Tools for Small Businesses

Using Our Tools
To view the following tools provided for you by the City of Dublin, you will need Microsoft Word, Excel, or PowerPoint. For questions or more information, contact us at 925-833-6650.

Getting Started

• Business Plan Template
• Business Planning Checklist
• Business Structure Selector
• Start-Up Capital Estimator

Financial Tools

• 12-Month Profit and Loss Projection
• Business Debt Tracker
• Credit Card Use Log
• Detailed Expense Statement
• Expense Budget
• Financial Performance Presentation
• Income Statement Year 1
• Invoice
• Invoice Calculating Hours
• Projected Balance Sheet
• Statement of Cash Flows
• Streamlined Expense Estimates
• 2-Year Balance Sheet

Personnel Tools

• Employee Absence Schedule
• Employee Orientation Presentation
• Employee Performance Review
• Employment Application
• New Hire Orientation Checklist
• Sample Employee Handbook

Sales / Marketing Tools

• 12-Month Sales Forecast
• Detailed Sales Forecast
• Marketing Budget Plan
• Marketing Plan Presentation
• Sales Call Agenda
• Sales Call Presentation
• Selling Product Presentation
• Streamlined Sales Forecast