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. 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
View Webinar- (-) Remove Accounting & Finance filter Accounting & Finance
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Understanding credit and how to improve your credit score
Do you know how your credit score affects your ability to secure funding for your business? Read more
Tax Questions and Answers for Small Business Owners
Soothe your tax season headaches with this workshop! We will cover common questions around entity types, deductions, tax planning techniques and more. Read more
When to Get Small Business Advice from the Pros
Since every business has its own set of unique challenges, it can be difficult to pinpoint which legal matters you can handle yourself and which require an expert. Here are a few guidelines.
CASH FLOW HANDOUT
So here are the top 10 ways to improve your blood/cash flow. Read more
LOCAL FUNDING RESOURCES
• SBA guaranteed loans: www.sba.gov • California Small Business Development Center: www.centralcoastsbdc.org • Federal Government Grants: www.grants.gov Read more
BANK LOAN APPLICATION INFORMATION
The Loan Application Package varies from the lending institution to institution. A pre-qualification conversation with a Loan Officer from your potential lending institution is... Read more
ASK YOUR BANKER: THE LOAN REQUEST, WHAT DO BANKS LOOK FOR?
Getting your foot in the door Frustration is not a big enough word to describe what you may have to go through getting a loan from a bank. Different banks have different... Read more
ASK YOUR BANKER: HOW TO FIND YOUR BREAK EVEN POINT
The break-even point is very important to know if you're starting a business. Basically, it's the point where the income equals the outgo. But, you still haven't made any money. Read more
7 QUESTIONS TO ASK BEFORE YOU HIRE AN ACCOUNTANT
In today's complex business climate, a good accountant can make a big difference to your bottom line. While it might be tempting to cut costs and handle things yourself,... Read more
RECORD KEEPING REQUIREMENTS FOR SMALL BUSINESS
1. CASH RECEIPTS/REVENUES a. DATE the money was received and/or the sale was made b. AMOUNT received and/or the amount of the charge sale c. PAYER; who the sale was made to or... Read more
Forecast Worksheet
MS Excel Forecast Worksheet Template Read more