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

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

Covid 19 Requires New Plans

January 28, 2021

Covid 19 has severely affected business and small business in particular. Learn manageable steps to reduce your risk.

Blog

Prepared For A 100 Year Life? Your Children Should Be.

January 1, 2021

One of the ongoing challenges of managing a business is to be aware of various trends and the long-term implications they have for your business. One trend that is not very visible is increasing life expectancy. How long are you or your children likely to live? A deeper investigation of the numbers provided in The 100 Year Life by Lynda Gratton and Andrew Scott shows that since 1840 life expectancy has been increasing three months every year. Read what to expect.

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Developing a Business Plan

The importance of planning should never be overlooked. This course will take you through the step-by-step process of developing a business plan. Read more

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Course on Demand

Creating a Profit and Loss Statement

This workshop will help you develop a profit and loss statement for your company by implementing a single-step or multi-step formatted statement. Read more

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Valuing a Business

This online workshop will explain reasons to assess your company's fair market value, illustrate approaches to determining the value of a business, and more. Read more

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Course on Demand

Pricing Products and Services

This online workshop will help you develop your pricing strategy for your product or service using market research, pricing models, and other techniques. Read more

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Preparing a Balance Sheet

This workshop explains the importance of a balance sheet, walks you through the steps of creating a balance sheet, and provides a sample balance worksheets. Read more

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Managing Your Cash Flow

This workshop will illustrate the importance of analyzing your cash flow, help you prepare a cash budget, and determine cash in and cash out. Read more

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Course on Demand

Preparing a Cash Budget

This workshop will help you gain insights on how to budget your cash receipts and disbursements, determine your cash reserve requirements, and put it all together. Read more

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Course on Demand

Assessing Your Company’s Financial Needs

This free online business workshop will help you determine the financial needs for your small business. Read more

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Course on Demand

Running a Profitable Company

This free online business workshop will provide tips for getting and staying profitable.  Read more

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