Make a plan

Managing a small to medium-sized business can be hugely rewarding, but it's no simple task. Taking time to plan, keeping on top of your financial status and getting help where it's needed will put you on the right track.

New or established, large or small, every business needs a plan. An income statement, cash flow projections and balance sheet are a must for lenders or investors, but a business plan is more than a number-crunching exercise. It helps you focus precious resources on the priorities that will help you achieve your goals.

And don't leave your plan on a shelf gathering dust. Refer to it often and revise it regularly.

If you're interested in discussing a business plan, we'd love to help:

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