1
Financial Statement Builder
Understand what your business owns, owes, earns, and spends. Start from existing records or simple questions.
Home / Business Resources / Small Business
Financial GPS for Small Businesses
Know where your business stands—and where it is headed.
For owner-managed businesses that want a clearer picture of profits, liquidity, and their financial goals without learning a complicated software package.
Free Educational Resource · PilotDesigned for you
Four simple financial tools.
Owners of small businesses, especially those with fewer than 10 employees. Begin with the information you already have, or answer guided questions. The loan tool is an optional side path.
In pilot
2
Annual Budget Builder
Plan monthly sales, direct costs, payroll, operating expenses, and annual profit targets.
3
Financial Health Dashboard
Compare monthly and year-to-date performance with your original budget and estimate year-end results.
4
Loan & Expansion Planner
Explore project costs, down payments, loan payments, and basic borrowing assumptions.
Why it matters
Understand the numbers. Make better decisions.
Small businesses need to know more than whether sales are growing. The questions are whether earnings cover costs, cash can meet obligations, and current performance will achieve the original annual plan.
Educational estimates only. ProfConnelly.com is not acting on behalf of Holy Family University or providing audited financial statements or lending decisions.