Tools & Templates

We understand that trying to obtain financing for your business can sometimes be a stressful process. No two businesses are the same so the education, business training and practical experience between one applicant and the next may differ significantly.

To assist you with the application process, we have developed the following tools for you to download. If you need additional help to prepare your loan application, you can contact us directly by emailing or calling 416 462 0496.

Business Plan Template

A step-by-step guide to completing a business plan. Includes questions which, if answered, will provide the necessary information for the purposes of your loan application to ACCESS. Business Plan Template

Cash Flow Template 

A simple Excel template to help you present your forecasted cash inflows and outflows. Be sure to clearly list your assumptions as notes or in a separate document.

Loan Calculator

Use this loan calculator to estimate what your monthly loan payments may be with an ACCESS loan. Payments begin one month following the disbursement of your loan.

Personal Credit Reports Through Equifax or TransUnion

Requesting a free personal credit report does not negatively impact your credit rating. We strongly encourage individuals to regularily check their credit history as a way to prevent against identity theft and to better understand their credit capacity. Both Equifax and TransUnion offer one free credit report per year to all consumers. You may have to pay an additional fee if you want to access your credit scores and doing so may affect your score.