Helping you build the




First Step Series

In recognition of the importance of small business to a strong economy, the National Business Association developed the First Step Review to help meet the informational needs of existing business owners and aspiring entrepreneurs.

The FIRST STEP SOFTWARE SERIES was developed by the NBA in 1989 by R. Jerry Adams, PH.D, in partnership with the U.S. Small Business Administration (SBA). Each piece in the series was written to conform to SBA specifications and designed to make the loan process easy to understand.

  • First Step Review
  • First Step Cash Flow Analysis
  • First Step Projected Profit or Loss Statement (Income Statement)
  • First Step Balance Sheet

Each of the First Step programs is designed to be used in conjunction with one another to comprise a complete and detailed overview of your business.

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Providing Resources!

In addition to the various support programs available to NBA members, the NBA also maintains close working relationships with organizations throughout the nation that assist the Self-Employed and Small Business Community.

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