Financial Projections and Business Plans for Small Businesses.
Planning solutions for securing an SBA loan, raising investment, or internal planning
Join more than 50,000 founders who have used ProjectionHub
Our Financial Projection Templates are CPA Prepared, Industry Specific, and Easy to use.
Choose from 100+ unique, CPA developed, financial forecast worksheet templates to have lender and investor ready projections in no time at all.
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How do the Projection Templates work?
Select your industry
Browse the list of 100+ CPA developed financial projection templates to find your industry. Don't worry, if you don't see your industry listed or the one you purchase isn't the best fit, we'll help you find the right template and swap it for no extra charge!
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Fill out your projection template
Every template organizes the information into a few tabs, and all of the cells where your numbers are needed are highlighted to guide you along. Our team is standing by to offer help as you go.
Expert CPA Review
After you enter your information into the template, you can upload your file to our team and get a custom video of our experts walking through your projections with feedback so you can be sure they are ready.
Looking for something a little more custom or Expert Help?
We've got you covered.
Custom Financial Projections
Work directly with our experts including our CPA, Grace, to build custom financial models exactly to your specifications and needs so you can feel confident raising investment, applying for a loan, or planning your next expansion.
Most Popular Services:
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Financial Projections
Save time & effort by having one of our experts create your financial projections for you!
Business Plan + Projections
You tell us about your new business venture, and we'll write a business plan draft complete with financial projections for you!
SBA "White Glove" Service
Our all-inclusive service where you'll work with our SBA experts to prepare everything you'll need for an SBA loan application!
Join Thousands of Other Happy Businesses
50,000+ founders, owners, and advisors have worked with ProjectionHub to prepare financial projections for their SBA loans, pitch decks, and business plans.
Your Financial Projection Hub
Enter what you know about your revenue, expenses, assets,
and liabilities and we’ll take care of the projections
How Do You Create Financial Projections?
To make accurate and reliable business financial projections, you should start by building a revenue model specific to your business model. The revenue model will contain several assumptions – such as how you will attract leads, what percentage of leads you will convert into customers, and what your average customer will spend on your products and services. Modeling your expenses should take a similar approach.
Once you have a good understanding of your revenue and expenses, you can integrate your custom revenue projections into an existing business financial statement template with ProjectionHub. This will help you automatically create your projected balance sheet, cash flow and income projections.
Financial Projections FAQ
What Do Financial Projections Include?
A financial projection utilizes two key elements: a set of assumptions that will drive the model and the financial projection statements. Your assumptions should help the reader understand how you arrived at your revenue projections and expense numbers. These assumptions should then be tied together in a financial model to create a projected profit and loss statement, cash flow statement and balance sheet.
Which product is right for me?
Excel Templates
Custom Projection Services
Who does the work?
You do! Our templates are designed for a variety of specific scenarios, all you do is set assumptions like asset purchases, price, expenses. Every template has a video guide to give you a nice intro and overview of the template.
We do! Our experts will ask questions about your scenario and collect necessary info and then get to work. We provide a completed Excel file specific to your business model along with detailed explanation on how the projections were set up.
Do I need to be good at Excel to use this?
If you can enter data into a cell, you can use our projection templates.
Your model will be delivered in Excel, but we do all the work. We'll explain what we built and how your projectios were produced. We’re here if you need help.
What if I need help?
We’re available via email and live chat (9-5pm EST) to provide free support.
We also offer consulting services and can fill out or modify templates to fit your needs exactly.
We’re creating the model for you and will answer any questions you have directly.
Payment
One-time payment
Custom models are two payments – a deposit and a final payment upon completion of the model.
Our template fill out service is one payment collected in full before we begin the work.
Format
Our templates are designed in and for Excel, but can be converted to other spreadsheet programs. The most popular alternative program is Google Sheets which our templates work well in.
Our custom models are designed in and for Excel, but can be converted to other spreadsheet programs.
Who does the work?
Excel Templates
You do! Our templates are designed for a variety of specific scenarios, all you do is set assumptions like asset purchases, price, expenses. Every template has a video guide to give you a nice intro and overview of the template.
Custom Projection Services
We do! Our experts will ask questions about your scenario and collect necessary info and then get to work. We provide a completed Excel file specific to your business model along with detailed explanation on how the projections were set up.
Do I need to be good at Excel to use this?
Excel Templates
If you can enter data into a cell, you can use our Excel templates.
Custom Projection Services
Your model will be delivered in Excel, but we do all the work. We'll explain what we built and how your projections were produced. We’re here if you need help.
What if I need help?
Excel Templates
We’re available via email and live chat (9-5pm EST) to provide free support. We also offer consulting services and can fill out or modify templates to fit your needs exactly.
Custom Projection Services
We’re creating the model for you and will answer any questions you have in our coaching phone calls.
Payment
Excel Templates
One-time payment.
Custom Projection Services
Custom models are two payments – a deposit and a final payment upon completion of the model. Our template fill out service is one payment collected in full before we begin the work.
Format
Excel Templates
Our templates are designed in and for Excel, but can be converted to other spreadsheet programs. The most popular alternative program is Google Sheets which our templates work well in.
Custom Projection Services
Our custom models are designed in and for Excel, but can be converted to other spreadsheet programs.
What is the Most Important Part of a Financial Projection?
An essential part of all business financial projections is your cash flow forecast. A profitable business can still go bankrupt because of challenges with cash flow. You must understand your cash flow projections so that you can plan for any working capital needs your business may require.
What Are Financial Projections in a Business Plan
A vital component of any business plan is your financial forecasting. The rest of your business plan will provide a narrative of how the business intends to operate, while the financial projections section will aim to show the financial implications of following the rest of your business plan. Sometimes a business projection template will include various financial charts, graphs and tables that display key information, such as sales projections, gross profit and net profit margins. Creating business financial projections for a new startup can be difficult. At ProjectionHub, we are often asked how to create financial projections when there's no actual data to build from. Even without financial data available, using a business projection template for your startup is still a worthwhile investment. A financial forecast consultant can help most businesses and industries utilize average data to help make educated guesses about financial projections. We believe an educated guess is still a better option than having no financial projections at all.
How Do You Prepare a Projected Balance Sheet For Five Years?
To create a projected balance sheet for a business, you will first need to project your revenue and expenses and other cash-flow-related items like loans, accounts receivable, accounts payable, equity investments, etc. The best way to prepare a projected balance sheet is to create a full set of business financial projections with a projected income statement, cash flow statement and integrated balance sheet. The business plan revenue projections and forecast templates at ProjectionHub help you ensure that your three financial statements are appropriately integrated and that your balance sheet will balance!
What Does Financial Forecasting Begin With?
All financial forecasting begins with developing assumptions for the key drivers of your business. For example, suppose you attract new customers through online advertising. In that case, you may start your financial model with an estimated ad spend per month and an estimated cost to acquire a new customer, which will allow you to calculate estimated new customers per month. Financial forecast software and financial projection templates will help you model additional assumptions that drive both your revenue and expenses.
Need help with anything?
We're here to help with any questions you have about plans, pricing, and supported features.
