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Annual Marketing Budget Template

Use this downloadable Annual Marketing Budget template to plan the budget for your small business’s marketing and advertising efforts. Read more

Article

How Poor Forecasting Can Sabotage Your Business Plan

Revenue forecasting is key to developing a successful business plan and realistic revenue expectations when starting a business. Read more

Blog

What Tax Papers Should You Keep…and What Should You Shred?

February 20, 2020

Knowing which tax records to store and which to shred is often a point of confusion for small business owners.

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Financial Projections Template

Download this financial projections template to calculate your small business expenses, sales forecast, cash flow, income statement, break-even analysis & more. Read more

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Financial History & Ratios

Looking at your business’s financial history and ratios helps you keep tab on your company’s financial health. Here’s what financial ratios measure. Read more

Article

Five Sources of Quick Cash for Your Small Business

When your small business is facing a cash flow deficit, consider these five ways of obtaining cash quickly to keep your business moving. Read more

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3-Year Cash Flow Statement

Use this 3-year cash flow statement template to create long-term cash flow projections and test different business scenarios. Read more

Article

How to Choose the Right Small Business Accounting Software

Small business owners can easily manage their business finances by choosing the right small business accounting software to match the features they need. Read more

Blog

Never Cut Spending in These Six Areas

January 30, 2020,

There’s nothing wrong with trying to save money, but if you’re not careful, this could negatively impact your business operations.

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Personal Financial Statement Template

Has a lender or investor asked you for a personal financial statement? Use this free, downloadable template to document your assets, liabilities and net worth. Read more

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Break-Even Analysis Template

When will your new business start making a profit? Find out by using this free, downloadable template to do a break-even analysis. Read more

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