(Since this manual is given to attendees of our workshop of the same name, purchasing the manual separately will entitle you to a $10 discount towards attending the workshop)
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Table of Contents
1. Self Assessment
Overview
Self Assessment test
Characteristics of a successful entrepreneur
Skills necessary to operate your business
2. Business Planning
Getting ready for the planning process
Writing the Business Plan
-Executive Summary
-The Company Operating Plan
-Manufacturing or Sourcing Plan
-The Marketing Plan
-The Financial Management Plan
-Appendices
3. Government Regulations
Business Licenses, Fictitious Name Filing
Building Codes, Permits & Zoning
Workers Compensation
Employee screening
Workplace Programs
Safety and Health Regulations,
Hazardous Substance Compliance
4. People and Your Business
Employees
Independent Contractors
Outside Advisors
5. Legal Aspects
Legal Forms of Business
Sole Proprietorships, Partnerships, Corporations
Copyrights, Trademarks and Patents
6. Marketing and Advertising
Four “P’s” of Marketing
Pricing your Product or Service
Choosing a Location
Promotion
Home Office and Small Office Marketing
Sample Marketing Calendar
7. Financing Basics
Financing Options
Use of Funds, Application for Funds
SBA Loan Programs
8. Risk Management
Why you need Insurance
Who sells Insurance
Types of Insurance
Questions you will be asked
Glossary of Insurance Terms
9. Record Keeping - Accounting
Types of Records and Retention Periods
Accounting
Glossary of Accounting Terms
Sample Chart of Accounts
Small Business Accounting Programs - Overview
10. Financial Statements
Description and Templates of:
Sales Forecast, Profit and Loss (Income) Statement
