Insights.
Practical reading for owners, drawn from what we see across client businesses.
Cash flow guidePricing and profit guidePlanning guideSuccession guideCalculatorsFree templates
A calmer BAS routine: keeping on top of it each quarter
BAS stress usually comes from leaving everything until the deadline. A small monthly routine makes each quarter far less painful.
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Succession planning: why five years out is not too early
Whether you plan to sell, pass the business on or wind it down, the decisions that shape the outcome are made years before the handover.
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Pricing on value, not hours: where to start
Charging for time caps what you can earn and hides the value you create. Moving towards value-based pricing can start with a few simple questions.
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Why a one-page business plan beats a fifty-page one
Long business plans get written once and filed. A one-page plan gets looked at, talked about and updated, which is the whole point.
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Five numbers every owner should check each month
You do not need a dashboard full of charts. These five numbers, checked monthly, tell you most of what you need to know about how the business is tracking.
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A simple 13-week cash flow forecast you can build this afternoon
Thirteen weeks is long enough to see trouble coming and short enough to stay accurate. Here is how to build one with a spreadsheet and an hour of your time.
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Why profitable businesses still run short of cash
Profit and cash are measured differently. Once you see where the gap comes from, you can plan for it instead of being surprised by it.
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Reading your balance sheet without an accounting degree
The three lines that actually tell you how the business is doing, and what to ignore.
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Free templates.
Practical tools to put these articles to work. Each one is a fillable PDF you can type into and save, or print and fill in by hand. The forecasts also come as Excel spreadsheets that do the sums for you.
One-page business plan
Your three-year direction, this year’s priorities, who owns each one and a quarterly check-in, on a single page.
13-week cash flow forecast
See the low points in your cash coming before they arrive, week by week.
12-month profit budget
Set monthly targets for income, costs and profit, then track the actual figures against them.
Monthly numbers dashboard
The five numbers worth checking every month, with space to note one action for each.
Pricing review worksheet
Work out the real margin on each product or service and plan a price change.
Debtor follow-up scripts
Ready-to-use reminder messages, a phone script and a follow-up log.
BAS and tax calendar
The year at a glance, July to June, with the usual due dates and room for your own.
Succession readiness checklist
Tick off what is in place for selling, handing over or stepping back, and note what is next.
Organisational chart
Map who owns what, and list the jobs only you do today so you can hand them on.
Free · About 5 minutes
How healthy is your business, really?
Score your business across seven areas and get a personalised report with your top three priorities and a 90-day plan.