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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.


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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