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The Business Owner’s Financial Toolkit

The Business Owner’s Financial Toolkit

Dec 22, 2022 — 1 min read

As a new or growing business owner, you may be starting to invest more time into your company’s finances. Discover tools and strategies you can leverage to forecast your business’s cash flow and set long-term financial goals.

Profit and Loss StatementProfit and Loss Statement

Profit and Loss Statement

Jun 08, 2021 — 1 min read
Create and Use a Balance Sheet for Your Small BusinessCreate and Use a Balance Sheet for Your Small Business

Create and Use a Balance Sheet for Your Small Business

Apr 25, 2022 — 1 min read
Exploring Today’s Evolution Toward the Future of PaymentsExploring Today’s Evolution Toward the Future of Payments

Exploring Today’s Evolution Toward the Future of Payments

Mar 22, 2022 — 1 min read

Tools by topic

Essential Tools for Business Leadership

Tools that empower business leaders to navigate today's dynamic landscape with confidence and drive their teams towards excellence.

Payroll Tax Calendar for Small Business Owners

Payroll Tax Calendar for Small Business Owners

Aug 18, 2023 — 1 min read
How to Get the Most Out of a Job Application Form

How to Get the Most Out of a Job Application Form

Feb 13, 2017 — 3 min read
How to Use a Business Model Canvas to Test New Ideas

How to Use a Business Model Canvas to Test New Ideas

Mar 18, 2021 — 4 min read
Cash Flow Management for Small Business Owners

Cash Flow Management for Small Business Owners

Feb 08, 2021 — 1 min read

New tool

Using an Expense Tracker to Form Good Financial Habits

Using an Expense Tracker to Form Good Financial Habits

Jun 27, 2023 — 1 min read

If you're a business owner just starting out, getting the basics of your business going and starting to separate your business from personal finances, using an expense tracker can help you see how your spending is tracking against your budget.

Tools by industry

Restaurant Startup and Expansion Analysis ToolRestaurant Startup and Expansion Analysis Tool

Restaurant Startup and Expansion Analysis Tool

Oct 30, 2023 — 1 min read
Restaurant Profitability Analysis ToolRestaurant Profitability Analysis Tool

Restaurant Profitability Analysis Tool

Oct 30, 2023 — 1 min read
Restaurant Delivery Cost Calculation ToolRestaurant Delivery Cost Calculation Tool

Restaurant Delivery Cost Calculation Tool

Oct 26, 2023 — 1 min read
Menu Item Cost Calculation ToolMenu Item Cost Calculation Tool

Menu Item Cost Calculation Tool

Oct 26, 2023 — 1 min read
Omnichannel Selling Metrics TemplateOmnichannel Selling Metrics Template

Omnichannel Selling Metrics Template

Mar 29, 2024 — 1 min read
Competitor Analysis TemplateCompetitor Analysis Template

Competitor Analysis Template

Nov 09, 2023 — 2 min read
Tips and Tools to Help Manage Increased Customer DemandTips and Tools to Help Manage Increased Customer Demand

Tips and Tools to Help Manage Increased Customer Demand

May 01, 2022 — 4 min read
What Equipment Do You Need to Open Your Retail Store?What Equipment Do You Need to Open Your Retail Store?

What Equipment Do You Need to Open Your Retail Store?

Apr 11, 2022 — 4 min read
Your Essential Salon Equipment ChecklistYour Essential Salon Equipment Checklist

Your Essential Salon Equipment Checklist

Apr 11, 2022 — 4 min read

Quick downloads

Credit Card Authorization Form Templates

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Commercial Kitchen Equipment List for Quick-Service Restaurants

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Your Essential Salon Equipment Checklist

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What Equipment Do You Need to Open Your Retail Store?

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Explore tools

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Square Payroll Index

Square Payroll Index

Jun 01, 2024 — 2 min read
Omnichannel Selling Metrics Template

Omnichannel Selling Metrics Template

Mar 29, 2024 — 1 min read
How to Create a Marketing Budget [+ Free Templates]

How to Create a Marketing Budget [+ Free Templates]

Feb 23, 2024 — 5 min read
Competitor Analysis Template

Competitor Analysis Template

Nov 09, 2023 — 2 min read
Restaurant Startup and Expansion Analysis Tool

Restaurant Startup and Expansion Analysis Tool

Oct 30, 2023 — 1 min read
Restaurant Profitability Analysis Tool

Restaurant Profitability Analysis Tool

Oct 30, 2023 — 1 min read
Restaurant Delivery Cost Calculation Tool

Restaurant Delivery Cost Calculation Tool

Oct 26, 2023 — 1 min read
Menu Item Cost Calculation Tool

Menu Item Cost Calculation Tool

Oct 26, 2023 — 1 min read
Free Restaurant Menu Templates

Free Restaurant Menu Templates

Sep 29, 2023 — 2 min read

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