The Carrot Project’s Financial Tools
These visual tools help you map out your farm’s finances, clarify which tasks to delegate, and plan strategically around compliance and managerial responsibilities. Use them to see the big picture, track key numbers, and make informed decisions with confidence.
Borrower’s Financial Glossary (Download .pdf)
Sample Business Plan and Financial Statements (Download .pdf)
Farm Financial Calendar Tool Part I (Download .pdf)
Farm Financial Calendar Tool Part II (Download .pdf)
The Carrot Project’s Financial Templates
We’ve developed these free templates and tools specifically for small farm financial planning. Use them for general or annual financial planning, to accompany a business plan, or to meet the requirements for financial statements as listed on The Carrot Project’s loan application checklist.
Basic: Build one year of financial results or prepare a budget for the year ahead. Use this template to organize your farm’s annual profit and loss, cash flow, balance sheet, and capital assets in a simple, combined format. Perfect for getting started! Tracks annual profit and loss, cashflow, balance sheet, and capital assets in a simple, combined format to give you a clear snapshot of your farm’s finances.
TCP Financial Templates – Basic
TCP Financial Templates – Basic – Color
Intermediate: Builds on the Basic template, with additional sections for historical results, year-to-date information, annual projections, and monthly details. Use it to compare your business results over time, identify trends, develop projections, and plan for the years ahead.
TCP Financial Templates – Intermediate
TCP Financial Templates – Intermediate – Color
Preparing for Borrowing: Builds on the Intermediate templates, with additional tools for preparing a financing request: sources and uses, loan amortization table, and a personal financial statement, giving you everything you need to plan for and apply for funding.