Pencil pointing at geometric shapes on paper

Top five mistakes start-ups make

Understand the value of a business plan and business structure, and how to monitor cash flow.

Time frame: 60 mins

Audience: entrepreneurs within three years of operation

Learning objectives for participants:

  • identify the value of a developing a business plan
  • identify business structure
  • gain a better understanding of monitoring cash flow
  • make informed decisions regarding taxes


  • the business plan
  • what’s your structure
  • staffing — you can’t do everything
  • cash is king
  • taxes — even when operating at a loss, are you ready for the big time?

Learning materials:

  • Our Business Idea – group activity


For questions, please email us.

Want a session in your area?

We will provide a CPA volunteer to lead the session with a prepared presentation, activities, handouts and worksheets. Note: If more than one session is needed, please fill out a second form and submit.

Request guidelines:

For more information, visit setting up a financial literacy session.