Small Business Financial Plan Template

Create a comprehensive small business financial plan to ensure long-term success and maximize opportunities.
Or import into an existing account
Small Business Financial Plan Template

What is a Small Business Financial Plan?

A small business financial plan outlines a strategy for achieving future financial goals. It should include an assessment of historical performance, current resources, and target goals that must be achieved. Additionally, a financial plan should include a budget, cash flow projections, and strategies to manage risks and maximize opportunities. The financial plan should be tailored to the individual needs of the business. It should be reviewed regularly and adjusted to reflect changes in the business.

What's included in this Small Business Financial Plan template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Small Business Financial Plan template for?

The Small Business Financial Plan template is designed for entrepreneurs, startups, and small businesses in various industries. It provides an easy-to-follow framework for creating a comprehensive financial plan that can be used to manage cash flow, plan for growth, and ensure the long-term success of the business.

1. Define clear examples of your focus areas

Focus areas are the broad topics that a financial plan should address. For example, a focus area for a small business might be cash flow management, market expansion, or employee retention. Under each focus area, there should be specific objectives and related tasks that will help the business achieve its goals.

2. Think about the objectives that could fall under that focus area

Objectives are specific goals that a small business should strive to achieve in order to improve its financial health. They should be related to the focus area and should be measurable so that progress can be tracked. Examples of some objectives for the focus area of Cash Flow Management could be: Increase Cash Reserves, and Improve Profit Margins.

3. Set measurable targets (KPIs) to tackle the objective

KPIs (Key Performance Indicators) are measurements of progress towards objectives. They help to track progress and measure success. KPIs should be specific, measurable, achievable, relevant, and timely. An example of a KPI for the focus area of Cash Flow Management could be: Decrease operational costs by 15%.

4. Implement related projects to achieve the KPIs

Projects are the specific actions that will help a business achieve its objectives. Examples of projects for a small business include reducing operational costs, increasing sales, and increasing customer acquisition. Each project should have a measurable target, an initial value, and a target value.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade Strategy Execution Platform is an easy-to-use solution that helps small businesses quickly create and manage a financial plan. With Cascade, businesses can track progress, measure success, and make adjustments to ensure that their financial goals are achieved on time.

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Small Business Financial Plan Template
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