A financial projection template built specifically for
CUSTOM JAVASCRIPT / HTML
Create financial projections for medical office for internal planning,
an investor pitch, or a loan application. Our medical office template 
can give you a 20 hour head start

Our CPA developed template enables you to create professional projections based on your unique assumptions.

Create investor- and lender-ready projections in hours, not days.

Built for medical offices specifically  — our ProjectionHub software has been used by nearly 500 physicians to develop financial projections.
Based on this experience we decided to create a customized Excel template that makes creating SBA and investor-ready financial projections for medical offices incredibly simple. 
Bill Newsum
Step 1: Purchase and download the template
   After purchase, you will download an unlocked Excel file with a ready-to-usefinancial projection template for your business model
Step 2: Enter your assumptions on the input tabs
The revenue model
  •  The revenue model will help you predict your client base and client base growth for five years. 
  • The model will then help you determine revenue per year per client based on monthly visits and services performed. You will also be able to calculate direct costs (supplies) per patient visit. The model will calculate monthly revenue for you and update it on the financial statements.
The operating expense model
  • You will be guided to enter your other expenses in the operating expense model, which includes some suggested line items and amounts to help you get started.
  • This model will populate the expenses and cash flows on the financial statements for you. You can enter your monthly expenses as either fixed amounts or you can set them as a percentage of revenue for variable items like payment processing fees.
  • The first three months of the model are broken out separately so that you can enter start-up expenses.
The general assumptions model
  • The general assumptions model will guide you to enter balance sheet items such as fixed assets, loans, investments, inventory assumptions, and accounts receivable assumptions.
  • The model will have you input some basic data and then it will calculate the difficult things for you: loan amortization, interest expense, depreciation expense, inventory purchases, etc.
The salaries and distributions model
  • The salaries and distributions model helps calculate monthly expenses for salaried employees, including items like employer taxes and benefits.
  • This model also helps you plan for distributions (dividends, owner draws) made to owners.
Watch a demo of the template
Step 3: The model is automatically updated based on your assumptions
At-A-Glance tab
The At-A-Glace tab shows you a financial snapshot in the form of graphs, charts, ratios, and financial summaries, all ready to be copied into a pitch deck. 
Financial Statement tabs
There are six Financial Statement tabs: the annual formats of the income statement, cash flow statement, and balance sheet, and the month-by-month breakdowns of the same financial statements. Our balance sheets always balance, automatically.
Investor Dashboard tab
The Investor Dashboard tab enables you, a lender, or an investor to see the effect of changing several of the main assumptions of the revenue model (spend per customer, for example).
This tab presents the income statement from your model and a special, modified income statement that updates as you change the major assumptions. This enables you to see how sensitive your model is to certain variables without changing the data you already filled out.

Tables, charts, graphs and dashboards include:

  • Profit and loss at a glance table
  • Use of start-up funds graph
  • Key ratios table
  • ​​Cash generated from operating activities graph
  • ​Investor dashboard
  • ​5 years of monthly and annual income statement, cash flow and balance sheet reports
Step 4: If you need help, we're here
We can fill out or modify any of the templates we sell, and we’re always happy to answer questions.
When you call us, you can speak directly to the developers of the model, not a call center or customer service representative.
Contact us in the most convenient way for you.
We're here to help you
If the model doesn’t work for you, we’re happy to provide a refund. 
The ProjectionHub Team
LinkedIn  
Grace Cisna, CPA
Before joining ProjectionHub, Grace served as an auditor for a public accounting firm in Indianapolis. There, she audited start-up tech companies, major regional hospitals, public manufacturers and everything in between.
As an auditor, she gained insinullght to the inner workings of all kinds of business models. Grace is a CPA, has a bachelor’s degrees in Accounting and French and a Master’s of Accountancy all from the University of Iowa, where she also taught introductory accounting classes to undergraduates.
Grace loves to use her accounting expertise to serve as an advisor to her clients, helping them understand what it takes to make a business succeed.
LinkedIn  
Adam Hoeksema — Co-founder ProjectionHub
Adam is the co-founder of ProjectionHub which is a SaaS web application that helps entrepreneurs create financial projections for their business.
Since 2012, over 40,000 entrepreneurs from around the world have used ProjectionHub to help create financial projections.
Adam also serves as the Executive Director of Bankable. Bankable is a Small Business Administration (SBA) lender that makes loans from $500 to $250,000 to Indiana small businesses that are unable to secure financing from a traditional bank.
Adam has managed the loan program since loan #1 in 2010. Since 2010, Bankable has closed over 1,200 loans totaling over $38,000,000. Adam is an entrepreneur at heart and loves working with entrepreneurs to launch and grow their business.
What others have to say about our templates

“…display our financials in an easily digestible, standard format.

”Initially, Fathom Voice created a complex set of investor documents, but this turned out to be a mistake, as they were not in a standard format for Angel investors. I needed a product that would display our financials in an easily digestible, standard format, ProjectionHub was the perfect solution.”

Bracken Fields
Co-Founder, Fathom Voice

“…valuable tool for entrepreneurs

“ProjectionHub is a valuable tool for entrepreneurs who need a quick set of financial projections in a standard format. For entrepreneurs without the budget to hire a financial modeling expert, ProjectionHub's Do-It-Yourself model delivers a solution to easily create and share financial projections.”

Anna Vitale
Engagement Manager, Growthink
We are available to help you complete your projections
Troubleshoot
We'll answer your questions about how the template works
Customize
We'll help you customize your template, add a cafe, bookstore, or brewery to your coffee shop
Multi Unit
We'll help you model what it would look like to have multiple locations

The cost of the template is estimated at $ 2000

If you hired a CPA to build this template from scratch it would take at least 20 hours of billable time to build a similar template. At an average hourly rate of $100 per hour it would cost you $2,000.

20 hours X $100 = $2,000 value

But we've already done all the work and you don't need to hire a CPA

Save time & money - get organized with our template!

Get a medical office template now for $199

The template price: $199 USD
100% money back guarantee if you are not satisfied.
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