Documents for Business

In excess of 1,000 customisable documents covering every conceivable business issue.
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Letter chasing payment before legal action

Letter chasing payment before legal actionLate payment by customers is just one of the problems an accountant has to face. Fortunately, there is a way to wake up the people who owe you money, and get them to do something about it.Last chanceMost busi... Read more
 
 

Payment reminder letter

Payment reminder letterThere's nothing wrong with expecting to be paid for goods or services that you have supplied, and all businesses should understand this fact. However, if your customer hasn't paid you, the normal procedure is to send them an effe... Read more
 
 

Remittance advice for credit card payments

Remittance advice for card paymentsUnfortunately, there's an increasing trend for cardholders to reject transactions when they eventually appear on their statements. If you intend to ask more of your customers to pay by credit or debit card, there's so... Read more
 
 

Target costing template

Target costing templateIn tough times, calculating your prices by adding a profit margin to cost can result in your products becoming uncompetitive. However, you might be able to beat your competition by using target costing to help set prices. What ... Read more
 
 

Structure for a business plan

Structure for a business planConfusing a financial budget with a business plan will lead your organisation into the trap of repeating past performance. What are the key features of a good business plan?Strategies and objectivesA good business plan dr... Read more
 
 

Overhead allocation calculator

Overhead allocation calculatorIf your company charges by the hour or day, you need to include an element for overhead costs when you calculate the billable rates. What's the best way to allocate the overheads across your billable staff?three methodsTh... Read more
 
 

Questioning a sales forecast

Questioning a sales forecastThe sales forecast is perhaps the most important set of numbers to come out of the budgetary process. The sales figure is the driver for all direct expenses and some indirect ones. It's used to predict the cash flow forecas... Read more
 
 

Scenario planning template

Scenario planning templatePredicting the future is never easy, and that's particularly the case when developing business plans. Budgets can become outdated or even an impediment to financial decision-making. How can you rise above this problem?Key var... Read more
 
 

Capacity planning

Capacity planning Staff capacity is comprised of the number of people, their roles, skills, experience, motivation and potential. Capacity may be made up from permanent full and part-timers through to temporary staff. However, how can you demonstrate... Read more
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