Courses & resources
Business in a Box
Business in a Box
Make running your business effortless with Business in a Box, which includes 12 easy to use templates, checklists and printables to help you deal with admin, bookkeeping and tax. Click the button below for a full list of what's included and how they can help you and your business.
Business in a Box is the ultimate resource kit to make running your biz a breeze.
It includes 12 amazing, easy to use templates, checklists and printables to help you deal with tax, accounting and getting paid.
- Business plan template - without a plan, your business won't reach its full potential. This business plan template includes sections for brainstorming your products or services, short to long-term business targets and market research to help your business succeed.
- Tax return checklist - fly through your Self Assessment tax return stress-free with this checklist which tells you everything you need to know to file your tax return.
- Tax-deductible expenses - this printable list will help you to save money on your tax return by telling you every purchase you can claim as a business expense.
- Income and expenses tracker template - bookkeeping has never been more simple than using this spreadsheet to enter your business transactions - it works everything out for you!
- Invoice tracker template - use this template to stay organised and up to date with which clients have paid you, and see who you need to chase up at a glance.
- Invoice checklist - you won't have to worry about forgetting to update your bank details with this detailed checklist.
- Invoice template - impress your clients with polished, branded invoices.
- Client contract checklist - save yourself from embarrassing errors by using this checklist before sending a new contract to your client.
- Client contract template - protect yourself from clients refusing to pay you or disputing the work you agreed on with a professional contract template, which you can customise to match your brand.
- Making the leap checklist - complete this list before leaving regular employment to make the transition to full-time business owner smooth and pain-free.
- Financial tables template - work out your prices, budget and cash flow to protect you from going broke with this helpful spreadsheet.
- Customer avatar template - knowing your customer is one of the most important aspects of running a business. If you don't know who your customer is, how can you serve them? Use this customer avatar template to focus on who you're helping and how you can solve their problems.