Business templates and tools

Download our free business tools and templates to help you plan a new business venture or to fine tune your existing operations.

Financial management tools

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Cash flow forecast (1 sheet xlsx 107KB)

Use the cash flow forecast template to help you anticipate the movement of cash in and out of your business, such as your projected income and expenses.

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Cost of goods sold calculator (1 sheet xls 107KB)

The cost of goods sold is the cost of merchandise sold during a period. This cost will vary in direct relation to the level of products purchased and/or manufactured and your level of sales.

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Sales forecast (2 sheet xls 268KB)

If you’re a new business owner, you can use the sales forecast template to estimate your sales based on market research and industry benchmarks. If you’re already in business, you take into account previous sales data to help you estimate your future sales.

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Breakeven analysis calculator (1 sheet xls 247 KB)

Use this calculator to help you understand the breakeven point for your business: the point at which total revenue equals total costs and expenses. Knowing this can help you determine the profitability of your products or services and the volume of sales required to make a profit.

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Operating expenses forecast calculator (1 sheet xls 247 KB)

There are a number of everyday operating expenses involved with running a business. Use this template to forecast the expenses (fixed costs), such as rent, bank fees and wages, to run your business.

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Initial start-up costs calculator (4 sheet PDF 266 KB)

The start-up costs calculator will help you work out the costs involved in starting and running your business.

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Calculate your hourly rate (1 sheet xls 313KB)

If you’re unsure of how much to charge for your services use this online tool. This article on how to calculate your hourly rate will help you.

Business planning templates

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Business plan (28 page doc 265 KB)

Having a well prepared business plan before starting your business can help you refine your idea, gain a deeper understanding of your market and have a clear direction for your business.

Our guide to using the business plan template (9 page PDF 716KB) will walk you through the process of writing your business plan and provides examples of what each section of your plan should cover.

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Preparing for local construction works (24 page PDF 476 KB)

A guide to help you prepare for construction work due to take place near your premises (eg. road works, water pipes).

Marketing templates and guides

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Marketing plan template (11 page doc 50 KB)

Spreading the word about your business and attracting customers is important for any successful business. This marketing plan template will help you determine how to get your business noticed by the people who need or want your product.

Use our guide to using the marketing plan template (5 page PDF 652KB) for guidance on how to complete your marketing plan.

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Build a Website Booklet (16 page interactive PDF 996 KB)

If you’re planning to build a website for your business, or hire a web developer, our Build a Website booklet will help clarify the type of website and functionality you need.

Debt recovery and complaint templates and guides

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Letter of complaint (1 page doc 14 KB)

If you’re having problems with a product of service provider, use our letter of complaint template to let the supplier know about the issue and provide them with an opportunity to resolve the problem.

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Letter of demand (1 page doc 17 KB)

Writing a letter of demand is an important first step in trying to recover money owed to you. By using our template, you can save money by writing your own a letter of demand without the aid of a lawyer.

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Managing a supplier’s insolvency checklist (1 page doc 222 KB)

If a business stops paying your invoices, and you believe they may be insolvent, follow this checklist of the proactive steps you can take to try to protect yourself from losing money or assets.