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
View Webinar- (-) Remove Accounting & Cash Flow filter Accounting & Cash Flow
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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 lending institution to institution. A pre-qualification conversation with a Loan Officer from your potential lending institution is... Read more
PROFESSIONAL SERVICES REFERENCE LIST
Attorneys/Legal Services, Financial Services, Commercial Insurance, Business Brokers, Mediation... 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 on 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