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Financial Resources for Small Businesses

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Want additional tips and advice on your finances for your small business? Check out our financial resources:

Forecast Templates

Download our financial forecast templates for small businesses to: 

  1. Make better decisions
  2. Improve cash flow
  3. Increase revenue
  4. Save money
  5. Gain more peace and less chaos
  6. Have better team communication
  7. Get higher flexibility and visibility
Yellow, orange and blue colors used in a bar graph to show the finace and it is easy with the financial forecast templates.

Step-By-Step Approach to Building A Revenue Plan

Learn how to create your own revenue plan in our FREE guide. Not only do you get a step-by-step guide, but you can learn how a revenue plan can help improve your finances. 

A woman explaining on the whiteboard about the process to use the right approach for building a revenue plan.

Business Financial Health Scoring Tool

Ever wanted to know how your small business measures up to others? Discover your business’s financial health score with our scoring tool. You might be surprised with what you find out!

A man analyzing his business finances after using business financial health scoring tool..

Small Business Financial Checklist

Download our FREE financial checklist, so you can stay on top of your accounting tasks and achieve great results. Who doesn’t want steps to financial success!

A woman explaining the method on whiteboard to create a financial checklist for your accounting tasks.