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Worksheets and Guides

Some of the Downloads Require Microsoft Excel

Cashflow Worksheet

Expert Financial Consulting

12 month customizable worksheet to help define your businesses income and expenses for a better picture of your businesses financial health.


Sales Lead Tracker

Saving Money

Keep track of current and potential leads and potential profit they will bring your business.


S.W.O.T Analysis


Define Strengths and Weaknesses to help create the foundation for success.


3 Yr Profit and Loss Worksheet

Financial Investment Tools

Great tool to estimate profit projections for long and short-term capital needs.

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Blank Balance Sheet


Calculate Owners Equity and Total Liabilities Projections.

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Start-Up Expenses Worksheet

Financial Meeting

Having an idea of your businesses startup costs will provide valuable insight on capital raising needs, owners investments and overall costs to start your business.

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23 Small Business Tax Deductions for 2024

Investment Tools

Make sure your accounting software is organized properly to ensure accuracy when reporting tax deductible items. Always check with your accountant for eligibility.

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