The Financial Planning Toolkit helps Chamber members make sense of their financial needs and develop and maintain sound financial plans.

Select a topic from the dropdown to get started right away.
I need help on...Managing Your Business Finances Analyzing Your Financial Position Protecting Your Assets Building Your Personal Wealth Getting Out of Your Business  

Tips & Tools
Information and tools to help you run your successful small business.

• Financing Your Business Part I--The Decision to Borrow
• Financing Your Business Part II--The Business Plan
• Financing Your Business Part III--Finding a Lender
• Managing Your Cash Flow
• Tips for Effectively Managing Credit
• Developing an Exit Strategy
• Retirement Plans for Small Business
• Time to Take Stock of Your Business

Issue Articles
Read about our efforts to provide a favorable legislative and regulatory environment so that your business can prosper.

• Social Security, Personal Accounts, and National Saving
• Bankruptcy Laws Updated
• Political Mandates and Budget Realities
• Investment: The Next Piece of the Puzzle
• Additional $3 Billion Available to Small Businesses
• Pension Fix Could Boost Economy
• SBA Loans Face Restrictions
• Easy Access to Credit Maintained
• House Reauthorizes Credit System
• Chamber Backs Private Pension System Reform
• Law to Mean Faster Check Clearing
• Federal Credit System Threatened
• Earning Interest on Business Checking
• House Passes Bankruptcy Reform
• Chamber Helps Restore $6 Billion in SBA Loans
• Life Without Credit?

Docs & Forms
Ready-to-use docs and forms to help you get the job done faster and easier.

• Balance Sheet Template
• Cash Flow Budget Worksheet
• Customer Statement of Account
• Daily Cash Sheet
• Income Statement Template
• Loan Application, Bank Review Form
• Monthly Bank Reconciliation
• New Business Cash Needs Estimate
• Personal Statement Package
• Present Value Tables
• Sample Collection Letters
• Trial Balance Worksheet
• Unsecured Promissory Note
• More