Toolkit

In the toolkit, find materials, worksheets, and templates to assist you in launching your business and learning sustainable business practices


Business Planning Tools

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8a Business Plan Template
SBA Form 1010c required with 8(a) certification.

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Business Plan Outline
Business Plan outline for SBA 1010c, created by Song Consulting, LLC.

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3-Year Cash Flow Projection Worksheet
Estimate your sales and revenue, cost of goods, and expenses to develop a 3-year cash flow projection.

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Start-up Cost Estimator Worksheet
Determine your start-up costs.


Financial Statement Templates

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Income Statement Template
The income statement or profit and loss (P&L) shows the revenue and expenses during a particular period.

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Balance Sheet Template
The balance sheet provides the balance of assets, liabilities, and capital at a particular point in time.

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Cash Flow Template
The cash flow statement shows how changes in the balance sheet accounts and income affect cash and cash equivalents and breaks the analysis down to operating, investing, and financing activities.


Business Assessment Tools

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Value Proposition Canvas
Use the canvas to develop your value proposition.

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Instructions for Value Proposition Canvas
Follow these instructions to use the canvas.

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Business Model Canvas
Determine what elements your business model requires to create and capture value.

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Designing Crystal Clear Business Model Canvases
Use this checklist to help design or assess your business model.


Marketing Guidance

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Fact Sheet: Newsletters
Use this guidance to create a newsletter for promoting your business.

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Fact Sheet: Social Media
Learn more about writing for social media.

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Fact Sheet: Web Content
Find out more about planning and drafting effective content for your website.


Additional Tools

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Model Chart of Accounts
Create a chart of your accounts.

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Sample Government Accounting Policy
Develop accounting policies and procedures.

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Indirect Rate Template
Determine your indirect rates.

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Proposal Template
Develop a comprehensive proposal.