Tools
Not sure where to start?
These worksheets and handouts are designed to help guide business owners through planning and execution. Utilize the tools on your own or sign up for our services to walk through them with an experienced advisor.
Cash Flow Worksheet
This worksheet is designed to help business owners break down monthly revenue and expenses to see how much debt expense they can afford each month.
Business Plan Template
This business plan template is for business owners that have already written a plan, or need a more in-depth document to provide to lenders.
Business Plan Worksheet
This tool is designed for the first-time entrepreneur. Use this easy-to-use form to get your thoughts down, to help form the basic structure of a sustainable, profitable venture.
Resources
Looking for previously recorded specialized assistance?
Our resources are on-demand, recorded training segments designed for business development on a variety of topics.
Tax Preparation with Diane Plante (Session Two)
This tax preparation series will walk business owners through the basics of taxes, what they need to know and how to set up systems that make reporting taxes easier. Topics …
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Tax Preparation with Diane Plante (Session One)
This tax preparation series will walk business owners through the basics of taxes, what they need to know and how to set up systems that make reporting taxes easier. Topics …
View WebinarHR Matters (Part Two)
“HR Matters” because managing your company’s Human Resources Matters. This is the second part of a three-part series following the life cycle of an employee. We start with planning a …
View WebinarHR Matters (Part One)
“HR Matters” because managing your company’s Human Resources Matters. This is the first part of a three-part series following the life cycle of an employee. We start with planning a …
View WebinarHR Matters (Part Three)
“HR Matters” because managing your company’s Human Resources Matters. This is the third part of a three-part series following the life cycle of an employee. We start with planning a …
View WebinarHow to Navigate EIDL Repayment
The first payment for COVID-19 EIDL borrowers is due 30 months from the date of the original note. That means that these loans are starting to become due now. The …
View WebinarManaging and Repairing Your Credit
Most of us have seen our credit scores dip in the last few years, and this could be an issue if your score is currently low. Repairing your credit is …
View WebinarPlanning and Forecasting
Regardless of how you intend to create your business plan, having one — or at least a rough sketch — is an essential step toward successfully securing capital for your …
View WebinarPreparing to Get a Loan for Your Business
Whether you are just starting out or have been in business for several years, there are steps to take to get yourself ready to obtain a loan — from making …
View WebinarFinancial Statement Management
Whether we’re in a pandemic or not, it’s a good idea to know how your business is doing financially, and being able to pivot quickly if needed. This workshop will …
View WebinarBusiness Structures
When you start a business, you have a lot of decisions to make — and among the most critical is what kind of business entity you should create. Should you …
View WebinarBudgeting for Your Business
As we’ve all seen with the pandemic, we can’t always plan everything that happens to a business. However, creating a budget is an important way to make sure you don’t …
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