Financial Management & Financial Statements
Financial management and financial statements play a vital role in business growth by helping entrepreneurs make strategic, data-driven decisions. Clear statements—like income statements, balance sheets, and cash flow reports—provide insight into profitability, financial stability, and operational efficiency. Strong financial management also builds credibility with lenders and investors, making it easier to secure funding and plan for sustainable expansion.
Navigate this page to access presentations, templates, and resources designed to help entrepreneurs learn more about financial management & financial statements.
Featured Resources
Supporting entrepreneurs at different stages requires different tools and approaches. Review our featured resources below to better support your entrepreneurs.
Financial Management and Financial Statements Training Deck
This presentation provides an introduction to financial statements and their role in financial projections and management. In addition, this presentation focuses on empowering entrepreneurs to prepare financial statements for potential…
Financial Management & Financial Statements Summary Video
The Financial Management & Financial Statements Summary Video offers a clear overview of how to effectively manage business finances and understand key financial reports. This video helps you guide entrepreneurs…
Income Statement Template
Our Income Statement Template is a user-friendly resource designed to help entrepreneurs track their business revenues, expenses, and profits over time. Perfect for workshops or client coaching, this tool simplifies…
Balance Sheet Template
Our Balance Sheet Template is a practical tool designed to help small business service providers guide entrepreneurs in understanding their financial position. This easy-to-use template offers a clear snapshot of…
Cash Flow Budget Template
Our Cash-Flow Budget Template helps entrepreneurs understand how money moves in and out of their business over a specific period. By organizing operating, investing, and financing activities, this tool highlights…
Break-Even Sales Calculator Template
The Break-Even Sales Calculator Template is a powerful tool for helping entrepreneurs determine the sales volume needed to cover costs and start generating profit. By inputting fixed costs, variable costs…
Financial Projections Template
The Financial Projections Template is a comprehensive tool designed to help entrepreneurs plan and visualize the financial future of their business. It includes key components such as a startup cost…
Financial Management External Resources
Leverage these links to access supplemental trainings, templates & guides from trusted sources.
Summary Video
Special Financial Management Considerations for SEDI Businesses
Building Financial Literacy Step-by-Step
SEDI entrepreneurs may have limited experience with formal financial concepts. Advisors should break down key statements—like profit and loss, cash flow, and balance sheets—into clear, digestible parts, using relatable examples and plain language.
Access to Tools and Templates
High-quality financial management often depends on the right tools. Recommend free or low-cost templates, spreadsheets, or accounting software designed for small business owners with limited resources or tech experience.
Confidence in Interpreting Financial Data
Help clients go beyond tracking numbers to actually understanding what their financial statements are telling them. Use hands-on exercises or visual aids to show how financial trends impact decision-making, pricing, and planning.
Tying Financials to Funding Readiness
Many funders require basic financial documentation as part of loan or grant applications. Advisors should emphasize that strong financial statements not only support internal management but also position the business for outside investment or capital.
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