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How to Deduct Bad Debt

If you mistakenly forgot to deduct a bad debt on your tax return in the year it became worthless, you can file a claim for a credit or refund. Read more

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12 Month Cash Flow Statement

A cash flow statement tracks how much your business makes and spends. Use this cash flow statement template to project your cash flow for the next 12 months. Read more

Infographic

Infographic: Tax Reform’s Impact on Small Businesses

Our latest infographic highlights the challenges of preparing taxes and the impact of recent tax reform on small businesses. Read more

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Annual Marketing Budget Template

Use this downloadable Annual Marketing Budget template to plan the budget for your small business’s marketing and advertising efforts. Read more

Checklist

Crisis Communications Planning Checklist

Whether your business faces a PR crisis or a natural disaster or a pandemic, a crisis communications plan is crucial to keep everyone informed. Read more

Article

How Poor Forecasting Can Sabotage Your Business Plan

Revenue forecasting is key to developing a successful business plan and realistic revenue expectations when starting a business. Read more

Article

Tax Deductions for Your Startup

Learn which startup costs are tax-deductible and what tax benefits may be available for your small business before you launch. Read more

Article

Get Your Free D-U-N-S Number

Does your business have a D-U-N-S number? It allows financial partners to get an accurate snapshot of your company and history. Read more

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Financial Projections Template

Download this financial projections template to calculate your small business expenses, sales forecast, cash flow, income statement, break-even analysis & more. Read more

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Financial History & Ratios

Looking at your business’s financial history and ratios helps you keep tab on your company’s financial health. Here’s what financial ratios measure. Read more

Article

Keys to Understanding Vision, Values, Goals and Strategy

Get a better understanding of how your vision, values, goals and strategy can help you build a strong company and then put each one to use correctly. Read more

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