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Recorded Webinar

Save Money and Time by Automating Your Finances

Event Language: English
February 12, 2019, 1:00pm EST

This webinar will explain how to take control of your money by using systems that prevent you from wasting time, help you save money, and take care of yourself first. Read more

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Blog

3 Retirement Options for Small Business Owners

Article Language: English
January 24, 2019,

Learn about the retirement plan options well-suited to the small business owner. Find a plan that serves your and your employees’ interests.

Blog

7 Little Ways to Save Money When You're Self-Employed

Article Language: English
January 17, 2019,

A budget is the basis for any good financial planning, personally and as a business owner. Use these simple tips to become a money-savvy business owner.

Recorded Webinar

Small Business Loan Applications- Why Are They Asking Me That?

Event Language: English
November 8, 2018, 3:00pm EST

This presentation will talk about a dozen or so questions you need the answers to, before you start looking for a small business loan. Read more

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Recorded Webinar

Smart Credit Strategies for Small Business Owners

Event Language: English
November 8, 2018, 12:30pm EST

When you join this webinar, you'll learn simple strategies for building strong business credit, how small business lenders view personal credit scores and more. Read more

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Blog

How Much Cash Should a Small Business Keep in Reserve?

Article Language: English
October 2, 2018,

Most financial experts recommend three to six months of operating expenses, but using this for every business in every situation is misleading.

Blog

How to Tell If a Government Grant Offer Is a Scam or Legitimate

Article Language: English
September 18, 2018,

How do you know if the grant offer is legitimate or a scam? According to the U.S. Department of Justice, FBI and other Federal Agencies, fake U.S. grant scams are on the rise across the country.

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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Template

12-Month Profit and Loss Projection

Article Language: English

Download this template to track your revenue and expenses so you can forecast your profits and losses for the next 12 months. Read more

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