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Insights and educational resources for business owners
How are small business owners supposed to navigate the effects of inflation? Explore these 8 strategies your small business can implement to manage inflation.
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You’ll want to review your income statement regularly, along with your balance sheet and cash flow statement, to track your performance and ensure that your business operations are healthy. Income statement definition An income statement shows detailed information about your revenue and expenses over a specific period of time, like last month, last quarter, or […]
How to create a cash flow forecast (using this cash flow template) You can use this cash flow template to forecast cash flow or to create a historical cash flow statement. Creating a new cash flow forecast The download that we provide here is a “direct” cash flow statement. It totals up all of the […]
Download our free balance sheet example PDF and Excel spreadsheet. The balance sheet is one of the key financial statements that you should review regularly—at least once a month. Balance sheet definition Your balance sheet shows the current financial state of your company and summarizes what you own (your assets), what you owe […]
Download our free one-page business plan template. Writing a business plan doesn’t have to be complicated. That’s why we created this template for a one-page business plan—a business plan that you can write on a single page. Building a one-page business plan has a lot of benefits: It’s fast: Documenting your business strategy shouldn’t take […]
Growth planning is a system to help you continuously plan, forecast, review, and refine your financial strategy to better manage your business. It’s an active and data-driven process for making informed and confident decisions. By incorporating Growth Planning into your ongoing management processes you will gain: Confidence in the ongoing financial viability of […]
We dug into how this feature saves you time by automatically analyzing your financials, giving you insights on top movers and potential next steps you can take in minutes. *Pro-tip: check out the chapter titles to jump to any topic Our experts discussed topics such as: What insights the Monthly Review provides How […]