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

Client Spotlight - Cindy Clipp

Article Language: English
December 3, 2020

When Cindy Clipp was thinking about starting her real estate business she recognized that there
were a myriad of startup issues...

Blog

Client Spotlight - ShieldCo

Article Language: English
September 25, 2020

Several years ago Luke and Neil Markey left their successful positions in the business and military world to form their own company, called ShieldCo, to make beautiful, high quality, three dimensional signage and art out of various types of metal, based on the skills that they had learned from their father at an early age.

Article

Beyond the checkbook balance

Article Language: English
Originally published in The Frederick News Post Many small business owners use software to maintain their checkbook balance. However, that “cash in the bank” balance is only one... Read more
Article

A tutorial for small business lending

Article Language: English
Originally published in The Frederick News Post More than 28 million small businesses operate in the United States, according to a September article in Forbes. The businesses may... Read more
Course on Demand

Developing a Business Plan

Event Language: English

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

Event Language: English

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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Course on Demand

Valuing a Business

Event Language: English

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

Event Language: English

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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Course on Demand

Preparing a Balance Sheet

Event Language: English

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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Course on Demand

Managing Your Cash Flow

Event Language: English

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

Event Language: English

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

Event Language: English

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

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