Every interim deliverable related to the business plan will be sent to you for review. We acknowledge that you would know your business idea better than anyone So that We would encourage you to go through the drafts and give us your feedback. Our consultants will have a discussion on your review comments. On the basis of the discussion, we will modify the drafts. For every phase, we will take a maximum of two update requests of each phase into consideration. We would request you to give us a complete and specific set of feedback.

The business plan template design would be a part of the package. The draft version would be written in a normal word document; however, once a consultant is done with the content. A non-designed business plan goes into the in-house graphic team that turns the non-designed version into an aesthetically appealing template by considering the brand color theme and industry nature.

Frequently Asked Questions About Our Pitch Deck

Once your order is finalized, you can access a download link for your files directly from your dashboard.

To retrieve your document, simply proceed to your dashboard and download the provided PDF document.

Yes, you will need to register for a complimentary Canva account or log in to your existing Canva account to engage with the template.

Open the PDF you downloaded and select the highlighted LINK (mentioned on the last page) within it. This link will redirect you to your specific Canva template.

Absolutely! Within Canva, you are free to adjust colors, fonts, images, and other elements to ensure the design matches your branding specifications.

After you have finished customizing your design, you can download it from Canva and showcase it on your preferred social media platform.

Yes, Indeed! Our Team has developed more than +1000 Financial Models on different industries and sectors that have closed $100M in deals and investment for companies.

Check out our Financial Model Library and have more 1000+ Financial models available here

Also check out our Customize Financial Model services plans here.

Yes, Indeed! Our Team has developed more than +500 Business Plan on different industries and sectors that have closed $100M in deals and investment for companies.

Check out our Business Plan Templates library more +500 Business Plan available here.

Also check out our Customize Business Plan services packages here.

Frequently Asked Questions About Our Market Research report

We offer three variations: Basic, Advanced, and Comprehensive.

Basic includes a PDF report; Advanced adds Excel files; Comprehensive includes PDF, Excel, and PowerPoint.

Yes, we offer a 7-day complimentary consultation post-purchase.

Reports are for single-user only and not for commercial sharing.

Data is up-to-date as of the report’s publication.

Yes, Customized reports are available upon request. Fill out the Form for customized report.

Digital reports are delivered instantly; customized reports may vary as per the requirements.

We offer ongoing support for any post-purchase inquiries. You can contact by email info@oakbusinessconsultant.com or book a meeting with https://calendly.com/oakbusinessconsultant/30min