Member Business Resources

The Finance Plan Set Up is a structured document designed to assist businesses in creating a comprehensive financial plan. This template provides a systematic framework for outlining financial goals and resources, enabling users to effectively manage their finances.

This Cash Flow Statement lists suggested cash incoming and outgoing items a typical business may have. You can edit these items by removing or adding rows and typing in your own items.

This template is your ultimate resource for crafting a concise and impactful business plan. This template features detailed instructions that provide guidance and prompts to help you articulate your overarching vision clearly.

One of the most important, yet often overlooked areas for the small business owner is the development of a marketing plan. An effective marketing plan will act as a reference document to help you to execute your marketing strategy. It will also help you to develop a methodical approach to creating services and products that satisfy your customers’ needs.

The purpose of this guide is to be the first step to either developing or refining a plan for a business, division or person. You will be guided in using a set of business tools to help you clarify your vision and competitive advantage. The guide will also help focus on your key issues/strategies and finish with a One Page Plan so that you can start implementing your strategies.