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Guides and tools that do the first 80% for you
Plain-English templates, guides and ready-to-use Excel tools, written by a chartered accountant. Pay securely and download straight away.
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New · Financial Literacy Series
55 guides and Excel tools for UK money in 2026
Property, side hustles, company deadlines, debt, scams, startups, exits and charities. 11 vaults of five, from £9 each, or the whole library for £199.
Browse the series- Vault 01The Property Ladder Vault
- Vault 02The Launch Vault
- Vault 03The Compliance Vault
- Vault 04The Charity Starter Vault
- Vault 05The Debt-Free Vault
- Vault 06The Privacy Vault
- Vault 07Scam-Proof Money Pack
- Vault 08Finance Manager in a Box
- Vault 09Founder's Finance Stack
- Vault 10Know Your Number Exit Bundle
- Vault 11Trustee Finance Toolkit 2026
Templates
Templates for small organisations
AI Use Policy Template
£29A short, practical AI use policy for small organisations, with guidance notes for each clause.
DOCX · PDFViewTrustee Finance Oversight Pack
£49The questions, checklists and report layouts trustees need to oversee the finances with confidence.
DOCX · XLSX · PDFViewInternal Controls Self-Assessment Workbook
£39A guided workbook to test your own controls area by area, with a red, amber, green summary that builds itself.
XLSXViewMonth-End Close Checklist and Tracker
£19The same steps every month, signed off and dated, so nothing slips.
XLSXViewCash Flow Forecast Template
£29A 13-week and 12-month cash flow forecast that is easy to update and easy for a board to read.
XLSXView
Bundles
Or get the set and save
Starter Bundle
£99£116
Four essential templates in one download, for less.
See what's includedFull Toolkit
£149£165
Every template in the shop, in one download.
See what's includedTemplates are general guidance for you to adapt. They are not legal advice and do not by themselves make an organisation compliant with any law or standard. If you want help tailoring them, the Policy & Governance Pack does it for you.
Start with five minutes, not a big project
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