Forms and Worksheets

Even the most disorganized, “anti-form” entrepreneur will enjoy the simplicity of these forms and worksheets, all designed to help you successfully start and run your own small business. Print or download one or two or all of them, and see how they can change your life.

Form name Format
Cash Flow Worksheet
Use this 12-month cash flow worksheet to set a budget for your business or to predict a year’s worth of income and expenses.
PDF
Excel
Start-Up Costs
Use this worksheet to calculate your start-up costs.
HTML
PDF
Excel
Self-Employment Assessment Test
Use this Self-Employment Assessment Test to determine if you have what it takes to be self-employed.
HTML
PDF
Average Monthly Overhead Expenses
Use this worksheet to calculate your monthly overhead expenses.
HTML
PDF
Excel
Net Worth Worksheet
Use this worksheet to calculate your personal net worth. This figure will largely determine how much a traditional lender is willing to loan.
The higher your net worth, the better your chances for securing financing.
HTML
PDF
Excel
Personal Budget Worksheet
Use this worksheet to calculate your personal budget, using a standard version (the lifestyle you prefer) and a bare-bones one (the lifestyle
you can tolerate while you’re trying to get your business off the
ground).
HTML
PDF
Excel
“An Average Day” Questionnaire
Use this questionnaire for “informational interviewing” purposes. Find someone who’s running a business similar to the one  you’re thinking of starting and pick their brain by asking them questions about what their business life is really like.
HTML
PDF