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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.

Business Model Canvas Template Graphic
Template: Business Model Canvas

If writing a full business plan seems overwhelming, start with a one-page Business Model Canvas. Developed by Founder and CEO of Strategyzer, Alexander Osterwalder, it can be used to easily document your business concept.

Download this template to fill out the nine squares focusing on the different building blocks of any business:

  1. Value Proposition
  2. Customer Segments
  3. Customer Relationships
  4. Channels
  5. Key Activities
  6. Key Resources
  7. Key Partners
  8. Cost Structure
  9. Revenue Streams

For help completing the Business Model Canvas Template, contact a SCORE business mentor for guidance

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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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