Tools & Templates
Practical templates, calculators and self-help tools you can use to test your own financial scenarios.
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.
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.
Marketing plan template
Use this template as a blueprint for targeting new customers and re-evaluating your competitive advantage.
Step by step guides
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.
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.