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Resources

As part of our commitment to supporting SME business owners, we’re more than happy to share our knowledge. Take a look at our handy guides, videos and our latest reports and templates.

cashflow forecast

Create better cashflow with our 13-week forecasting tool

Cashflow forecasting provides the much-needed visibility and clarity your business needs to generate cash and achieve profitability. Our free 13 week cashflow forecast template will get you started with this important process.

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Navigating uncertainty: insights from our 2022 SME survey

From minimising the impact of a turbulent economy, to financial challenges for the year ahead. Find out how SMEs are faring in our 2022 SME survey report.

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Your guide to Credit Control Apps

Good credit control procedures are essential in any business. In our handy guide we compare the functionality and pricing of the key credit control apps; Chaser, Credit Hound and Debtor Daddy.

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An SME’s guide to good management information

Let’s be clear about one thing: the only value of having management information in your business is to improve performance. 
Find out how to use your data to drive growth and improve your cashflow and profitability in our handy guide.

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How to find the hidden cash in your business

Cashflow is the key to ensuring the success and sustainability of any growing business – not least because you need cash to be able to grow in the first place. Find out how to unlock the ‘hidden’ cash in your business with our handy guide.

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Man working on laptop

Your guide to accounting automations

Automating aspects of your accounting function can be a fantastic time-saver and will also help you unlock a whole host of benefits that come with professionalising your accounting processes.

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Lady working at desk

Your guide to cashflow forecasting

The importance of cashflow forecasting can never be over-estimated. But it’s an especially key business activity during uncertain times. Download our free cashflow forecast template to get started.

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Discussing data analysis

How to increase your profitability

There’s really only two basic ways you can improve profit in a business – sell more and
spend less! Download your free guide and discover how small changes can yield big rewards for your business.

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Business performance

Your guide to financial scenario planning

Forecasting or scenario planning and risk mitigation are intrinsically linked so smart business owners keep a watchful eye on their numbers at all times.

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VAT

Your credit control checklist

Could your credit control be tighter? Do you know how much you’re owed – right now? Could better credit control be helping your business? Find out what good credit control looks like with our 11-point checklist.

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Know your numbers guide

Know your numbers to grow your business

With the right management information at your fingertips, it can be relatively easy to optimise your profits and your cash flow from what you already have – you just need to know which levers to press.

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Video guides

Jennifer Raines

Strategies and tactics for scaling your business

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Jennifer Raines

Diving into your numbers – mitigate risk and increase your profit

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Jennifer Raines

How to upgrade your credit control process to get paid on time, every time

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Alicia Offord

How to keep your business safe with simple financial controls

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Gayle Douglas

How to automate your data entry

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How to ensure nothing gets forgotten in your accounts area

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Lisanne Dawson

How to improve your cashflow

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Pam DeHavilland

How to get paid faster using effective invoicing

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