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: 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.
Financial Template _ Basic _ Black & White (Download .xlsx)
Financial Template _ Basic _ Color (Download .xlsx)
Intermediate: Designed for deeper analysis and planning. Includes multi-year historicals, year-to-date data, projections, and monthly breakdowns, helping you understand trends and make strategic decisions.
Financial Template _ Intermediate _ Black & White (Download .xlsx)
Financial Template _ Intermediate Color (Download .xlsx)
Borrowing Specific: Tailored for loans and investor presentations. Builds on the Intermediate template with lender-friendly documents like amortization tables, sources and uses, and personal financial statements, giving you everything needed for credit applications or funding requests.
Financial Template _ Preparing For Borrowing _ Black & White (Download .xlsx)
Financial Template _ Preparing For Borrowing _ Color (Download .xlsx)