Business Resources Library

Viewing Category: Financial Management
Using Financial Projections as a Tool to Drive Success

Your small business’s financial projections are among the most effective and powerful tools to guide growth. Using these figures can help you keep your business on track, monitor cash flow, and identify problem areas before they become serious. In this article, Excelsior Growth Fund’s team explains why it’s smart to use financial projections as a tool for growth and how to do so successfully. Why use financial projections? Business leaders, lenders and mentors consistently [...]

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Small business bookkeeping best practices

Mastering the basics of bookkeeping can prepare you to take your business to new heights and build a solid foundation for your business’s financial management. Whether you’re just getting started with your bookkeeping system or need a refresher on the basics, our 45-minute webinar will benefit your business. EGF Consulting Corps member Alek Marfisi (Upwind Strategies) shows you how to easily organize your financial information and use bookkeeping to make informed decisions for your [...]

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Business financial management software

Having organized, digital financial documents is important for many reasons. By using software for invoices and bill payments, you’ll make your life as a small business owner much easier, as well as for your bookkeepers and accountants. These software programs can help you track business income and expenses, and also help you get invoices out in a timely way, follow-up on accounts receivable and pay pending bills on time. They can also help you easily pull up-to-date financial reports that [...]

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QuickBooks Webinar Series

QuickBooks is a great tool to ensure your business’s finances are managed properly to lead your company to financial stability. Our two-part webinar series reviews everything you need to know about QuickBooks. From getting started to generating and reviewing reports, we’ll help you better understand how to use this resource to positively impact your business’s financial health.  In this webinar you will learn: How to navigate QuickBooks and view reports How to [...]

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How much working capital does your small business need?

  In the small business world, the term “working capital” is used to describe a number of financing needs, but what is it really? Adequate working capital is one of the most important resources for your small business, and having a better understanding of it can position your business for success. Our working capital webinar will help you evaluate how much working capital your small business needs to be successful. In this 45-minute webinar presented by Excelsior Growth Fund [...]

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