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Self-employed borrower cash flow analysis

What we know about self-employed borrowers will blow you away!

As business owners, self-employed borrowers’ goal is to maximize income yet reduce tax liability. The problem with that is reducing tax liabilities minimizes taxable income and makes qualifying for a loan more challenging.

Our cash flow analysis worksheets promote ease and accuracy in determining self-employed borrowers' income.

Cash flow analysis worksheets, tax year 2019

Available NOW

Our editable, auto-calculating worksheets help you with:

  • Income Analysis (for employed and non-employed income sources)  – NEW!
  • Cash Flow and YTD Profit and Loss (P&L)  – NEW!
  • Comparative Income Analysis
  • Liquidity Ratios
  • Rental Income

Access the worksheets

Sign up for instant access to our SEB worksheets; SAM with P&L, Comparative Income and Liquidity; our Income Analysis Worksheet (for employed or non-employed income sources) and our Rental Income Worksheet.

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Sign up for our income training webinars. We offer evaluating base and variable incomerental income analysispersonal and business tax return analysis and financial statement review classes.

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