Business Plan Templates

A thoughtfully crafted business plan is the launching block for your small business, allowing you to transform your business ideas into reality! Use these templates to create a traditional, lean, or one-page business plan. If you need further guidance, see my article on creating a business plan.

Financial Statement Templates

Accurate financial statements provide an in-depth look at your business’ performance, revealing important details such as your profitability, liquidity, cash flow, and overall financial health. Use these templates to create an income statement (AKA profit and loss statement), balance sheet, and cash flow statement.

Budgeting, Financing, & Planning Templates

One ounce of prevention is worth more than a pound of cure. Whether you are a start-up or a seasoned business owner, use these templates to create a financing plan, gain control over your spending, achieve financial and operational goals, and plan for the future!

Management & Financial Analysis Templates

Conducting a managerial analysis of your financial statements helps you spot trends, measure business strengths and weaknesses, and informs business strategy and goals. Use these templates to begin generating insight into your small business!

Marketing & Sales Templates

Marketing ensures your product or service lands in the right place, at the right time, in front of the right people. Clearly defining your marketing and sales strategy and allocating resources toward these strategies will help you create an effective marketing campaign. Use these templates to assist you as you create your marketing campaign.

Tax and Payroll Compliance Templates

Staying compliant with tax and payroll regulations is essential to protecting your business and avoiding costly penalties. Understanding your filing responsibilities, tracking key deadlines, and maintaining accurate records ensures smooth operations and builds trust with employees and tax authorities. Use these templates to help you stay organized, streamline reporting, and meet your federal, state, and local compliance requirements with confidence.