What a small business planner does
A small business planner turns a pile of open browser tabs into a short, ordered list of next steps. Instead of a blank document, you get four working parts: a business plan you can finish in an afternoon, the legal and tax steps for your country, a money setup that keeps you out of trouble, and a weekly routine that keeps the plan alive. You stay the decision-maker. The planner just holds the next step in front of you.
A real business plan, not a locked PDF
The planning guide is free to read. When you are ready, the AI plan builder writes your complete, lender-ready business plan and a real 3-year projection, then hands you an editable Word, Excel, and PDF, one price, $79.99, no subscription. A printable PDF cannot calculate your runway or set aside your tax; this planner can. Start with the part that is costing you the most this month, write the first page, and let the rest follow.
Why the US and Canada are separate editions
The rules across the border are genuinely different, and getting them wrong is expensive. The tax accounts, the registration steps, the payroll deductions, and the sales-tax rules do not match between the two countries. Uneven cash flow is the challenge owners name most often (Federal Reserve Small Business Credit Survey, 2024), and a planner that hands a Canadian owner US tax timing is worse than no planner at all. So each edition carries its own legal facts, kept current and shown with the date they were checked.
Small business planner FAQ
What is a small business planner?
A small business planner is one tool that helps you plan, launch, and run a business. It holds your business plan, the legal and tax steps for your country, a money setup, and a weekly routine. Unlike a printable PDF, a good planner does the math for you and keeps the next step in front of you.
What should a small business planner include?
Four parts: a one-page business plan, the legal and tax steps for your country and state or province, a money setup (a budget, paying yourself, and a tax set-aside), and a weekly routine with a few key numbers. That covers planning, compliance, cash, and follow-through in one place.
Is there a free small business planner?
The planning guide, the templates, and the steps are free to read. Building your complete, lender-ready plan with the AI builder — the 11 sections, the 3-year financials, and your editable Word, Excel, and PDF — is one price: $79.99, one-time, with no subscription.
What is the best planner for starting a business?
The best planner for starting a business is one you will actually finish. Skip the 60-section workbook. Start with a one-page lean plan, add the legal and tax steps for your country, set up your money, and keep a short weekly routine. Start small and expand only the parts a lender later asks for.
Do I need a different planner for the US and Canada?
Yes. The tax accounts, registration steps, payroll deductions, and sales-tax rules differ between the United States and Canada. This planner has a US edition and a Canada edition, each with its own legal facts, shown with the date they were last checked.