The template will take your unique inputs and assumptions to automatically calculate and build your Income Statement (Profit & Loss), Balance Sheet, and Cash Flow statement. Any change you make on the input tabs will automatically be calculated and updated on your financial statements making for easy changes and experimentation. The financial statements are easily exported or printed for lenders or investors.

Financial Statements Included:

• 5 Year Income Statement Annual Summary
• 5 Year Income Statement Monthly Breakdown
• 5 year Cash Flow Statement Annual Summary
• 5 year Cash Flow Statement Monthly Breakdown
• 5 Year Projected Balance Sheet Annual Summary
• 5 Year Projected Balance Sheet Monthly Breakdown

Our At-A-Glance dashboard offers a concise financial overview of your Home Services Contractor projections. With key financial ratios, break-even analyses, and start-up cost breakdown, your data becomes actionable. This tab, filled with tables, charts, and summaries allows you to easily drop key visuals into your pitch deck or investor memo.

Visualizations Include:

• Profit and loss summary table
• Initial start-up cost breakdown for your Home Services business
• Key financial ratios
• Operational cash flow visuals
• 5-year summary profit & loss graph

Tailored for Home Services Contractors, this model generates accurate sales predictions based on specific Home Services Contractor income assumptions then automatically calculates and builds the financial statements.

• Customer Acquisition Estimating: Estimate how you will attract new customers and how often those customers will become regular sources of revenue.
• Billable Technicians: Build your revenue estimate based on how many technicians you plan to have, billable hours available, and their billable rate.
• Plan For Growth: Account for your plans to expand your technician crew as well as if you plan to open additional service locations.‍
• Financial Statements: All income drivers and information provided are automatically calculated and put into your financial statements. So any changes you make are automatically accounted for.

• Equipment and Maintenance Costs: Budget for the purchase and upkeep of equipment, vehicles, and tools.
• Labor and Staffing Expenses: Calculate costs for hiring landscaping crew members, including wages, benefits, and training.
• Fuel and Transportation: Estimate expenses for fuel and transportation related to moving equipment and staff to various job sites.
• Marketing and Customer Acquisition: Allocate funds for advertising efforts, website maintenance, and building client relationships.
• Insurance and Licensing: Plan for necessary business insurance, including liability and worker's compensation, and any professional licensing fees.
• Materials and Supplies: Budget for necessary materials per technician per month.‍
• Financial Statements: Expenses and salary data automatically populate the financial statements for consistent reporting.

• Startup Capital and Balance Sheet: Begin with assumptions about assets, loans, investments, and accounts payable to calculate startup capital needs and structure the balance sheet.
• Automated Financial Calculations: The template includes amortization, depreciation, and interest expenses in pro forma balance sheets.