Please download the template documents in advance of the session, feel free to bring your laptop to work along with the presentation (note: there are three versions of the same Financial Template and Business Plan Template for services, products, or restaurant, choose the one most relevant to your business):

Join us for this two hour session where you will learn about: 

  • Creating your cash flow budget and revenue projections

  • Understanding your financial forecasts

  • Budgeting for your start-up costs (or up-front growth costs)

  • Estimating your month-to-month revenue and operating expenses

  • Ensuring proper documentation of notes to your financials

  • Detailed walk-through and guidance on a template cash flow projections Excel spreadsheet

  • Understanding how your written business plan ties in to your budget and projected revenue

  • Recordkeeping and bookkeeping principles

For the last hour, please feel free to bring your own financial projections, as this will be a facilitated working time to get some hands-on help with our consultant.

This session runs typically runs once a month and is limited to a small group. Small groups allow you to ask your own questions directly to our business consultant.

We look forward to seeing you!

Thank you for your interest in starting or growing your business.  We want to be able to give you and other businesses continuous support through the development and growth of your business.  In order to provide businesses with this support, we need to collect data about your business, progress and growth.


To be eligible to receive this free consultation / information session / workshop with our office, you must agree to complete a 5-10 minute follow-up phone call or electronic survey from our office, in 2-3 months time to discuss the status and growth of your business idea or existing business (i.e., whether the business started or not, whether the business' revenue/jobs/financing have grown or expanded, etc.).  Information is collected confidentially and will be used by the City of Markham and the Province of Ontario to provide statistical information on entrepreneurs in order to study small business trends in Ontario.

Of course, if you need some additional help or advice before that follow-up, you are always welcome to contact us directly!

If you have a simple, one-off question, please email or call our office, and we'd be happy to help you find what you're looking for!

Note: Follow-up contact is limited to your business progress and what you discuss with our consultant.  We will not add your contact to any distribution or e-mail list, unless you specifically request to be added.

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