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Financial Planning Series for Artisan & Maker Businesses

If you are ready to take your maker business from a hobby to a full-time career or to grow your established artisan business, building a healthy financial strategy is essential to your success. Learn how in this new series!

The Financial Planning Series for Artisan & Maker Businesses gives you information on four key topics related to financial planning and strategies for small to medium sized businesses: Financial Basics, Accounting, Business Planning and Strategizing, and Seeking Financial Investments.

Download the Handbook

Part 1: Basics for Small Business
1. Basic Financial Management – Video | Slides
2. Income Statement: Basic Concepts – Video | Slides | Template
3. Writing a Business Plan – Video | Slides
4. Margins – Video | Slides | Worksheet
5. Budgeting & Financial Projections – Video | Slides

Part 2: Accounting for Small Business
1. Issues & Methods – Video | Slides
2. Accrual Accounting: Basic Concepts – Video | Slides
3. Balance Sheet: Basic Concepts – Video | Slides | Worksheet & Answers | Template
4. Cash Flow Statements: Basic Concepts & Methods – Video | Slides | Worksheet & Answers

Part 3: Business Planning & Strategizing
1. Understanding Your Business Costs – Video | Slides
2. Start-up Planning and Calculating Your Burn Rate – Video | Slides
3. Calculating Your Break-even Analysis – Video | Slides | Worksheet

Part 4: Seeking Financing & Investment
1. Seeking Financing for Your Business – Video
2. Pitching Your Business – Video | Slides

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