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Financial docs can feel daunting
Check out the videos and templates specially designed to help you feel up for the challenge.
Preparing financial statements is essential for building a successful business. Yet, it can be a daunting task for many entrepreneurs and business owners. AgWest offers recorded tutorials, business planning templates and other helpful tools to support new, or experienced, recordkeepers in preparing the financial statements needed to run a profitable operation.
Balance sheet basics (video + Excel template)
Capture every item that is owned and owed with a balance sheet.
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Cash flow budget basics (video + Excel template)
Plan for growth and manage spending with a projection of your monthly cash flows.
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Income statement basics (video + Excel template)
Understand your net income and evaluate the financial performance of your business.
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Preparing ag financial docs (web page + PDF download)
See how use of different financial statements positions your operation for future success.
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Next Gen Summit
AgWest customers are invited to join us in Spokane for a three-day, complimentary program for next-generation family business successors who want to develop leadership and communications skills to support succession planning.
Learn more