Sign On
  • Online Banking
    Sign On form is loading

Easily get the answers you need to your small business questions with these worksheets. Our worksheets, checklists and templates help guide you through difficult calculations and decisions.

Balance Sheet

We provide the outline, you provide the numbers as we walk through the steps to create your own balance sheet.

Business Acquisition Checklist

If you’re thinking about buying a business, there are so many questions to ask and details to gather. Use our worksheet to make sure you create a complete picture.

Business Loan Checklist

Save time by finding out exactly what documents and numbers you need before applying for a business loan.

Cash Flow Statement

Use this worksheet to create a comprehensive cash flow statement for your business.

Income Statement

Use this template to create a complete income statement for your small business.

Personal Financial Statement

A personal financial statement is a key document in applying for business financing. Use this form to create yours.

Pricing Worksheet

Deciding how to price your product can be confusing, but our worksheet walks you through the process.

Protect Your Business Checklist

Follow these important steps to protect your business from online fraud and theft.

Sales Forecast

Your sales forecast is a crucial document for planning, growing and financing your business. Fill out our worksheet to get the numbers you need.

Start-Up Expenses

If you're thinking about starting a business, there are many costs to consider. Use our worksheet to create a clear and accurate list of expenses.

These worksheets and checklists are to provide general information only and are not comprehensive nor are they legal, accounting, or tax advice.

Call Us

888-KEY4BIZ (539-4249)

Clients using a TDD/TTY device:

Clients using a relay service:

Schedule an Appointment

Talk to a Branch Manager in your neighborhood.

Schedule an appointment now

Find a Branch or ATM