Operations management
Download action plan templates in Excel, Microsoft Word, Adobe PDF, PowerPoint & Google Sheets. Includes corrective, emergency & marketing plans.
Aug 13, 2025 10 min read
Business process management
Download free business case templates, including simple, Lean, strategic, startup, marketing, and capital expenditure business case templates.
Aug 27, 2025 9 min read
Budget & accounting
Financial planning is critical for any successful small business, but the process can be complicated. To help you get started, we’ve created a step-by-step guide and rounded up top tips from experts. Included on this page, you’ll find what to ...
Aug 5, 2022 14 min read
Download startup financial plan templates in Excel, Microsoft Word & Adobe PDF. Includes SWOT analysis, balance sheet & more.
Jun 21, 2025 12 min read
Creating an organizational chart can help a small business organize and plan for growth. We’ve simplified the process with a step-by-step how-to guide, example org charts, and expert tips. Included on this page, you’ll learn why your small ...
Jul 18, 2022 19 min read
This is your step-by-step guide to both the buy and sell sides of M&A processes, including key information, motivations, benefits, and tips.
Apr 15, 2024 18 min read
Download profit and loss templates in Excel, Microsoft Word, Adobe PDF, and Google Sheets. Includes small business and nonprofit.
Apr 30, 2025 12 min read
Simplify your small business expense tracking with these report, tracker, and spreadsheet templates made for Microsoft Excel and Google Sheets.
Feb 19, 2024 6 min read
Sorted by time interval and business type, find the perfect profit and loss template for Microsoft Word, Google Sheets and PDF here.
Dec 20, 2023 6 min read
Manage your small business' essential documents with these templates. Easy to customize, edit them to your needs with Microsoft Excel and Smartsheet.
Feb 22, 2024 8 min read
Whether you need an invoice for providing services or selling goods, find the right template for your business. Choose from among 55 customizable, downloadable templates, including generic invoice templates, invoices for specific job services, blank ...
May 28, 2024 19 min read
We’ve compiled a collection of the most helpful small business income statements, worksheets, and templates for small business owners and other stakeholders, free to download. Included on this page, you’ll find a small business income statement ...
Feb 15, 2024 9 min read
Download business budget templates in marketing and department formats, a balance sheet, and a cash flow forecast.
Jul 1, 2025 4 min read
We’ve compiled the most useful collection of free small business plan templates for entrepreneurs, project managers, development teams, investors, and other stakeholders, as well as a list of useful tips for filling out a small business template. ...
Apr 29, 2022 6 min read
