Resources

Resources

Small Business Administration

SBA loans explained and links to where you can learn more. Our consultants can connect you with the OCIE SBDC Finance Center to help you get funding, too!

Federal Grants Search

Use this website to search for different federal grants and see which ones you can qualify.

Local Grants and Loans

Some Orange County cities offer loan and grant programs to help local small businesses. Explore current grant programs to see if your business might qualify.

Small Business Loan Calculator

The Small Business Loan Calculator will give you an idea of how much it will cost to take out a loan. Adjust the term and add extra monthly payments to see how much of an impact you can have on repayment.

The California Competes Tax Credit

This is an income tax credit available to businesses that want to come to California or stay and grow in California. Tax credit agreements will be negotiated by GO-Biz and approved by the California Competes Tax Credit Committee, consisting of the State Treasurer, the Director of the Department of Finance, the Director of GO-Biz, and one appointee each by the Speaker of the Assembly and Senate Committee on Rules.

Small Business Administration

SBA loans explained and links to where you can learn more. Our consultants can connect you with the OCIE SBDC Finance Center to help you get funding, too!

Tracking Expenses

Expensify

Keep track of all your expenses with this expense report tool!

Toshl Finance

Another finance tracking tool you can use to keep budgets and organize bills.

Wave

This is a free accounting software for small businesses. Create invoices with ease and keep finances organized!

Downloadable Tools

Loan Packaging Funding Checklist

A checklist of required documents to submit to our lending partners.

CDBG Form

Download this form to check if you qualify for the federal Community Development Block Grant.

Applying for a Business Loan

What to know and what to do before applying for a business loan for your business.

SBDC Projection Model Template

This spreadsheet is for start-up businesses to use for projections.