Tools & Resources

Business Planning Guides

There are three essential steps in creating your basic financial plan:

• Start-Up Expenses Worksheet
• Cash Flow Statement
• Income Statement

If you are creating a business plan for an ongoing business include financial statements from previous years:

• Balance Sheet
• Income Statement
• Aged List of Accounts Payable
• Aged List of Accounts Receivable
• Summary of Inventory / Capital Equipment or Assets Value

Other tools that are useful for different types of businesses are:

• Advertising/Marketing Worksheet
• Break-even Analysis