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Self-employed borrower cash flow analysis

Zoom in on cash flow.

As business owners, the goal for self-employed borrowers 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 help you to easily and accurately determine a self-employed borrower's income.

Cash flow analysis worksheets for tax year 2020

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Our editable, auto-calculating worksheets help you to analyze:

  • Cash Flow and YTD Profit and Loss (P&L)
  • Comparative Income
  • Liquidity Ratios
  • Rental Income

For employment and other types of income, check out our Income Analysis worksheet.

Access the worksheets

Sign up for instant access to our SEB worksheets (SAM with P&L, Comparative Income and Liquidity), as well as 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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