Templates & Tools

National Templates & Tools

Business Planning & Financial Statements Template Gallery
Jun 2011
These tools can be your first step towards small business success. Find business planning, finance, sales, marketing, and management templates & guides then get advice from a SCORE mentor for one-on-one assistance along the way.
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Business Planning & Financial Statements Template Gallery
Jun 2011
These tools can be your first step towards small business success. Find business planning, finance, sales, marketing, and management templates & guides then get advice from a SCORE mentor for one-on-one assistance along the way.
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Balance Sheet Template
May 2014
Projecting your balance sheet can be quite a complex accounting problem, but that does not mean you need to be a professional accountant to do it or to benefit from the exercise. The desired result is not a perfect forecast, but rather a thoughtful plan detailing what additional resources will be needed by the company, where they will be needed, and how they will be financed.
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Opening Day Balance Sheet
May 2014
A balance sheet shows the financial position of your company at a single moment in time; in this case, it will be as of opening day. Use your Startup Expenses spreadsheet to get the basic data for the balance sheet.
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5 Common Money Mistakes Small Businesses Make
May 2014
Plenty of factors can contribute to a business venture's demise. Sometimes it's a lack of consumer interest; other times it's a matter of bad marketing tactics. But perhaps the most deadly contributor to startup failure is not knowing how to manage your business finances.
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Use Financial Management Basics to Help Your Business Succeed
Apr 2014
Learn the Basics - Financial Management Tips All small businesses have something in common: a need to fully understand financial aspects such as budgets, cash flow, pricing and balance sheets. Otherwise, entrepreneurs may not fully understand what's happening with their business until it's too late. Lou Davenport, a SCORE mentor for over 14 years, has helped hundreds of small business owners develop basic financial management skills that lead to success. Read his advice on how you can master your numbers.
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The 10 Bookkeeping Basics You Can’t Ignore
Apr 2014
Millions of small business owners and startup entrepreneurs are masters at creating great products and services, building awesome teams and winning over customers. Many of them, however, would probably flunk basic bookkeeping. Here are basics of the 10 most common types of bookkeeping accounts for a small business that you should know.
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Passion, Reality and Starting a Business
Mar 2014
Starting a business is not easy.  An entrepreneur needs to understand and express his/her passion. To do so means developing a mission statement and a plan. But that’s just the tip of the iceberg.  Starting a business also requires enthusiasm, energy, and persistence to market your business concepts to suppliers, customers and investors. For an entrepreneur to succeed today, he/she has to be willing to walk through walls.
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Know Your Numbers: What You Can Do Now to Drive Stronger Financial Health
May 2013
Whether you are a newly minted entrepreneur or you’re a business that has been around for a dozen years, a critical element for small business success means knowing your numbers. Sponsored by Visa, This e-guide is designed to help you better understand what figures and accounting principles are important for your business. It also looks at different accounting software programs for your company and when is the right time to hire someone to keep your business growing.
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Visa Small Business Spend Insights Q2 - 2012
Aug 2012
Visa® Small Business Spend Insights monitors the economic confidence of U.S. small business owners by analyzing Visa Business card spend data and responses to a quarterly survey. Small businesses and those serving them can benefit from the trends and insights obtained from Visa’s proprietary research.
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