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
12-Month Profit and Loss Projection
Download this template to track your revenue and expenses so you can forecast your profits and losses for the next 12 months. You will examine revenue, cost of sales, gross and... Read more
Understanding Cash Flow - A Critical Component to the Life of Your Business
This webinar will help you to get real with money, understand your costs, and manage your cash to create and maintain stability and profitability. Read more
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How to Find the Right Accountant for Your Small Business
Finding the right accountant for your small business is an important decision that deserves careful consideration. Here’s how to find an experienced, qualified accountant who understands your business.
Three Basic Financial Documents Your Business Can’t Ignore
Making time to manage your business’ financials can be hard for many small business owners. But, there are three financial documents you can’t ignore: the balance sheet, the P&L and the cash flow statement.
Recordkeeping 101: Information Your Small Business Needs to Maintain
Thorough recordkeeping is a critical part of running a successful business. Here is a list of the essential records all smallbusiness owners should maintain and some of the best tools out there to store your records andstay organized.
December 10: Credit Card Processing Secrets that will Save Your Small Business BIG Money
Most business owners don’t know how much they pay in credit card processing fees per month, which ultimately results in losing money you don't even realize. Read more
November 12: Navigating Your Small Business through Financial Uncertainty
Decisions about cutting expenses, adjusting business models and finding new sources of revenue leave many owners and entrepreneurs questioning their next move. Read more
Developing a Business Plan
The importance of planning should never be overlooked. This course will take you through the step-by-step process of developing a business plan. Read more
Creating a Profit and Loss Statement
This workshop will help you develop a profit and loss statement for your company by implementing a single-step or multi-step formatted statement. Read more
Valuing a Business
This online workshop will explain reasons to assess your company's fair market value, illustrate approaches to determining the value of a business, and more. Read more
Pricing Products and Services
This online workshop will help you develop your pricing strategy for your product or service using market research, pricing models, and other techniques. Read more
Preparing a Balance Sheet
This workshop explains the importance of a balance sheet, walks you through the steps of creating a balance sheet, and provides a sample balance worksheets. Read more
Managing Your Cash Flow
This workshop will illustrate the importance of analyzing your cash flow, help you prepare a cash budget, and determine cash in and cash out. Read more
Preparing a Cash Budget
This workshop will help you gain insights on how to budget your cash receipts and disbursements, determine your cash reserve requirements, and put it all together. Read more