Tools & Templates

Practical templates, calculators and self-help tools you can use to test your own financial scenarios.

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Templates

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Cash flow forecast template

Use our template to forecast cash flow in your business for the next 12 months. Set different scenarios to see the impact of increasing/decreasing sales or costs.
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Business plan template

Set out where you intend your business will go in the next 1-2 years by completing our business plan template. It has all the key questions to answer.
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Marketing plan template

Use this template as a blueprint for targeting new customers and re-evaluating your competitive advantage.

Calculators

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Re-calculating your breakeven point helps you set new targets. Experiment with different pricing, overhead costs and margins to identify what your business may look like in the future.
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Discover how small changes across five key business indicators can build significant profit to your bottom line.
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You may think twice about discounting when you see how much you’re giving up.

Step by step guides

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Business Start-up Guide

If you’ve come to the point where the promising business idea floating around your head simply needs to take on a physical existence, relax and follow the steps outlined in our business start-up guide.
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Small Business Recovery Guide

Regardless of why you need an increase in sales, it’s important to take steps now. This growth guide will help you take action.