Free tools
Free tools for business owners
These are the checks I run in the first month with a new client, turned into tools you can use yourself. Pick the question that's on your mind. Most take 5–10 minutes and need nothing more than last year's accounts. If you'd like a second opinion on what one shows you, send it to me.
Cash
Can I see what's coming?
See a tight month coming weeks before it arrives.
Template · Excel
13-week cash flow forecast
The rolling forecast I build for every new client, so you can see the next three months before they arrive.
DownloadSee a worked example (PDF)Profit
Where is my profit leaking?
Find the quickest routes to more profit from the business you already have.
Calculator · 3 steps
Seven Levers Calculator
See, in pounds, what 1% on price, volume or costs is worth to your business.
StartSee a worked example (PDF)Scorecard · 28 questions
Pricing Health Check
Find out how much profit your pricing could be leaving on the table.
StartSee a worked example (PDF)Diagnostic · 128 questions
Profit Diagnostic
A full profit review with a prioritised action list and a 90-day plan.
StartSee a worked example (PDF)Growth & funding
Can I afford to grow, and fund it?
Check the business can carry growth, how much cash it will need, and what a lender will look at.
Scorecard · 5 minutes
Growth Scorecard
Score 24 statements and see whether growth will strengthen or strain the business.
StartSee a worked example (PDF)Calculator · 3 steps
Funding Growth Calculator
See how much cash your growth plan will eat before it pays back, and how fast you can grow from your own cash.
StartSee a worked example (PDF)Scorecard · 6 minutes
Funding Readiness Quiz
Score yourself out of 100 and see which funding is likely to fit.
StartSee a worked example (PDF)Guide · 24 pages
Levers for Growth
Where growth really comes from, how to fund it, and a 90-day plan to act on.
Get the guideGuide · 34 pages
UK SME Funding Handbook
Every main funding option, what it costs, and what to do when the bank says no.
Get the guideCustomers
Where are we losing customers?
Follow the journey from first enquiry to referral and see what the gaps are costing you.
Scorecard · 7 minutes
Customer Journey Scorecard
Score seven stages of your customer journey and see the profit and cash at stake.
StartSee a worked example (PDF)Finance
Is my finance function giving me what I need?
Find where finance costs you time and where the risks are.
Diagnostic · 8 minutes
Finance Efficiency Diagnostic
Score your finance function across five areas and get a prioritised action plan.
StartSee a worked example (PDF)Not sure where to start?
Tell me what's on your mind and I'll point you to the right one.
Book a 20-minute call