Resource Library
SME Resource Library
Downloadable accounting guides, bookkeeping templates, tax compliance handbooks, business finance fundamentals, and ready-to-use Excel and CSV templates. Each resource is structured for SME finance teams who need actionable frameworks — not generic overviews.
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CSV Template
Cash Flow Forecast Template
A ready-to-import CSV template with twelve rolling monthly columns for cash inflow and outflow projection — structured so SME teams…
CSV
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Accounting Guide
Month-End Close Checklist
A structured, phase-by-phase checklist designed to guide SME bookkeepers through every reconciliation checkpoint of the month-end close — from preliminary…
PDF
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Excel Template
Profit & Loss Statement Template
A pre-built Excel workbook with automated formula rows for monthly and quarterly profit and loss reporting — structured around standard…
XLSX
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Business Finance Guide
SME Finance Fundamentals Guide
A foundational guide for SME owners and operational managers covering working capital management, break-even analysis, and the financial ratio benchmarks…
PDF
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Tax & Compliance Resource
VAT Compliance Handbook
A comprehensive reference for SME finance managers navigating VAT registration thresholds, quarterly filing obligations, and the most common compliance errors…
PDF
Download Templates Directly
Ready-to-use CSV templates for your finance team. Click any button below to download instantly.
Accounting Guide
Month-End Close Checklist
A structured 4-phase checklist covering bank reconciliation, accruals, trial balance review, and management sign-off. 20 actionable tasks with status tracking.
Excel Template
Profit & Loss Statement
Full 12-month P&L template with revenue, COGS, operating expenses, gross/net margin rows, budget columns, and variance tracking. Import into any spreadsheet.
Tax & Compliance
VAT Compliance Checklist
Quarterly VAT filing checklist covering output/input tax reconciliation, reverse charges, MTD submissions, and annual review tasks. Structured for UK/EU compliance.
CSV Template
Cash Flow Forecast (13-Week)
13-week rolling forecast with categorised inflows and outflows, net cash movement, and closing balance. FRS 102 compliant row labels for direct analytics upload.
Business Finance Guide
SME Finance KPI Tracker
Track 10 essential financial KPIs monthly: gross margin, current ratio, debtor days, gearing, ROCE, and more. Each metric includes the formula, benchmark targets, and 12 monthly input columns.
How SMEs Use These Resources
Month-End Close
Eliminate Friction
Finance teams download our step-by-step close guides and P&L templates to reduce month-end processing from days to hours. Structured checklists replace ad-hoc workflows.
Tax Compliance
Stay Audit-Ready
VAT handbooks and compliance checklists keep your filings accurate and deadlines visible. Built for UK and EU regulatory frameworks with quarterly reporting in mind.
Cash Flow
Forecast with Clarity
CSV forecast templates and business finance guides give operators a 13-week rolling view of cash position. Plug your own numbers in and model scenarios without spreadsheet engineering.
Ready to Move Beyond Templates?
Our integrated bookkeeping platform automates journal entries, reconciliation, and report generation — so your finance team spends less time in spreadsheets and more time on strategy.