At BMO Bank of Montreal®, we're committed to helping Canadian businesses succeed. That's why we've created a Business Coach Series that provides information and knowledge that can help you optimize the value of your company's financial resources. The series contains booklets, which focus on essential areas of financial management enabling you to focus on operating your business more effectively.
In addition to the booklets, the Business Coach Series includes interactive worksheets to assist in the preparation of business plans and cash flow management. These worksheets are formatted in Microsoft®* Excel spreadsheet software and can be downloaded to your computer for future use.
Cash Flow Worksheet (XLS, 29K)
Business Planner Worksheet (XLS, 128K)
In addition to the booklets, the Business Coach Series includes interactive worksheets to assist in the preparation of business plans and cash flow management. These worksheets are formatted in Microsoft®* Excel spreadsheet software and can be downloaded to your computer for future use.
Cash Flow Worksheet (XLS, 29K)
Business Planner Worksheet (XLS, 128K)
- Marketing your business (PDF, 447K)
- Creating a financial proposal (PDF, 276K)
- Finding sources of capital (PDF, 246K)
- Planning your cash flow (PDF, 158K)
- Developing your business plan (PDF, 188K)
- Managing your surplus cash-Savings & investments
PDF, 535K) - Managing your cash (PDF, 241K)
- Using other people's help (PDF, 325K)
- Working with your banker (PDF, 292K)
- Measuring performance (PDF, 217K)
- Making sense of financial Terms and Jargon
(PDF, 241K) - Becoming a People Manager (PDF, 789K)
- Are you an Entrepreneur? (PDF, 788K)
