Develop a handout to give to potential clients and referral partners. Below is an editable handout. When you create it for yourself, then do "File", "Save As", and save it as a PDF for your company

Be sure to update your documents! Budget/Cash Flow: https://coeurbridge.com/wp-content/uploads/2025/09/Sample-Cash-Flow-Forecast.xlsx

Business Plan: https://coeurbridge.com/wp-content/uploads/2025/09/SCORE-Startup-Business-Plan-Template.docx

Need our assistance? https://calendly.com/coeurbridge

Editable Handout: https://coeurbridge.com/wp-content/uploads/2025/10/Coeurbridge-LLC-One-Pager.docx

In a service or product business, you may want to consider partnering with referral sources. In this video, you can start thinking about natural referral partners and leverage your network. You never know where a connection may come from that furthers your business.

Be sure to update your documents!
Budget/Cash Flow: https://coeurbridge.com/wp-content/uploads/2025/09/Sample-Cash-Flow-Forecast.xlsx

Business Plan: https://coeurbridge.com/wp-content/uploads/2025/09/SCORE-Startup-Business-Plan-Template.docx

Need our assistance? https://calendly.com/coeurbridge

Marketing can be one of the most fun activities in starting and running a business. This is an overview of what will be covered in marketing. Be sure to update cash flow/budget numbers and your business plan document!

Cash Flow: https://coeurbridge.com/wp-content/uploads/2025/09/Sample-Cash-Flow-Forecast.xlsx

Business Plan: https://coeurbridge.com/wp-content/uploads/2025/09/SCORE-Startup-Business-Plan-Template.docx

Do you need bookkeeping help? https://calendly.com/coeurbridge

You do not always have to obtain an EIN when you start a business, but you may be required to get one, or there may be reasons you want one.

Snail Mail Fillable PDF: https://www.irs.gov/pub/irs-pdf/fss4.pdf 

Applying online: https://www.irs.gov/businesses/small-businesses-self-employed/get-an-employer-identification-number

Do you need an EIN: https://www.irs.gov/businesses/employer-identification-number#whoneedsanein Need help doing this for your business?

Find a local bookkeeper or use our service: https://calendly.com/coeurbridge

If you prefer to learn by video: https://youtu.be/dOxmvkiww1k

To start a business in Washington State, you will reserve your business name with the Secretary of State. For those of you starting a business in another state, Google your Secretary of State site. Likely, the process will be similar. Otherwise, contact us or another bookkeeping or CPA company to help you!

If you need assistance, book time here: calendly.com/coeurbridge

Video of this podcast episode: https://youtu.be/g68xkyNmAS0

As a business, you will either be paying taxes personally as a sole proprietor or personal pass-through income to your personal income tax as an LLC. These are the more common forms of business where you must consider how to estimate and make your individual tax payments throughout the year. This video guides you through the process of considering how to calculate these payments and making the payments. 

Need to speak to a bookkeeper? https://www.calendly.com/coeurbridge

Want to see the video instead? https://youtu.be/5oZWqQCqFmg

When starting a business, which legal form of business should you choose? You can always change this choice, so listen today and use this as a jumping-off point for making this initial decision about your own business. This is not legal advice; for that, you would need to consult a lawyer or speak with insurance providers. However, you will have a good place to start!

Do you learn better on video? https://youtu.be/nNkfg2SeSK0

Cash Flow Forecast Download: https://coeurbridge.com/wp-content/uploads/2025/09/Sample-Cash-Flow-Forecast.xlsx

Business Plan Template Download: https://coeurbridge.com/wp-content/uploads/2025/09/SCORE-Startup-Business-Plan-Template.docx

Need bookkeeping help with starting your business? calendly.com/coeurbridge

Any business needs to consider marketing, contracting, tools, and operations in building a company. This is an overview of these areas, which will dive into each of the separate categories in much more detail.

Downloads:
https://coeurbridge.com/wp-content/uploads/2025/09/Sample-Cash-Flow-Forecast.xlsx

https://coeurbridge.com/wp-content/uploads/2025/09/SCORE-Startup-Business-Plan-Template.docx

https://coeurbridge.com/wp-content/uploads/2025/09/ToolsAssessment.xlsx

Here is a way of thinking about free cash flow. Not the only way to think about it, but what would happen if the worst-case scenario happens and revenue is severely curtailed? Find out on this episode!

If you prefer video, here is the youtube video of the same content: https://youtu.be/PbG43B-Mfuw

In my bookkeeping business, Coeurbridge, we have encountered issues with conflicting tax flows when paying sales tax for clients. The reason for this is that sales tax is collected on invoices and deposited into your regular operating expense checking account. However, if you do not transfer it into a separate sales tax agency payable checking account, you risk spending money that is not yours.

Want to talk to us about assisting your small business with bookkeeping?
calendly.com/coeurbridge

Website: www.coeurbridge.com

Video of podcast: https://youtu.be/0Md_eRitxqM