Tools & Templates
Practical small business templates, calculators and self-help tools you can use to test your own financial scenarios.
Cash flow forecast template
Use our cash flow template in your business plan to create forecasts for your small business. Understanding cash flow is essential when applying for small business loans and grants.
Business plan template
Business plans are useful when applying for small business loans or applying for government grants. Set out where you intend your small business will go in the next 1-2 years by completing our business plan template.
Marketing plan template
Use this template as a blueprint for targeting new customers and re-evaluating your competitive advantage.
Start-up revenue template
Use this template to quickly work out a ballpark estimate of the revenue potential of your business or idea. Useful when applying for small business loans and business funding.
Start-up costs template
Calculate how much money you’ll need to have before you start up your new business.
One page plan - New markets
Download this one page pdf document to quickly record your plans for your small business to explore new markets.
One page plan - Competitive advantage
It's more important than ever for your small business to have a competitive edge to ensure survival. This One page pdf plan helps you to quickly map out a strategy.
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 small business guide will help you take action and prepare for funding or government grants.