Resources
Practical resources for running a small business.
Free templates, plain-English guides, and useful tools. No gated content, no email walls. Just things that might actually help.
Free templates
Download and use straight away.
Practical starting points you can adapt to your own business. No sign-up required.
Invoice template for UK businesses
A clean, ready-to-use invoice template built around UK requirements: GBP amounts, VAT line items, payment terms, and company details. Downloadable as a CSV you can import into Excel or Google Sheets.
Sales pipeline tracking spreadsheet
Track every deal from first contact to closed-won. Includes columns for deal value, stage, probability, expected close date, and next action. Built for teams that haven't yet moved to a CRM.
Client onboarding checklist
A step-by-step checklist covering everything that should happen when a new client signs up: welcome email, contract, kickoff call, account setup, first deliverable, and 30-day check-in.
Project brief template
Stop projects drifting in scope. This brief template covers objectives, deliverables, timeline, budget, stakeholders, and sign-off process. Works for client projects and internal initiatives.
Guides
Plain-English guides for small business owners.
Covering the topics that come up most often: invoicing, tax, sales, and customer management.
What is a CRM and do you need one?
An honest guide to what a CRM does, who it's for, and how to know when a spreadsheet stops being enough.
How to invoice clients in the UK
What must appear on a UK invoice, how to set payment terms, and how to chase overdue payments without damaging the relationship.
Making Tax Digital: a plain-English guide
What MTD means for your business, which records you need to keep digitally, and how to prepare before the next phase rolls out.
VAT for small businesses: the full guide
When to register, what the different VAT rates mean, how to charge and reclaim VAT, and what records you need to keep.
How to build a sales pipeline that actually works
Pipeline stages, lead qualification, follow-up cadences, and how to track conversion without drowning in spreadsheets.
Cash flow management for small businesses
Why profitable businesses still run out of cash, how to forecast your cash position, and the levers you can pull when things get tight.
Tools & calculators
Useful tools, coming soon.
We are building a set of free calculators for the numbers that come up most often.
VAT calculator
Enter an amount and get the VAT-inclusive or VAT-exclusive figure instantly. Supports standard (20%), reduced (5%), and zero rates.
Overdue invoice calculator
Add your outstanding invoices and see exactly how much you're owed, broken down by how overdue each one is. Useful for prioritising your chasing.
Service pricing calculator
Work out what to charge based on your target day rate, hours per project, and desired profit margin. Helps you quote with confidence.
Official sources
Useful external links.
Government and regulatory resources every UK small business should have bookmarked.
HMRC: Making Tax Digital for VAT
gov.uk
Official HMRC guidance on MTD for VAT: who it applies to, how to sign up, and what software is compatible.
Companies House
gov.uk
Register a company, file accounts and confirmation statements, and search the public register of UK companies.
UK VAT rates
gov.uk
The official reference for current VAT rates in the UK: standard, reduced, and zero-rated goods and services.
ICO: Guide to UK GDPR
ico.org.uk
The Information Commissioner's Office guidance on data protection for organisations: what you must do and how to comply.
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