Financial Advisor Practice Profit Tracker Excel for your financial advisor practice — clients and fees, work log, expenses, and a monthly P and L dashboard. Know what every client actually pays — and whether the month…
About this template
Financial Advisor Practice Profit Tracker Excel for your financial advisor practice — clients and fees, work log, expenses, and a monthly P and L dashboard. Know what every client actually pays — and whether the month actually made money. Built for financial advisors and small advisory practices who need to know, client by client and hour by hour, what the engagement is really worth per hour — without accounting software. If a client is eating hours at a discount rate, this workbook shows it before you renew the next agreement.
$49
Excel & Google Sheets template — instant download on Etsy
Clients and Fees — client, engagement, monthly fee, hours per month, effective hourly rate, add-on revenue, and total monthly revenue for every client. Change a fee and the rate and totals update.
Client Work Log — date, client, task, hours, hourly rate, amount, and whether it was billable for every job. Fee rows pull the rate from sheet 1 by formula; add-on jobs are priced per job.
Expenses — planning software, mileage, home office, marketing, insurance, training, bank fees and supplies, with a monthly cost for each.
Monthly P and L — revenue, software, mileage, office, marketing, insurance, training and other expenses by month, Jan-Dec, with net profit and margin. Revenue is a formula from the Work Log.
Dashboard — total revenue, clients, hours, billable vs non-billable hours, capacity used, average rate, expenses, net profit and margin, best and weakest clients, revenue by client, costs by category, and hours by client.
Cover and How to Use — start here. Yellow cells are the only ones you edit.
Quick profit check — Financial Advisor Practice Profit Tracker
Try the headline numbers for a typical month. The full template does this job by job with a monthly P&L and dashboard.
Frequently asked questions
What does the Financial Advisor Practice Profit Tracker track?
The Financial Advisor Practice Profit Tracker tracks Clients and Fees; Client Work Log; Expenses; Monthly P and L; Dashboard.
What do the example numbers show?
The included example shows: 12 clients; monthly fees 12,350; add-on revenue 1,225; total revenue 13,575.
Does it work in Excel and Google Sheets?
Yes. The workbook works in Microsoft Excel and in Google Sheets (upload the .xlsx file to Google Drive to open it in Sheets). It is an instant digital download from Etsy — no physical item is shipped.