Section VIII – Financial Plan

Course Author:
Laura Guillaume

Section VIII – Financial Plan

Having a fully vetted and sustainable business model is crucial to your success. Putting a solid financial plan together against this model allows you to manage the startup finances and ongoing expenses. More important, the process of thinking through the financial plan will improve your insight into the inner financial workings of your company.

In the business plan financials you are creating the following:

  • Sales Forecast
  • Payroll & Operating Expenses
  • Cash Flow Statement
  • Income Statement
  • Balance Sheet
  • Break-Even Analysis

This is just the beginning to fully understanding business financial planning. You should seek industry specific advice from a financial expert. Find a professional accountant that specializes in financial planning for startup businesses that has experience in your industry.

Course Content 18 Units 6 Sections
Chapter 23 – Guide
Chapter 23 - Exercise
Chapter 23 – Sales Forecast Spreadsheet
Chapter 24 – Guide
Chapter 24 – Exercise
Chapter 24 – Payroll and Operating Spreadsheet
Chapter 25 – Guide
Chapter 25 – Exercise
Chapter 25 – Cash Flow Statement Spreadsheet
Chapter 26 – Guide
Chapter 26 – Exercise
Chapter 26 – Income Statement Spreadsheet
Chapter 27 – Guide
Chapter 27 – Exercise
Chapter 27 – Balance Sheet Spreadsheet
Chapter 28 – Guide
Chapter 28 – Exercise
Chapter 28 – Break-Even Analysis Spreadsheet