Resources
Business templates
The working spreadsheets we hand to clients, published here so you can download them and get on with the job. No registration and no cost.
Eleven templates covering cash flow, budgeting, profitability, sales tracking, payments and expenses. They open in Excel or any spreadsheet application that reads .xls and .xlsx files.
| Template | What it is for | Size | Download |
|---|---|---|---|
| Budget and cashflows spreadsheet | Six month and three year cash flow budgets and operating budget. | 64.5 KB | Download |
| Cash flow planner | Detailed cash flow wizard for SMEs including a two year forecast and graphs. | 21.87 KB | Download |
| Profit and loss statement | Profit and loss statement for a month or year, with columns for prior year and budgeted figures. | 27 KB | Download |
| Customer profitability analysis | Analyses the overall profitability of different customer areas and divisions. | 25.5 KB | Download |
| Sales tracker template | Track sales targets against actual sales, with variance shown as a cash figure and a percentage. | 303.5 KB | Download |
| Sensitivity analysis template | Show the impact of particular changes on your business plan. | 265.5 KB | Download |
| Overheads analysis | Analyse the overheads your business is likely to incur, in a format suitable for a business plan. | 23.5 KB | Download |
| Payments analysis | Record and analyse the payments made by your business. | 17.5 KB | Download |
| Petty cash | Record and analyse petty cash expenses for your business. | 13.5 KB | Download |
| Expense claim form | A standard claim form for employee expenses. | 23 KB | Download |
| Statement of net worth | Statement of net worth for individuals. | 20 KB | Download |
These templates are general tools, not advice. If you would like help applying one of them to your own figures, get in touch and we will work through it with you.
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If you are looking for a working paper, a schedule or a report format you cannot find, tell us what you need and we will point you at the right tool.
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