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Business Tools

Downloadable tools to help
your business prosper

Business Tools

Downloadable tools to help your business prosper

Business strategy template

Business strategy is essential, whether you’re looking to start or buy a business, or just trying to get your house in order. Use this strategy document as a guide, benchmark and overview for potential investors.

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12-month profit and loss projection tool

Use this worksheet to project and record profit and loss throughout the year. This tool will help you monitor your activity and show whether your business model is viable.

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Employee KPI and performance review template

Use this KPI document to assess your employees’ performance and help them develop the skills they need to grow. Get to the bottom of what makes your employees tick and identify areas for improvement and growth.

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The all-in-one EOFY tool

Get on top of your end of financial year (EOFY) plan with this all-in-one EOFY tool! Use this worksheet to record and track your EOFY regulatory requirements maximise your deductions with our expense calculator.

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Marketing Calendar Template

Marketing works best when it’s strategically planned. This marketing calendar will help you create a wholistic marketing plan that meets your objectives, tracks spending, reaches your target audience and increases your customer base.

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Cash flow forecast template

Take the stress out of cash flow forecasting with these easy-to-use tools that will help you better manage and forecast your businesses cash flow.

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