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. You will examine revenue, cost of sales, gross and... Read more

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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

How to Switch to a New Business Checking Account

November 13, 2020,

Switching to a new bank account -- and transferring all of your financial operations accordingly -- requires careful thought and planning. Here's how to do it.

Blog

Hidden Costs to Watch Out for When Starting a Small Business

July 22, 2019,

There are a number of hidden costs that you might not be familiar with — and they have a tendency to appear at the worst moments. 

Blog

How Much Should You Save to Start Your Own Business?

March 19, 2019,

Feeling that entrepreneurial itch? Here’s a guide to figure out how much money you should save when you start your own business.

Blog

Offbeat Investments Worth Considering

January 2, 2019,

If you’re looking for an off-the-beaten-path investment, the next question is this: How far off said path are you looking to venture?

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