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Michael Turner, NY
Building the consulting model by hand would’ve eaten up my week. This template gave me a working forecast fast, so I could spend about 8 hours less on spreadsheets and more time on client work.
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Alyssa Reed, TX
I’m not an Excel expert, and the formulas here were still easy to follow. The structure made the assumptions clearer, and I had a clean model ready for review without hiring help.
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Daniel Brooks, CA
Blank sheets always slowed me down, but this template gave me a solid starting point. I went from nothing to a usable first draft in one afternoon, which made planning feel manageable.
Model review
What is included in the financial model of a product called Consulting Firm?
The consulting firm's Financial model is an editable five-year workbook built around customer acquisitions, billable hours, hourly rates and related financial statements.
Use the model to plan how marketing turns into active consulting clients, monthly billable hours, service revenue, operating expenses, staff and financial results.
Changes to the assumptions regarding startup, acquisition, customer life, billable hours, prices, costs and employment; related calculations update the forecast, cases, financial statements and reports.
Driver-based planningThe impact flows through customer cohorts and the service economy before financial statements and management reports are achieved.
revenue engine of the customer cohort
How does the consultancy calculate revenue?
The model converts marketing spending into customer cohorts, keeps customers active throughout life, converts them into billing hours, and prices of those hours into levels.
01
Get customers
Monthly marketing spending divided by CAC determines new customers.
02
Separate the cohorts
New customers are allocated by level and retained for each specified lifetime.
03
Follow active clients
From novice clients to still active cohorts, they identify active clients each month.
04
Building an hourly settlement
Active customers are multiplied by monthly billable hours per customer level.
05
Calculation of revenue
The hours described are prices by level and then the revenue are aggregated in each level and month.
How were customer groups and billing times determined?
Worksheet revenue combines marketing budget and CAC with new customers and then applies the assumptions of allocation, lifetime, billable hours and hourly rate.
Revenue
The revenue view shows the purchase, the cohort, the settlement time, the price and the contribution of customer activity.
02 / COGS & OPEX
How are consultation and operating expenses structured?
Worksheet COGS and OPEX separate direct costs, variable and fixed costs operating expenses with time and percentage assumptions.
COGS & OPEX
In COGS & OPEX, direct costs, Variable Costs and General Fixed Costs are separated.
03 / Scenarios
What can be compared with low things, basic things, and high things?
In view of the scenarios, the Low, Base, and High results for the five-year revenue, gross margin, contribution margin and EBITDA for the five-year forecast are compared.
Scenarios
The scenarios show the chart of Low, Base, and High financial performance over five years.
04 / Dashboard
What Does the Dashboard Bring Together?
You can use the dashboard to review scenarios, major finances, mix of revenue, profitability, cash flow and payback period investment charts to review management.
Dashboard
You can use the dashboard to review scenarios, basic finances, the mix of revenue, cash flow and payback period investments.
Product adjustment
Is the financial model of a consulting firm suitable for your business?
The ready-made model is suitable for consulting firms using client cohorts, billable hours and incremental hourly rates; different revenue or reporting logic may require individual modelling.
Model ready
It fits perfectly
Your company's main source of income is billing hours based on service or customer level.
You're gaining customers through marketing spending and specific customer acquisition costs.
You can plan customer life, service allocation and monthly billable hours.
For five-year planning, related financial statements and financial statements for Low, Base, and High-level cases are required.
Order structure
Think about the model
Your revenue depends mainly on sellers, success fees, subscriptions or other formulas.
You need personnel at the design, use, or logic level of a capability beyond the cohort structure.
Your operating schedules require different costs, salaries, capital or financing mechanisms.
Your reporting requirements require a different statement, scenario or results management structure.
The indicator is the starting point for planning, not a guarantee of performance.
Financial modelling service for orders
Do you need a pattern that meets your requirements?
Financial Models Lab can build or customize a model when you need a different revenue logic, operational schedule or financial reporting.
After your purchase, you will receive the consultancy's editable financial model as an instant download with five-year forecasts, scenarios, financial statements and management reports.
01
Editable workbook
Changes in terms of acquisition, cohort, billable hours, prices, costs, employment and financing.
02
forecast 5-year
Review of the five-year related projections with monthly and annual operational and financial details.
03
Analysis of scenarios
Compare low, underlying and high cases for revenue, margins, EBITDA and related results.
04
Financial statements
A review of the related income statement, cash flow, balance sheet, dashboard and summary results.
Before purchase
Consulting firms Financial models FAQ
The basic answers are visible in their entirety, without the need to click on the accordion.
01
How does financial model calculate the revenue from the business of a consulting firm?
It converts marketing and CAC spending into customer cohorts, keeps customers active for life, calculates billable hours, and applies hourly rates at the level.
02
Which assumptions can I change?
You can change the launch date, initial customers, marketing budget and seasonality, CAC, level allocation, customer retention period, billable hours and hourly rates.
03
What can I compare between Low, Base, and High scenarios?
It is possible to compare how the three cases change the revenue, the gross margin, contribution margin, EBITDA and related financial results as a whole forecast.
04
What financial results are taken into account?
The workbook contains the income statement, the cash flow report, the balance sheet, the dashboard and the summary, with additional combined analysis visions.
05
Can the Financial Models Lab adapt the model to individual requirements?
Yes. the Financial Models Lab offers personalized modelling where the revenue logic, operational schedules or reporting structure requires a different configuration.
06
Is this workbook a prediction or a guarantee?
It's a forecast of planning based on the assumptions you put in place, not a guarantee of business results or financial results.
What Does the Consulting Firm Financial Model Contain?
Download the consulting firm financial model instantly and get everything you need to build a complete financial plan, including detailed revenue forecasts, expense schedules, financial statements, and a dynamic dashboard.
All-in-one Dashboard
Core inputs and core outputs
Low/Base/High
Three scenario analysis
Professional Charts
Presentation ready
ROE Components
DuPont analysis
Revenue Inputs
Researched revenue assumptions
Bank-Ready Reports
Lender-friendly financial outputs
Revenue Breakdown
Revenue stream detailed view
KPI Dashboard
Performance metrics benchmark
Choosing a selection results in a full page refresh.
Revenue
COGS & OPEX
Scenarios
Dashboard
