Business Plan Diagnostic
The business plan diagnostic is an easy-to-use tool designed to assess how well developed your business plan is to help you succeed in your new business. […]
Content Topic: Planning
Business plan template
Plan for the future You need a business plan to outline your pathway when you start or grow your business. Use our free template to write your business plan. You’ll find extra guidance in this template to help you fill in each topic. Download (PDF) […]
Employee cost template
What’s the real cost of adding employees into your business? Use this Employee Cost Template to calculate the real cost of adding employees into your business. It can help you work out the annual cost of hiring a new employee by adding their hourly wage or annual salary to additional costs they may incur. Download […]
Charge out rate template
How much should you charge? Your Charge Out Rate Template helps you work out how much your business should charge customers, in order to cover your costs and reach your desired level of income. Enter your desired income, costs of labor and the number of hours your employees will work. Download (PDF) Download (XLSX) […]
SWOT analysis template
What can you improve in your business? Use our SWOT (Strengths, Weaknesses, Opportunities, and Threats) Template to document the parts of your business that need improving, and parts that provide you true competitive advantage. Complete the template to identify the practical steps you can take to build a better business. Download (PDF) […]
Product pricing template
How much should you charge? Your Product Pricing Template can help you calculate how much you should sell your offerings for, in order to make the margin you want. You’ll be able to add in all your costs, plus whatever sales taxes you need to pay in your area. Download (PDF) Download (XLSX) […]
Break even template
How much money do you need to make? So you have a general idea of how much you’d like your business to earn each year – and you’ve got a viable product or service. Our break-even calculator is a simple tool you can use to work out how much you need to sell in order […]
Cashflow forecast template
Will you be able to pay your bills month by month? This template, helps you to make decisions by forecasting sales, estimating expenses, and predict cash flow in and out. Download (XLSX) […]
Growth checklist
Are you ready to start growing your business? Use this checklist to assess your current business growth strategies and identify new opportunities for expansion. Each section outlines key actions that successful businesses take to strengthen customer relationships, attract new clients, expand into new markets, and improve profitability. Check off the strategies you’re already implementing and […]
Creating cash reserves checklist
How can you create an emergency fund? Cash in the bank acts as a buffer and can help you better weather the ups and downs you may encounter in running your business. Reserve cash buys you more time if things go wrong, and it allows you to experiment and test new ideas without needing immediate […]
Business productivity checklist
Can you be more efficient? Building a productivity plan takes time, but a well-structured approach can help you streamline operations, improve efficiency, and maximize results. Use this checklist to identify key areas that impact your business and create a schedule to implement improvements. Small, consistent changes can lead to significant long-term gains. Download (PDF) […]
Planning for disaster recovery
Anyone who has been through a major earthquake, flood, fire or other disaster can confirm that a lot more could have been done – and should have been done – to lessen the impact. Forethought is the key to recovery. Assessing the risks Meet with staff and advisers to start developing a recovery plan. Set […]
Finding good mentors and business advice
You are probably drowning in well-intentioned advice and ‘helpful opinion’ from family and friends. However, good business advice spoken from commercial experience is another matter entirely. That’s not to say it’s hard to find, but discerning the wheat from the chaff in the Internet age is sometimes less than straightforward – especially if matters are […]
What to include in your business plan
A successful business is one that’s built around a solid business plan. It’s the architecture you base your business on, and a tool that’s always in use to make sure you’re on track. A business plan is also something that you’ll be required to share with your bank. For them to lend you money, they’re […]
Protect Yourself and Your Data – Proactive Steps for Living Safely in the Digital Age
These days your personal data is everywhere, and that information is valuable to marketers, hackers and everyone in between. If you want to prevent the unauthorized use of your personal information, you need to take a proactive approach to protecting yourself and your identity. You can no longer afford to be blasé about your data […]
Pricing strategies to beat the competition
How you price can have a dramatic effect on your sales, cash flow, and profit margins. Your pricing strategy will determine how customers see your trade business in the marketplace – naturally comparing your prices with your competitors. What you need to know to build a profitable pricing strategy The prices you charge will influence […]
The importance of business planning
When you are setting out and everything is moving so quickly, it’s easy to deviate from where you intend to be. If you don’t have a business plan, you might compromise growth or miss out on opportunities by sweating the small stuff and not focusing on what matters most. Having a clear business plan from […]
Creating value in your business
The key to building value in your business is to plan the process in a systematic way, whether you’re aiming to grow your business or groom it to get a better price from a buyer. Looking through the eyes of buyers Whether you just want to build a stronger business, or you’re looking ahead to […]
Preparing a business plan
Your business plan is a management tool and is designed to suit the structure and needs of your particular business. There is not a one-size-fits-all business plan, or a set formula that you have to follow. This leeway to design your own business plan can feel quite daunting at first, but this is easy to […]
Grow your customer base with the right accounting software
More than just a book-keeper If you’re thinking that your accounting software is there just to look after your finances, chances are you’re missing out on what it can do to grow your customer base – and improve your profit margins. The right accounting software is a tool that can be used to benefit your […]
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