ProjectionHub
Templates & DocumentsCPA-developed financial projection templates (100+ industry-specific models plus universal versions) and paid services for SBA-ready business plans and projections, aimed at borrowers who need lender-credible financial models.
- Pricing
- One-time, Published pricing (projectionhub.com, July 2026): industry templates $119 each; universal templates $197 to $297; all-access bundle $499 one time. Services: complete projections $750; business plan plus projections $2,500; SBA pre-qualification call package $500; premium bundle $3,500 with a money-back term on the SBA concierge portion.
- Best For
- Buyers assembling an SBA loan package who need credible projections quickly and would rather adapt a CPA-built model than build one from scratch
- Roadmap Stages
- 3. Set Up & Fund the Search7. Diligence & Financing
Pros
- Transparent published pricing across templates and services
- Industry-specific models beat generic spreadsheets for lender credibility
- Money-back terms are stated on the site rather than negotiated
Cons
- Templates are inputs, not advice: the assumptions are still yours to defend in underwriting
- Guarantee and accuracy claims are the vendor's own
- Service tiers up-sell quickly from the $119 entry point to four figures
What Searchers Say
A long-running fixture in the SBA-borrower tooling space with a substantial template catalog and published pricing. Independent reviews are modest and mostly positive on template quality; the practical question is template versus hiring your own accountant, not legitimacy.