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

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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QuickBooks Online, Hands On!

Event Language: English
June 9, 2022, 1:00pm EDT

Hands-on training with a Certified QuickBooks Instructor. Gain familiarity and ease with the world's most popular small business accounting system. Terrific value for the fee. Read more

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How to Switch to a New Business Checking Account

Article Language: English
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.


Should You Use Your Retirement Investments to Help Fund Your Business?

Article Language: English
April 8, 2020,

Many small business owners struggle to find capital to start or grow their businesses. Using retirement funds is a strategy used by some, but it can be risky.


How Lower Interest Rates Will Affect You and Your Small Business

Article Language: English
September 16, 2019,

A key indicator of a country’s economic health is its interest rates. So what do lower interests rates mean for small businesses?


Hidden Costs to Watch Out for When Starting a Small Business

Article Language: English
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.