Basic Bookkeeping Worksheet
A tool to help you document and understand your monthly sales and expenses evaluate these numbers: this document is an excel spreadsheet with formulas to help you calculate your monthly totals (En Español)
Business Banking Fact Sheet
Information on the benefits of obtaining and using a business bank account as well as guidance on how to choose an account as well as basic facts about obtaining and using a business credit card and a merchant services account
Developing Your Marketing Plan
This workbook explains the classic “Four P’s” of marketing: Product, Price, Promotion, and Place. In addition, it provides a basic framework for “selling yourself” as a company, and outlines the tools you need to develop your marketing plan. (En Español)
Understanding Your Financial Statements
This workbook will help you understand what financial statements are, how to read statements, and how statements can help you make smart financial, investment, and management decisions. In addition, it will provide detailed descriptions and examples of balance sheets, income statements, ratios, and cash flow statements. (En Español)