Consultant Agency Excel Financial Model
Our Consultant Agency Excel Financial Model is designed to help you make informed principal business and financial decisions bases on accurate reporting. The Financial Model Excel Template contains all relevant statements.
This Financial Model Excel template is developed and formatted by an expert oak business consultant that contain all essential financial data related to the overall your company’s financials performance, which is supported by a 5-year sales performance projection, Startup Investment requirement chart, projection of Cash inflows and outflows, Break Even Analysis Sheet and contain many other financial ratios and KPIs which will allow you to keep eye on your consulting firm financials needs.
To use this model, you wouldn’t require any in-depth financial and technical skills to take advantage of our developments. This Consultant Agency Financial model contains the most Flexible and Easy to use tools with an understandable dynamic graphical dashboard. Moreover, the Consultant Agency Financial Model excel template automatically recalculates all the values when you make changes in the input sheet.
Similar Business Model
Aggrego Consulting, Bain & Company, Oliver Wayman, and Boston Consulting Group, etc
- Advertising Budget – Input is linked to Sales, the more you spend on the advertisement the more sales you generate.
- Total Organic Customer Rate – How many Customers comes to your place from Word of Mouth
- Percentage of Converted Repeat Customers – At what percentage of new total customers come to your shop repeatedly.
- Churn Rate – what percentage of your old customer decline
- No. of customer who purchased post-project consultancy services
- No.of hours per project
- The average revenue rate per hours
- Tax Rate
Features of Consultant Agency Excel Financial Model
This model excel template contains inputs impacting the calculations automatically. Therefore, all relevant sheets updates automatically by the changes. A financial model always has built-in flexibility to display different outcomes or final calculations based on changing a few key inputs.
This sheet provides an analysis of all the investment requirements of a new start-up and helps the business to present a snapshot of the company to prospective investors and help to raise capital.
Monthly & Yearly Income Statement
The Monthly Income Statement sheet for the Consultant Agency Excel Financial Model is perfect for those who require regular reporting and details. Additionally, Income Statement contains all revenue streamlines with gross earnings, net earnings linked with revenue analysis to ensure accurate reporting. We understand the goal of every Consulting business is to make a profit for that there must be a mechanism that helps the business owners to determine whether they are making profits or otherwise.
Furthermore, the Yearly Income Statement gives you complete insights into revenue and general & administrative expenses. The Yearly Income Statement also contains several graphs, assumptions, ratios, margins, net profit, earnings, cost of services, and profit after tax.
The statement provides the user with a complete overview of the current 5- years projection of your Assets and Liabilities and Equity Accounts
We prepared receivable and payable days to help users accurately predict cash activities, including free cash flow to the firm. For customers’ ease, these receivable and payable days are set as Input so that the customer can change anytime he wants. The Cash flow analysis contains all relevant inputs that are linked with investment, finance, and operations.
Since the table calculates Return on Investment, Investor’s Future Equity Share and Cash Burn Rate Analysis. Therefore, analyzing the performance of the company becomes easy.
Since we added a unique table that automatically calculates the data such as the Profitability ratio, Net operating expense ratio to expense, etc that will provide financial commentary about the company’s financials.
Users and readers respond and process visual graphs better than data. Furthermore, charts visually track profitability, revenue, cash flow, and several other financial metrics.
What makes this model a great buy?
The Consultant Agency Excel Financial Model comes with similar inputs to other businesses. However, it is important to understand that not every business revenue and other inputs are similar. Consultant Agency Excel Template is a unique and dynamic model that may help you forecast and evaluate your financial assumptions.
Moreover, there are various reasons to buy this financial excel template for a startup or for a well-established business. First, the business owners need the model to build and forecast an economically feasible business, to be better prepared for future uncertainties, to communicate the company’s performance to potential investors or shareholders, or to set goals for the business. Second, It is flexible and portrays in both design and technique. Lastly, the model can easily adapt to the user’s specifications in the long run. Therefore, all modifications and scenarios can be changed in any field successfully.
This Product includes
1 Excel File
Get this detailed Financial Model today at the most affordable price
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.