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Thomson Nelson > Higher Education > Small Business: An Entrepreneur's Plan, Fifth Canadian Edition > Student Resources > Financial Worksheets

Financial Worksheets

Download all the Financial Worksheets in a single file. For individual file downloads, click here.
ZIP PC Users: Download the Financial Worksheets as a self-extracting file (.EXE / 239 KB)
MAC Users: Download the Financial Worksheets as a self-extracting file (.SIT / 422 KB)


A. Excel Worksheets
1. Estimated cash reserve and application of funds
Chapter 10, p. 237 (Table 10.2) and p. 239 (Table 10.3)
2. Personal balance sheet
Chapter 11, p. 282 (Table 11.3)
3. Potential sources of funds
Chapter 11, pp. 303-5
4. Opening and closing balance sheets and ratios
Chapter 10, pp. 241-2 (Table 10.4) and p. 263 (Table 10.10)
5. Projected (monthly) cash flow
Chapter 10, p. 253 (Table 10.7)
6. Proforma Income statement and ratios
Chapter 10, pp. 258-62 (Table 10.9)

B. Non-Excel Worksheets & Checklists

Chapter 1   Your Entrepreneurial Profile, p. 10
Your Entrepreneurial Profile - Additional Online Support, Box 1.2, p. 10
Chapter 2   Define Your Business, p. 45
Develop Your Pitch, p. 45
Chapter 3   Clarify Your Values, Action Step 16, page 56
Draft Your Mission Statement, p. 67
Chapter 4   Business-to-Consumer (B2C) Profile, page 82-7
Business-to-Business (B2B) Profile, Box 4.5, p. 87
Chapter 5   Competitor Review Sheet, Action Step 29, page 107
Competitor Pricing Review Sheet, Box 5.3, page 112
Competitive Positioning Strategy, page 115
Chapter 6   Pricing Strategy, Action Step 32, page 128
Pricing Your Product or Service—Additional Online Support
Chapter 7   Promotional Budget Worksheet, Table 6.1, Page 144
Location and Distribution Review Sheet, page 156
Chapter 8   Legal Considerations, page 204
Government Regulations Checklist
Chapter 9   Risk Management Issues
Suppliers’ Checklist, Box 9.3, page 211
Suppliers: Additional Online Support, Box 9.3, page 211
Vendor Statement Form, Box 11.5, page 293
Health and Safety Policy and Action Plan, Action Step 43, page 219
Health and Safety: Additional Online Support, Box 9.6, page 217 and Action Step 43, page 219
Insurance Planning Worksheet, Table 9.1, Page 215
Chapter 12   Human Resources Checklist, Box 12.2, page 317
Chapter 13   The Before-You-Buy Checklist, Box 13.5, page 352
Chapter 14   Franchise Evaluation Checklist, Box 14.4, page 380

C. Step-by-Step Guide including Financial Worksheets

 

 

 

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