Financial Planning is critical for any business. The first step in running a successful business is to develop a sound
business plan and strategy. Equally important is the second step, which is to finance the strategy and then manage
the money generated by the business.
Below you will find a number of financial planning resources to help you in your endeavor. We have also included a
number of spreadsheets to get you up and running quickly. All of the resources on this site were created by others and
many of them have links back to their creators websites. We do not endorse any of the companies or organizations
represented here. All of the information presented here is to help you make your own decisions and we assume no
liability for what you decide to do with it.
Financial Plan Resources
How to Prepare a Profit and Loss Statement – Amegy Bank Business Resources
How to Prepare a Profit and Loss Statement
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The information contained on this page is not intended to replace professional advice
and is provided here as a courtesy only. By clicking I Agree and proceeding to download this file the user agrees
to accept full responsibility for the use of any information contained therein. We do not endorse or recommend
any organizations or products advertised in this document.
Simple Profit and Loss Statement - Wells Fargo Bank
Sample Profit and Loss Statement
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The information contained on this page is not intended to replace professional advice
and is provided here as a courtesy only. By clicking I Agree and proceeding to download this file the user agrees
to accept full responsibility for the use of any information contained therein. We do not endorse or recommend
any organizations or products advertised in this document.
Profit and Loss and Balance Sheets
Profit and Loss and Balance Sheets
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The information contained on this page is not intended to replace professional advice
and is provided here as a courtesy only. By clicking I Agree and proceeding to download this file the user agrees
to accept full responsibility for the use of any information contained therein. We do not endorse or recommend
any organizations or products advertised in this document.
Profit & Loss Percentages
Profit & Loss Percentages
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The information contained on this page is not intended to replace professional advice
and is provided here as a courtesy only. By clicking I Agree and proceeding to download this file the user agrees
to accept full responsibility for the use of any information contained therein. We do not endorse or recommend
any organizations or products advertised in this document.
Financial Statements of Limited Companies – Profit and Loss Account
Financial Statements of Limited Companies
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The information contained on this page is not intended to replace professional advice
and is provided here as a courtesy only. By clicking I Agree and proceeding to download this file the user agrees
to accept full responsibility for the use of any information contained therein. We do not endorse or recommend
any organizations or products advertised in this document.
Profit or Loss From Business – SCHEDULE C (Form 1040)
Profit or Loss From Business – SCHEDULE C
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The information contained on this page is not intended to replace professional advice
and is provided here as a courtesy only. By clicking I Agree and proceeding to download this file the user agrees
to accept full responsibility for the use of any information contained therein. We do not endorse or recommend
any organizations or products advertised in this document.
Financial Spreadsheet Examples
Financial Projections Template – SCORE – (Excel)
Financial Projections Template
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The information contained on this page is not intended to replace professional advice
and is provided here as a courtesy only. By clicking I Agree and proceeding to download this file the user agrees
to accept full responsibility for the use of any information contained therein. We do not endorse or recommend
any organizations or products advertised in this document.
Start-Up Expenses – SCORE – (Excel)
Start-Up Expenses
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The information contained on this page is not intended to replace professional advice
and is provided here as a courtesy only. By clicking I Agree and proceeding to download this file the user agrees
to accept full responsibility for the use of any information contained therein. We do not endorse or recommend
any organizations or products advertised in this document.
Opening Day Balance Sheet – SCORE – (Excel)
Opening Day Balance Sheet
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The information contained on this page is not intended to replace professional advice
and is provided here as a courtesy only. By clicking I Agree and proceeding to download this file the user agrees
to accept full responsibility for the use of any information contained therein. We do not endorse or recommend
any organizations or products advertised in this document.
Balance Sheet (Projected) – SCORE – (Excel)
Balance Sheet (Projected)
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The information contained on this page is not intended to replace professional advice
and is provided here as a courtesy only. By clicking I Agree and proceeding to download this file the user agrees
to accept full responsibility for the use of any information contained therein. We do not endorse or recommend
any organizations or products advertised in this document.
Bank Loan Request for Small Business – SCORE – (PDF)
Bank Loan Request for Small Business
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The information contained on this page is not intended to replace professional advice
and is provided here as a courtesy only. By clicking I Agree and proceeding to download this file the user agrees
to accept full responsibility for the use of any information contained therein. We do not endorse or recommend
any organizations or products advertised in this document.
Loan Amortization Schedule – SCORE – (Excel)
Loan Amortization Schedule
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The information contained on this page is not intended to replace professional advice
and is provided here as a courtesy only. By clicking I Agree and proceeding to download this file the user agrees
to accept full responsibility for the use of any information contained therein. We do not endorse or recommend
any organizations or products advertised in this document.
Breakeven Analysis – SCORE – (Excel)
Breakeven Analysis
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and is provided here as a courtesy only. By clicking I Agree and proceeding to download this file the user agrees
to accept full responsibility for the use of any information contained therein. We do not endorse or recommend
any organizations or products advertised in this document.
Cash Flow Statement (12 Months) – SCORE – (Excel)
Cash Flow Statement (12 Months)
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The information contained on this page is not intended to replace professional advice
and is provided here as a courtesy only. By clicking I Agree and proceeding to download this file the user agrees
to accept full responsibility for the use of any information contained therein. We do not endorse or recommend
any organizations or products advertised in this document.
Cash Flow Statement (3 Years) – SCORE – (Excel)
Cash Flow Statement (3 Years)
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The information contained on this page is not intended to replace professional advice
and is provided here as a courtesy only. By clicking I Agree and proceeding to download this file the user agrees
to accept full responsibility for the use of any information contained therein. We do not endorse or recommend
any organizations or products advertised in this document.
Financial History & Ratios – SCORE – (Excel)
Financial History & Ratios
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The information contained on this page is not intended to replace professional advice
and is provided here as a courtesy only. By clicking I Agree and proceeding to download this file the user agrees
to accept full responsibility for the use of any information contained therein. We do not endorse or recommend
any organizations or products advertised in this document.
Personal Financial Statement – SCORE – (Excel)
Personal Financial Statement
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The information contained on this page is not intended to replace professional advice
and is provided here as a courtesy only. By clicking I Agree and proceeding to download this file the user agrees
to accept full responsibility for the use of any information contained therein. We do not endorse or recommend
any organizations or products advertised in this document.
Profit and Loss Projection (12 Months) – SCORE – (Excel)
Profit and Loss Projection (12 Months)
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The information contained on this page is not intended to replace professional advice
and is provided here as a courtesy only. By clicking I Agree and proceeding to download this file the user agrees
to accept full responsibility for the use of any information contained therein. We do not endorse or recommend
any organizations or products advertised in this document.
Profit and Loss Projection (3 Years) – SCORE – (Excel)
Profit and Loss Projection (3 Years)
Important – Please Read!
The information contained on this page is not intended to replace professional advice
and is provided here as a courtesy only. By clicking I Agree and proceeding to download this file the user agrees
to accept full responsibility for the use of any information contained therein. We do not endorse or recommend
any organizations or products advertised in this document.
Sales Forecast (12 Months) – SCORE – (Excel)
Sales Forecast (12 Months)
Important – Please Read!
The information contained on this page is not intended to replace professional advice
and is provided here as a courtesy only. By clicking I Agree and proceeding to download this file the user agrees
to accept full responsibility for the use of any information contained therein. We do not endorse or recommend
any organizations or products advertised in this document.
