A business financial crash course—without the crash

Over the years, we've had countless conversations with business owners across the country about how to get set up for future financial success. To give new entrepreneurs a head start, we took the lessons from these chats and compiled them into helpful resources.

Read on for the info every business owner wished they didn't have to learn the hard way.

Creating—and sticking to—a budget

A How-To Guide for Creating a Business Budget

A good budget helps you plan and build towards your business's future. These 7 tips on what to include in a budget will help you build a budget that works for you.

Budgeting When Your Income Changes All the Time

Small businesses go through ebbs and flows. But with an effective budget, you can prepare for the dips by making the most of your peaks.

How to Create a Financial Forecast

Once you have a budget, a financial forecast tells you whether you'll stick to it. Take these steps to figure out whether you're on course and if needed, what to adjust.

Got questions you want answered by a tax pro?

Our in-house tax and bookkeeping professionals can help give you clarity on your questions about income taxes, sales tax, even payroll taxes. Submit your question in the Messages feed of your Bench account and our team of experts will respond with your answer.

Mastering cash flow management

What is Cash Flow and How Can You Effectively Manage It?

If you want a complete picture of how money enters and leaves your business, it's time to understand your cashflow and how to manage it.

Cash Flow Statement: Explanation and Example

As part of your subscription, you can request cash flow statements from your bookkeeper. This guide will prep you on how to get the most out this highly valuable financial statement.

Cash Flow Forecasting: A How-To Guide

Once you've got on top of your cash flow, up your game by starting to forecast. You can rest easy knowing you'll have cash to cover the unexpected.

Free resources to prepare for your business's future

Cash Flow Forecast Template

Plan your cash flow for the next 12 months with this handy Excel template.

25 Ideas for Cutting Costs (Checklist)

Need to get your budget back on track? These are the areas you should look into cutting first.

Free Estimated Quarterly Tax Payment Calculator

If your budget doesn't include quarterly tax payments, you'll be blindsided by an unexpected amount owed. Get an estimate today.

Get funding to jump start your business

The Big List of Small Business Grants for New Businesses

Free money sounds too good to be true. But that’s exactly what your new business could be eligible for with these small business grants.

The Very Best Small Business Loans

A business loan gives you an injection of cash that can set you up for success, but equally important is choosing the right loan for you.

The Top Business Lines of Credit

Lines of credit are more flexible and sometimes cheaper than loans. We’ve broken down the best options to choose from.

The expert support your business deserves

Our Small Business Support Team is here to help you run your business with confidence. Drop us a line, and we’ll provide you with expert guidance.