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 firstname.lastname@example.org or calling 416 462 0496. You may also visit your local community chapter to speak with someone in person, but it's best to call us first.
Writing a Business Plan
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 Worksheet
Cash Flow Tool
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.
Our loan calculator helps you 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 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.