Tools And Templates
Use Our Savings Resources and More to Reach Your Goals
Making sound financial decisions can separate your business from the crowd. You want to know how these choices will impact your long-term success. Getting a fuller picture of your resources and how a change will affect them is critical to making smart decisions.
We have compiled tools for all types of common business situations that offer ways to analyze your finances. You can explore possibilities for new efficiencies with these tools, such as:
- Calculating what your business should charge customers while balancing costs and revenue.
- Determining whether discounting is costing your company too much money.
- Tracking business debt, including leases, notes payable and loans.
Resources for New Business Owners
Haven’t launched your business yet or still considering your possibilities? You can use our tools, too. We offer a new business template to calculate a smart approach to company launch. It includes spaces for your business profile, strategy, management team, social media profiles and more. You can get organized and track your finances with this vital tool.
New business owners can also benefit from the employee costs template, which allows you to add up the true value of an employee. While you should weigh their nonmonetary contributions to your business as well, the tool indicates whether you are spending efficiently on labor.
Newly launched businesses depend on marketing to spread the word about their offerings. Our downloads include two marketing-related documents that can help you plan your public relations pitches and envision your social media strategy in action. Planning ahead always helps with execution.
Get in Touch Today to Discuss Our Resources
Using the right money management tools can help you stay on track with your business’s financial goals and improve your financial confidence. Turn to us when you need budgeting resources for your company and more. Schedule an appointment to address your questions or contact a local community office.
Note that the resources listed here are meant solely as overviews and helpful information. Please consult experts regarding your specific security needs for your business.