The financial information section of your business plan is like the skeleton upon which all of the other parts hang. It will act as your progress report and benchmark for success. There are several worksheets included in this section that can be downloaded and printed off, or enter the lists into a spreadsheet for first-time and on-going planning.

There are three essential steps in creating your basic financial plan:

If you are creating a business plan for an ongoing business, include financial statements from previous years:

Other tools that are useful for different types of businesses are: