Resources

Free tools. No form to fill.

The templates we use with clients, ready to open in any spreadsheet. Put in your own country’s rates.

13-week cash forecast · The template we use with clients: opening balance, receipts and payments by week, and a safety floor.

Monthly tax set-aside · Enter your profit so far and your rate; get the amount to move each month for the rest of the year.

Month-end close checklist · Twenty checks, in order, that let a small business close its month in five working days.

Cost of a hire · Salary, employer rate, equipment and ramp-up in one sheet. Put in your own country’s rates.

Year-end questions for your adviser · Twelve questions to ask before the year closes, while the answers can still change the number.

Owner pay worksheet · Your monthly needs, safety net and pension goal on one page, ready for the meeting about how to pay yourself.

Sample CSV and TXT files. Figures are illustrative and not advice.

Newsletter

One letter a month, on the 6th. Three ideas, no offers.