Financial Planning for Small Business

One of the most important things you can do is plan your financials.  Using a spreadsheet workbook helps take the guesswork out of your plans – allowing you to see if your business can not only sustain itself, but also provide for you and your family.

While it’s not easy, it is necessary, and this tool combined with help from friends, colleagues, and our business coaches will help you avoid costly mistakes and plan for success.

It may take more than 15 hours to fill this out in its entirety – but the more effort you put in now, the easier your business ownership journey will be.

Business Impact NW’s Financial Planning Workbook includes:

  • A sales forecast
  • A profit and loss statement
  • A cash flow statement

Get help with financial planning:

  1. Launch & Grow class series – In-person or virtual 7-week class
  2. Smart Start for Veteran and Military-Connected Entrepreneurs
  3. Work one-on-one with a business coach
  4. Get advice on specific areas of your business through our many classes and trainings

About the author

Director of Marketing and Communications

Carolina is responsible for leading the Marketing and Communications department. She has a vast professional experience in marketing, market research and consulting, working with clients and organizations across many industries and in multiple Latin American countries. She earned her B.A. in Business Administration from Universidad Austral de Chile, a Master of Finance from Universidad de Chile, and a Certificate in Marketing from UC Berkeley. Outside of work she enjoys hiking, watching documentaries and volunteering.

Posted in Business Impact NW, Business Resources

Carolina Guzman View posts by Carolina Guzman

Carolina is responsible for leading the Marketing and Communications department. She has a vast professional experience in marketing, market research and consulting, working with clients and organizations across many industries and in multiple Latin American countries. She earned her B.A. in Business Administration from Universidad Austral de Chile, a Master of Finance from Universidad de Chile, and a Certificate in Marketing from UC Berkeley. Outside of work she enjoys hiking, watching documentaries and volunteering.
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