Small Business Hub · Resources

Free templates
to get going.

Sample business plans, cashflow forecasts and handy spreadsheets — free to download and use. Need one tailored to your business? We'll build it for a small fee.

Templates & spreadsheets.

Genuinely useful starting points — the same tools we use with clients. Download, adapt, and make them your own.

Business Plan Template

Microsoft Word (.docx)

A clear, funder-ready business plan structure with guidance prompts for every section — from executive summary to financials.

↓ Download templateOpens in Word or Google Docs

12-Month Cashflow Forecast

Microsoft Excel (.xlsx)

A monthly cashflow spreadsheet with all totals and running balances calculated automatically — just fill in the blue cells.

↓ Download spreadsheetOpens in Excel or Google Sheets

Start-up Cost Calculator

Microsoft Excel (.xlsx)

Work out exactly what it costs to get your business off the ground, with one-off and running costs totalled for you.

↓ Download spreadsheetOpens in Excel or Google Sheets

Simple Bookkeeping Sheet

Microsoft Excel (.xlsx)

Track income and expenses from day one without expensive software — with an auto-updating summary and spend-by-category breakdown.

↓ Download spreadsheetOpens in Excel or Google Sheets

Want it built around
your business?

Templates are a great start, but a plan or forecast tailored to your actual numbers is far more powerful — especially when you're applying for funding.

We'll build you a professional, bespoke business plan or cashflow forecast for a small fee. Get in touch and tell us what you need.

Bespoke build includes

  • A funder-ready business plan in your words
  • A 12-month cashflow built on your real numbers
  • Start-up cost breakdown
  • Plain-English guidance throughout
  • Editable files you keep and own

Free AI healthcheck in minutes.

Answer a few quick questions and get an AI-assisted rough guide on where to focus and what to fix first. No cost, no obligation.