Downloadable resources

There is no doubt that many of you are concerned about how this will impact your business, both in the short and long term. We are here to help as best we can.

The following resources are being made available to you and we will continue to add to them:

Hold a key team member meeting

We have prepared an agenda that you can download and use for FREE to assist in running a meeting to create a strategy on would you could be doing.

Meeting Guide for Clients

Breakeven analysis

We are providing a FREE downloadable Excel based breakeven analysis. This can be used to calculate what amount of sales you need to make for the business to break even. For business owners – a tip is that many forget to include their own drawings/dividends when considering this.

Breakeven Analysis

Simple cash flow forecast

We are providing a FREE downloadable Excel based simple cash flow forecasting tool. You can use this to create a simple forecast of your upcoming cash flow. Sometimes simple is best – most businesses, however large, are best to keep a forecast simple.

Simple Cash Flow Forecast

Complex cash flow forecast

We are providing a FREE downloadable Excel based complex cash flow forecasting tool that includes a profit and loss and balance sheet. You can use this to create a complex forecast. Please note that this is a complex forecasting tool and does have accompanying instructions on its use. We would not recommend its use unless you are an Excel expert with a very strong understanding of finance. We cannot offer support on its use so if you are in any doubt, we would recommend that you use the simple version.

2020 Cash Flow Forecast

Cash flow forecasting instructions

Furlough letter

We have prepared a FREE downloadable Word-based letter, with guidance, which is an example of how an employee can be notified.

Furlough letter

Flexible Furlough letter

We have prepared a FREE downloadable Word-based letter, with guidance, which is an example of how an employee can be notified.

Flexible Furlough letter

Board meeting minutes for furloughing a director

We have prepared a FREE downloadable Word-based minute, which is an example of how a meeting might be recorded.

Board meeting minutes

Government launches coronavirus business support finder tool

A new ‘support finder’ tool will help businesses and self-employed people across the UK to quickly and easily determine what financial support is available to them during the coronavirus pandemic.

Further information can be found here.

Vaccination Policy and register

We have prepared a FREE downloadable Word-based vaccination policy and an Excel-based vaccination register.

Template vaccination policy

Template vaccination register