Description

Consultant Agency Excel Financial Model

Our Consultant Agency Excel Financial Model is designed to help you make informed principal business and financial decisions based 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 contains all essential financial data related to the overall your company’s financial 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.

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 Converted Repeat Customers – At what percentage of new total customers come to your shop repeatedly?
4. Churn Rate – what percentage of your old customers decline
5. No. of customers who purchased post-project consultancy services
6. No. of hours per project
7. The average revenue rate per hour
8. Tax Rate

Features of Consultant Agency Excel Financial Model

Input Sheet

This Excel template contains inputs that impact the calculations automatically. Therefore, all relevant sheets update automatically with the changes. A financial model always has built-in flexibility to display different outcomes or final calculations based on changing a few key inputs.

Startup Summary

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

Balance Sheet

The statement provides the user with a complete overview of the current 5-year projection of your Assets, Liabilities, and Equity Accounts.

Cash Flow

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 them anytime he wants. The Cash flow analysis contains all relevant inputs that are linked with investment, finance, and operations.

Project Evaluation

The table calculates Return on Investment, Investor’s Future Equity Share, and Cash Burn Rate Analysis, making it easy to analyze the company’s performance.

Break-Even Analysis

The break-even analysis will help you to know at a glance the profits generated at the various levels of sales. The safety margin refers to the extent to which 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 situation. This Technique is primarily based on marginal costing, which behaves differently at a variety of levels of output activity.