Templates & resources
Every product is delivered instantly after checkout and works in both Excel and Google Sheets.
Sole Trader Income & Expense Tracker
A complete bookkeeping spreadsheet built for UK sole traders. Enter your income and costs as they happen and the tracker categorises everything, totals your allowable expenses and shows your running profit month by month — ready for your Self Assessment.What's included Monthly income and expense logs with drop-down categories Automatic profit and loss summary Allowable expense categories aligned to HMRC boxes Mileage and home-office working sheets Step-by-step setup guide Format: Excel + Google Sheets. Delivery: instant digital download.
Tax Set-Aside Calculator
Never be surprised by a tax bill again. Enter your profit and this calculator works out your estimated Income Tax, Class 2 and Class 4 National Insurance, and tells you the pound amount to move into your tax savings pot each month.What's included Estimated Income Tax and National Insurance Monthly set-aside amount and savings tracker Payment on account forecasting Scenario view for a good month vs a quiet month Format: Excel + Google Sheets. Delivery: instant digital download. General guidance, not personal tax advice.
Small Business Bookkeeping Bundle
The complete set: income and expense tracking, tax set-aside, cash flow forecasting, invoicing and a year-end checklist. Everything you need to run tidy books from your first invoice to your Self Assessment.What's included Income & Expense Tracker Tax Set-Aside Calculator 12-month Cash Flow Forecast Invoice template pack Year-end checklist and record-keeping guide Format: Excel + Google Sheets + PDF. Delivery: instant digital download.
12-Month Cash Flow Forecast
Plan a full year of money in and money out. Model your expected sales, fixed costs and one-off purchases, and watch your closing bank balance update instantly so you can spot a squeeze months in advance.What's included Rolling 12-month forecast with opening and closing balances Fixed vs variable cost breakdown Best case / worst case toggle Simple charts you can drop into a funding application Format: Excel + Google Sheets. Delivery: instant digital download.
Invoice & Quote Template Pack
Six editable invoice and quote templates with automatic numbering, VAT-ready lines and payment terms wording that actually gets you paid. Includes a simple log so you always know what's outstanding.What's included Six invoice and quote designs Automatic totals and optional VAT lines Outstanding invoice tracker Polite payment chaser email scripts Format: Excel + Word + PDF. Delivery: instant digital download.
Accounting Student Study Pack
A revision pack for AAT and first-year accounting students. Worked examples take you from double-entry basics through trial balance, accruals and prepayments to a finished set of financial statements — with practice questions and full answers.What's included 90-page workbook with worked examples Practice questions with full solutions Excel practice files for ledgers and trial balance Ratio analysis cheat sheet Exam-day revision summaries Format: PDF workbook + Excel practice files. Delivery: instant digital download.