Free Bookkeeping Resources for your Business
Practical guides, checklists and worksheets, to help you get on top of your numbers.
Bookkeeping has a habit of being the job that gets left until the last minute. It doesn't have to be that way.
This is where you'll find free, practical resources, to help you understand your numbers, stay organised and feel more in control of your business finances.
Everything here is written in plain English, because no question is ever a silly one.
Pick the resource that suits you, pop your email address into the short form, and your download will be on its way.
The Pay Yourself Starter Kit for Sole Traders and Limited Companies
Running a business but not sure how, or how much, to pay yourself? Let's sort that out.
Knowing how to pay yourself is one of the most important financial decisions you'll make, and one of the most commonly guessed at. This step-by-step kit walks you through working out what your business can genuinely afford, setting tax aside first, and choosing a pay method that suits your structure. A simple worksheet helps you put your own numbers in and build a pay plan you can stick to.
What you'll get:
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A clear six-step process, from knowing your numbers to setting up a regular pay day
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Guidance for sole traders, partnerships and limited company directors (drawings, salary and dividends explained simply)
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A fill-in worksheet and action checklist to build your own pay plan and review cycle
Who it's for:
Sole traders, partners and limited company directors who want to pay themselves with confidence, and keep their tax pot in good shape.
The Monthly Money Checklist
A simple routine to stay on top of your cash flow, without living in your accounts.
Set aside around 30 minutes once a month and this checklist takes you through the essentials: how much cash you have, who owes you money, what's going out, and what to put aside for tax. It's designed to help you spot surprises early and make calmer, better-informed decisions. There's even a space to jot down questions for your bookkeeper or accountant.
What you'll get:
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An eight-section tick-off routine covering cash flow, sales and income, spending, tax and VAT, and profit
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A "cash actions" section with simple steps to take when money feels tight
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A "number focus" prompt and a notes page for your questions, decisions and anything unusual
Who it's for:
Busy business owners who want a quick, regular money habit, whether you do your own bookkeeping or work with someone else.
The A-Z Guide to Expenses for Your Limited Company
Claim what you're entitled to, and keep things tax-efficient and stress-free.
Not sure whether you can claim it? This easy-to-dip-into A-Z covers the expenses limited companies commonly ask about, from accommodation and advertising to vehicles and training. Each entry gives a straightforward explanation, with helpful flags where something may need a closer look. It's built around the "wholly and exclusively for business" rule of thumb, so you know what to ask before you spend.
What you'll get:
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A practical A-Z list of common limited company expenses, in plain English
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Pointers on where personal use or benefits in kind could affect what you can claim
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Handy reminders of when it's worth checking with your accountant or bookkeeper first
Who it's for:
Limited company directors (this guide is for limited companies only; sole trader rules can differ).
New resources are added every quarter. Keep an eye on this page for fresh guides, checklists and worksheets, all free to download.
Still have questions? Let's talk.
If one of these resources has raised more questions than answers, that's completely normal, and it's a good sign you'd benefit from a friendly chat. Whether you're in a bit of a pickle or just want some reassurance, I'm always happy to help.