• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

Evergreen Small Business

Actionable Insights from Small Business CPAs

  • Home
  • Small Business FAQ
  • Monographs
    • Business Planning Workbook
    • Download Your Free Copy of the Thirteen Word Retirement Plan
    • Five Minute Payroll Monograph (2019 Edition)
    • LLC Operating Agreement
    • Maximizing PPP Loan Forgiveness
    • Maximizing Sec. 199A Deductions Monograph
    • Preparing Form 3115 for the Tangible Property Regulations
    • Preparing U.S. Tax Returns for International Taxpayers
    • Real Estate Tax Loopholes & Secrets
    • Red Portfolio Black Portfolio FAQ and Download
    • Sample Corporate Bylaws
    • Setting Low Salaries for S Corporations
    • Small Business Tax Deduction Secrets
    • Small Businesses and the Affordable Care Act (Obamacare)
    • Joining Our Affiliate Program
  • Our Bloggers
  • Free LLC Formation Kits
    • Alabama LLC
    • Alaska LLC
    • Arizona LLC
    • Arkansas LLC
    • California LLC
    • Colorado LLC
    • Connecticut LLC
    • Delaware LLC
    • Florida LLC
    • Georgia LLC
    • Hawaii LLC
    • Idaho LLC
    • Illinois LLC
    • Indiana LLC
    • Iowa LLC
    • Kansas LLC
    • Kentucky LLC
    • Louisiana LLC
    • Maine LLC
    • Maryland LLC
    • Massachusetts LLC
    • Michigan LLC
    • Minnesota LLC
    • Mississippi LLC
    • Missouri LLC
    • Montana LLC
    • Nebraska LLC
    • Nevada LLC
    • New Hampshire LLC
    • New Jersey LLC
    • New Mexico LLC
    • New York LLC
    • North Carolina LLC
    • North Dakota LLC
    • Ohio LLC
    • Oklahoma LLC
    • Oregon LLC
    • Pennsylvania LLC
    • Rhode Island LLC
    • South Carolina LLC
    • South Dakota LLC
    • Tennessee LLC
    • Texas LLC
    • Utah LLC
    • Vermont LLC
    • Virginia LLC
    • Washington LLC
    • West Virginia LLC
    • Wisconsin LLC
    • Wyoming LLC
  • S Corporation Kits
    • Alabama S Corporation
    • Alaska S Corporation
    • Arizona S Corporation
    • Arkansas S Corporation
    • California S Corporation
    • Colorado S Corporation
    • Connecticut S Corporation
    • Delaware S Corporation
    • Florida S Corporation
    • Georgia S Corporation
    • Hawaii S Corporation
    • Idaho S Corporation
    • Illinois S Corporation
    • Indiana S Corporation
    • Iowa S Corporation
    • Kansas S Corporation
    • Kentucky S Corporation
    • Louisiana S Corporation
    • Maine S Corporation
    • Maryland S Corporation
    • Massachusetts S Corporation
    • Michigan S Corporation
    • Minnesota S Corporation
    • Mississippi S Corporation
    • Missouri S Corporation
    • Montana S Corporation
    • Nebraska S Corporation
    • Nevada S Corporation
    • New Hampshire S Corporation
    • New Jersey S Corporation
    • New Mexico S Corporation
    • New York S Corporation
    • North Carolina S Corporation
    • North Dakota S Corporation
    • Ohio S Corporation
    • Oklahoma S Corporation
    • Oregon S Corporation
    • Pennsylvania S Corporation
    • Rhode Island S Corporation
    • South Carolina S Corporation
    • South Dakota S Corporation
    • Tennessee S Corporation
    • Texas S Corporation
    • Utah S Corporation
    • Vermont S Corporation
    • Virginia S Corporation
    • Washington S Corporation
    • West Virgina S Corporation
    • Wisconsin S Corporation
    • Wyoming S Corporation
  • Contact Nelson CPA
You are here: Home / Monographs / Business Planning Workbook

Business Planning Workbook

Do you need a solid business plan for requesting a bank loan, pursuing venture or angel capital funding, or simply mapping out a route to recovering from the Covid-19 pandemic? We can help.

businessplan

This webpage supplies an updated free version of the business planning workbook and instructions from my book, MBAs Guide to Microsoft Excel.

Used by a number of business schools (including top ranked programs like Dartmouth, Norte Dame and Thunderbird), the MBA’s Guide to Microsoft Excel explained how to use Excel for business planning and other tasks. The book also provided a powerful business planning workbook, available as a download from this page, that small business people and entrepreneurs can use to create the income statements, balance sheets, and statements of cash flow needed for a business plan.

Accordingly, if you’re creating pro forma financial statements as part of a business plan, consider buying, downloading and then using the business plan workbook available here. The workbook helps you collects your input variables and then uses those variables to create 36 months of monthly financial statements and 3 years of annual financial statements.

An important note: The downloadable zip file includes both the Excel workbook and also instructions in a .pdf file for using and even customizing the business plan template. And yes, the button you click below says you “purchase and download.” But the price is zero. We stopped charging for this resource during the Covid-19 pandemic.

View Cart

More Free Business Plan Templates

The free stuff page here at this website, by the way, supplies all of the other Excel workbook templates that were part of the MBA’s Guide to Microsoft Excel. Many of these templates, which you can download for free, can be used with the business planning workbook available for purchase this page. These other workbooks include debt amortization templates, a couple of investment analysis templates, some future value compound interest schedules, a sales and cost-of-goods-sold forecast schedule, and a break-even and profit-volume analysis workbook.

Note: The original business planning template provided in the MBA’s Guide to Microsoft Excel is also available on the free stuff page, but you really shouldn’t use that template. Because the original template is more than ten years old, it doesn’t comply with current generally accepted accounting principles (GAAP). The business planning workbook available on this page, however, does comply with GAAP.

Additional Tax Information for Small Businesses

This website provides hundreds, maybe even thousands of pages of free information covering topics like small business and individual taxes, financial and business planning, and general accounting. But I also sell three, modestly priced and instantly downloadable monographs with additional, more specialized information (see descriptions that follow). Each book, by the way, covers tricks and techniques that should easily save a small business or investor thousands of dollars annually.


The most powerful tactic for saving small business taxes? Often, simply arranging your affairs to maximize deductions produces giant annual savings. Read More


Picture of S corporation salaries ebook coverOperating or planning to operate your firm as an S corporation? The trick here is setting the right shareholder salary. But finding the sweet spot is tough. Read More


Real estate investment in this tough economy produces pretty good returns. But savvy tax planning can boost your profits by thousands of dollars annually. Read More

Primary Sidebar

Welcome

Nelson CPA publishes this blog to help and encourage small business owners. Click here to learn more about our firm.

Need to help clients with their PPP loan forgiveness applications?

Updated for 2019 tax year changes and now available in print from Amazon!!

Maximizing Sec. 199A Deductions

International tax issues?

Preparing US tax returns for international taxpayers

Maximize S corporation tax savings

Setting Low S Corporation Salaries

Free retirement planning help

Picture of Thirteen Word Retirement Plan book

Featured Posts

Bonds matter to portfolios when investors want to minimize downside risks

Why Bonds Matter for Your Portfolio

A couple of times recently, I’ve encountered people who argue you or I should not invest any part of a portfolio in bonds. Or who argue only a small … [Read More...] about Why Bonds Matter for Your Portfolio

Grouping activities may lead to material participation

Grouping Activities to Achieve Material Participation

This week, a quick discussion of grouping activities as backdoor way to materially participate. But first a bit of background about what material … [Read More...] about Grouping Activities to Achieve Material Participation

The qualified family-owned small business deduction can save Washington capital gains taxes. But rules area maze.

The Qualified Family-Owned Small Business Deduction

If you own or invested in a Washington state small business, you want to know about the qualified family-owned small business deduction. And here’s … [Read More...] about The Qualified Family-Owned Small Business Deduction

Recent Comments

  • Washington State Capital Gains Tax Planning • Nelson CPA on The Qualified Family-Owned Small Business Deduction
  • Stephen Nelson CPA on Six Hacks to Simplify Small Business Accounting and Taxes
  • Andrew on Six Hacks to Simplify Small Business Accounting and Taxes
  • Stephen Nelson CPA on Lottery Tax Planning for a Billion Dollar Drawing
  • Morgan on Lottery Tax Planning for a Billion Dollar Drawing

Archives

Copyright © 2023 Stephen L. Nelson, Inc. · News Pro On Genesis Framework · WordPress