Documents for Business

In excess of 1,000 customisable documents covering every conceivable business issue.
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Payback period calculator

Payback period calculatorYou may be asked to help decide which resources within your business to allocate to certain projects. One way of doing this is to compare the payback period of those competing for investment.PaybackObviously, what needs to be... Read more
 
 

Audit preparation schedule

Audit preparation scheduleOne of your busiest times will be the annual audit. Good preparation for the auditors makes a big difference to the time they take and the amount of disruption suffered by the finance team and the company's management. As aud... Read more
 
 

Evaluating the finance function

Evaluating the finance functionIf you've been asked to justify the number of staff in your accounts department and want to understand how much value they're adding, you'll need to record the time spent by your team on the different finance functions and... Read more
 
 

Employee loan agreement

Employee loan agreementLoans to employees provided for the purchase of season tickets, cars, bikes or any other purposes must have documented terms and conditions so that confusion is avoided at a later date. This benefits both the company and the em... Read more
 
 

Advance of salary letter

Advance of salary letterPaying an employee a salary advance is something you probably discourage. However, you may need to do this from time to time, particularly with new starters. What documentation will you need to ensure your business can automat... Read more
 
 

Corporation tax computation

Corporation Tax computationMost businesses show a monthly provision for Corporation Tax (CT). Usually this is calculated as a percentage of profit before tax (PBT). If you want a figure closer to what the actual tax charge might be, you'll need to mir... Read more
 
 

Critical success factors plan

Critical success factors planIt can sometimes be extremely difficult to get everyone in the finance team pulling in the same direction and focusing on the true essentials. That's where a critical success factors (CSFs) plan can help. Critical success ... Read more
 
 

Dividend calculator

Dividend calculatorDividends are often declared in private companies because it's tax-efficient for the owner-directors to be remunerated this way. However, there are times when you may need to justify the amount paid. Funding requirementDividend vers... Read more
 
 

Stock turnover calculator

Stock turnover calculatorMany businesses believe that they consistently carry more stock than is needed. As holding stock means tying up cash, then ideally you would want to keep stock at minimum levels to meet sales forecasts and keep production run... Read more
 
 

Work in progress monitoring tool

Work in progress monitoring toolWhether your company manufactures goods or supplies services, work in progress (WIP) control is an important element of working capital management. Excess WIP costs money and in the worst cases can end up being unbilla... Read more
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