Financial Modelling Tool for Consultants

As a consultant, you will need financial forecasts to accurately understand when the right time will be to grow and invest in your company. Brixx can give you the tools needed to deliver the financial information needed as and when you need it.

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10000+ users

Who can use this Brixx template?

Consultancy firms
Independent consultants
Practice managers

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What are the benefits to consultancy firm owners?

Consultant Template
The template accurately represents a modern business model, incorporating all aspects of consultancy services
Charts & Graphs
Effortless to use, with results and graphs that are straightforward and easy to read
Visualise Trends
Quickly visualize the impact of additional income streams such as loans
Instant Feedback
Receive immediate feedback when evaluating scenarios, such as special campaigns or new service launches

Financial projection software for consultants

Consultants may use financial forecasting to help their clients plan for future financial performance and make informed business decisions. Forecasting can be used to project revenue, expenses, and cash flow, and can help identify potential problems before they occur. Consultants can also use financial forecasting to develop budgets, create financial models, and assess the feasibility of business plans.

With over 20 years of business modeling experience and a robust suite of features, Brixx ensures you can trust the results. Empower yourself to confidently envision and forecast the future of your consultancy business. Start with our financial modelling software.

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Business professionals discussing on a laptop during a meeting at Brixx.

How to use the template

The components of your consultancy firm
Every facet of your consultancy business is covered in this template, including sales, costs, and business assets. Brixx allows you to model all aspects of your business and customize the structure of your model to accurately represent your business's operations.
Components
Adding new data to forecast your consultancy
Input a three-year forecast for each component. Sales forecasts detail unit prices and quantities, and costs of sale and OTR costs are automatically calculated based on your forecasts.
Adding
Discover Brixx reporting tools
With Brixx, double-entry accounting is seamlessly handled, enabling you to center your attention on understanding your business. Brixx generates comprehensive 3-way reports (cash flow, profit & loss, and balance sheet) based on your model, complemented by a financial dashboard. Dive deep into each report to trace the origin of your data.
Reports
Assess your actuals performance against your forecast
Track your business's monthly progress by comparing forecasts with actual sales and cost figures. Quickly identify strong and weak areas to focus on. Adjust your forecasts accordingly to improve planning accuracy.
Actuals

Forward-thinking strategies in Brixx

Evaluating the correlation between sales strategies and profitability
Creating earnings forecasts to secure additional financing
Strategizing for slow periods to maintain financial stability
Estimating costs associated with hiring and training new employees
Estimating startup costs for new businesses or expanded locations

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