Documents for Business
In excess of 1,000 customisable documents covering every conceivable business issue.Search all documents in Documents for Business
Capital investment proposal
Capital investment proposalCapital investment in new equipment or facilities is usually a significant sum. It could be funded from internal resources or it may require a new source. In either case, a well thought through proposal will ensure that you... Read more
Bid budget workbook
Bid budget workbookBidding for projects can be a risky business, particularly when the price will be set in advance. Bidding at a price that does not include each element of the work to be carried out will result in lower than expected profits or eve... Read more
Premises move budgeting tool
Premises move budgeting toolIf you've been asked to come up with a budget for the cost of physically moving the company, what should you include in it?Associated costsThe key to a successful move is meticulous planning and good communication with ever... Read more
Break-even point calculator
Break-even point calculatorBeing clear about the distinction between fixed and variable costs in your business will enable you to more accurately work out the break-even point of any given project. Use our calculator to help you do this.Break-even po... Read more
IRR and NPV workbook
IRR and NPV workbookIRR (internal rate of return) and NPV (net present value) are discounted cash flow approaches and are widely used for investment appraisal. Whilst they are based on the same ingredients, the results differ, so you'll need a methodo... Read more
Business valuation model
Business valuation modelThere's no right or wrong answer to how much a business is worth. Ultimately, a business is worth what someone else will pay. However, there are some basic rules of thumb to help you to calculate an indicative range of values.T... Read more
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
Download each file separately
