Explore the intricacies of crafting a small business financial plan, from setting clear objectives and forecasting revenue to tax planning and regular reviews.

A small business financial plan is an outline of the financial status of your business, including income statements, balance sheets, and cash flow information. A financial plan can help guide …

Creating a financial forecast and budget prepares you with the necessary financial statements and forecasts to set goals and pursue business loans and investments.

A financial plan ensures that financial objectives are in sync with a business’s overarching goals. Learn what to include, when to adjust and who relies on them.

Many small businesses lack a complete, well-thought-out financial plan — even though evidence shows one is essential for long-term success and growth. A business financial plan can help …