Template

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

Template

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. Read more

Recorded Webinar

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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Blog

Two Critical Steps Before Setting Up Payroll for Your Small Business

Article Language: English
November 4, 2020

When you start off as a team of one, handling every job to keep your business moving on your own is tough. Most owners dream of the day they can afford to bring on another set of arms and legs.
Hiring an employee is also a big step towards scaling your business and planning for growth. But, when you make the shift from a solopreneur to an employer, the game changes. Suddenly, owners find themselves delegating the day-to-day tasks of running their business in exchange for the internal tasks of managing the business. In the case of hiring, one of those tasks is payroll.

Blog

3 Financial Reports Every Small Business Owner Should Understand

Article Language: English
November 2, 2020

After setting financial goals and a budget for your small business, it's crucial to monitor how well your company is performing. Is it on track to achieving its revenue and profitability goals? Is it controlling its costs?

Even if you’ve contracted the help of an accountant, it’s helpful to develop your understanding of your business’s financial affairs. One way to accomplish that is to become familiar with and regularly review the following reports.

● Profit and Loss Statement
● Balance Sheet
● Cash Flow Statement

Blog

Self-Employment Tax 101 for Small Business Owners

Article Language: English
November 2, 2020

When you’ve made the transition from someone else’s employee to being your own boss, you gain the autonomy to create your own professional path. You get additional responsibilities, as well—including paying self-employment tax.

Self-employed individuals are required to not only directly submit the income tax they owe to the federal, state, and local governments, they must also remit self-employment tax to the IRS.

Blog

How to Find the Right Accountant for Your Small Business

Article Language: English
September 11, 2020

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.

Blog

Three Basic Financial Documents Your Business Can’t Ignore

Article Language: English
August 15, 2020

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.

Blog

Recordkeeping 101: Information Your Small Business Needs to Maintain

Article Language: English
August 1, 2020

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.

Blog

12 Funding Options for Rural Entrepreneurs

Article Language: English
July 14, 2022,

From crowdfunding to state trade expansion programs, there are several funding options for rural entrepreneurs

Recorded Webinar

Ask an Expert - Smart Money Moves for Your Business

Event Language: English
April 14, 2022, 1:00pm EDT

The hour will be dedicated to answering your money management questions and offering advice that you can implement today. Read more

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