Small Business Financing Workbook

Small Business Financing Workbook

Online Classes

We have two classes, described below. The first class is HOW TO CROWDFUND. This course discusses all aspects of crowdfunding. By the end, you will know how to use crowdfunding. The second class covers Stock, Bond and Mutual Fund Investing.

HOW TO USE: Click on the link below. The link will take you to Udemy. Click on "Buy Now." Sign up. Take the classes, at your own pace.

How To Crowdfund

Stock, Bond and Mutual Fund Investing.

Bank and Credit Union Data

The following data is in Excel, Word and .pdf format.

HOW TO USE: Download these files. Review all financial institutions in your area. Select some (or all) of these institutions to reach out to using the Loan Inquiry letter or a letter of your own.

Please note that some of these files are quite large. Do not try to download them on a slow connection, please.

All Banks in the US. (as of 2015) (Name, address, phone, email, website)

All Credit Unions in the US. (as of 2015) (Name, address, phone, email, website).

All Community Development Financial Institutions in the US. (Name, address, phone, email, website).

All Community Development Entities in the US. (Name, address, phone, email, website).

Catalog of Federal Domestic Assistance ALL FEDERAL GRANTS. LARGE FILE.

Templates:

Business Plan

Business Plan for the Apple Mac (1981)

Bank Loan Application

Credit Union Loan Application

Grant Application

Franchise Purchase Application

Ten Page Business Plan Presentation

Detailed PowerPoint Business Presentation

Detailed financial model

Tax Forms/documents:

Employer Identification Number (EIN) also known as a Federal Tax Identification Number Application

Federal Income Tax forms: Schedule C.

Partnership Forms

Incorporation Forms

IRS Publications:

Publication 583: Starting a Business and Keeping Business Records

Publication 535: Business Expenses

Publication 587: Business Use of Your Home

Publication 463: Travel, Entertainment, Gift, and Car Expenses

Publication 15: Employer's Tax Guide

Form 941: Employer's Quarterly Federal Tax Return

Form 943: Employer's Annual Federal Tax Return for Agriculture Employees

Form 944: Employer's Annual Federal Tax Return

Form 940: Employer's Annual Federal Unemployment (FUTA) Tax Return

Form W-2 (Blank): Wage and Tax Statement

Form I-9: Employment Eligibility Verification

Form SS-4: Application for Employer Identification Number (PDF)

Form SS-8: Determination of Worker Status (PDF)

Form W-3: Transmittal of Wage and Tax Statements (PDF)

Form W-3C: Transmittal of Corrected Wage and Tax Statements (PDF)

Form W-4: Employee's Withholding Allowance Certificate (PDF)

Form W-4P: Withholding Certificate for Pension or Annuity Payments (PDF)

Form 1120: U.S. Corporation Income Tax Return 2015

Form 8027: Employer's Annual Information Return of Tip Income and Allocated Tips

Form 8850: Pre-Screening Notice and Certification Request for the Work Opportunity and Welfare-to-Work Credits