Up and Running

AUGUST 29, 2014

Many people who want to start a business believe they will be able to get grants or loans to help them finance the venture. A major cause of business failure is not having enough cash available to cover all startup costs and operate for at least a year. Do I need to hire a Certified Public Accountant (CPA) for my small business?

Small Business 87

Small Business CPA Government North America 87

Up and Running

APRIL 2, 2015

I was really disappointed when I needed my company’s first commercial bank loan to finance receivables of more than $1 million—from well-known distributors no less—and we ended up having to sign a lien on our family home to get the loan. See Also The Complete Guide to SBA Loans. CPAs get sued over bad audits. Collateral.

Balance Sheet 60

Balance Sheet SBA Covenant Technical Review 60

Up and Running

APRIL 18, 2012

I posted 5 Things Every Manager Should Know About Financial Forecasts recently on the Industry Word blog on the SBA (Small Business Administration) community site. 2. Forecasts don’t take an MBA, CPA, or PhD. I received an email overnight that reminds me that people still need a lot of reassurance about financials.

Forecast 63

Forecast SBA Aggregator CPA 63

Up and Running

MAY 1, 2018

Through his class, I learned what to expect as far as occupancy, cost of goods, insurance, taxes, real estate needs, and more. I did my research, prepared my business plan, and sent it to several financial companies for financing. I got an SBA loan and purchased my business within months of beginning my search.

Florida 102

Florida CPA Dallas America 102

Up and Running

MAY 28, 2015

What’s the concept of all of this that you’re talking about and then in financing? I just thought it was a good question to set the context of lean planning and when somebody should use it, because so many of our webinar attendees are in the process of getting financing. Then we start budgeting costs, expenses.

Lean 60

Lean Business Plan Video Software Review 60

Up and Running

DECEMBER 9, 2014

Bates: Good morning and welcome to our CEO panel, “How to Fine-Tune Your Small Business Finances From Funding to Growth” which I think is the direction that we would all like to be going. I’m here with some really phenomenal CEOs who are going to talk to us today about small business finances from funding to growth.

Small Business 95

Small Business Finance Forecast Metrics 95