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Personal Financial Statement Template

A personal financial statement (PFS) is a snapshot of your financial position at a specific time. It lists your assets (what you own), liabilities (what you owe), and net worth. A PFS is essential for entrepreneurs looking to buy a business, get a loan, rent an office or storefront and more.
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12 Month Cash Flow Statement

A cash flow statement tracks how much your business makes and spends. Here you'll find a template to project your cash flow for the next 12 months.
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Annual Marketing Budget Template

Use this downloadable Annual Marketing Budget template to plan the budget for your small business’s marketing and advertising efforts.
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Financial Projections Template

Download this financial projections template to calculate your small business expenses, sales forecast, cash flow, income statement, break-even analysis & more.
Financial History & Ratios

Looking at your business’s financial history and ratios helps you keep tab on your company’s financial health. Here’s what financial ratios measure.
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3-Year Cash Flow Statement

Use this 3-year cash flow statement template to create long-term cash flow projections and test different business scenarios.
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Break-Even Analysis Template

When will your new business start making a profit? Find out by using this free, downloadable template to do a break-even analysis.
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Online Small Business Loan Worksheet

There are more financing options for small businesses available than ever before. Use this worksheet to determine if an online lender right for your business.
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Balance Sheet Template

Download this balance sheet, one of the most important financial documents every business owner needs to understand.

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