Resources
Useful links to information that will help restore credibility to your numbers
Guide
Practical guides to run the money side of your business with confidence. Free to download.
GUIDE
The Big Five: What Not to Do When Implementing New Systems
Useful links
Business Plan Template & Guide (business.gov.au)
A free comprehensive business plan template and online planning tool provided by the Australian Government. It helps you map out business goals, strategies, and financial projections – essential for starting or growing your business.
Cash Flow Statement Template (business.gov.au)
A free Excel template to help you set up a cash flow statement for your business. This government resource shows you what to include in a cash flow report and helps you track all money coming in and going out, so you can plan your business payments.
End of Financial Year Checklist (business.gov.au)
A step-by-step EOFY checklist covering the tasks small businesses should complete at tax time. It includes wrapping up your bookkeeping, preparing tax returns, and planning for the new financial year. Using this checklist helps you get your business organised and work smarter in the year ahead.
Business Activity Statements – BAS (ATO)
Authoritative guidance from the Australian Taxation Office on how to complete, lodge and pay your BAS. It explains how to report GST, PAYG withholding, and other tax obligations on your Business Activity Statement, with due dates and tips for avoiding errors.
Free Bookkeeping Templates (Smartsheet)
A collection of 23 free downloadable bookkeeping templates (Excel/Word) for small businesses. These templates include a cash book, expense tracker, invoice register, income statement, balance sheet, and more – all designed to help you manage finances and stay compliant without expensive software.
Reach out today
Let’s talk about creating financial clarity for your business.