Video for Entrepreneurs – Personal Financial Statement

A regional microlender named Accion Texas helps entrepreneurs get started on the process of builing small businesses.

In this video I walk you through the process of collecting your personal financial data all in one place, using an Accion template available on their website.

The personal financial statement would be used to talk to any bank or lender about getting a loan. Even prior to that, it could be used by you to determine whether your startup idea makes financial sense at this time.

See related post Accion Texas video on using a startup capital template


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I founded Bankers Anonymous because, as a recovering banker, I believe that the gap between the financial world as I know it and the public discourse about finance is more than just a problem for a family trying to balance their checkbook, or politicians trying to score points over next year’s budget – it is a weakness of our civil society. For reals. It’s also really fun for me.

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