Practical UK templates, checklists and calculators to get clarity, stay compliant and make better decisions today.

Most Popular

52-Week Rolling Cashflow Forecast Template

Format: Excel (.xlsm)
Best for: Owners who want full visibility of cash week-by-week.
What you’ll get:

• A ready-built 52-week model (income, costs, VAT, payroll).
• Simple inputs + dashboard view.
• “Archive & Roll” to keep it live each week.

Updated Oct 2025 · UK-specific

Want it set up for your numbers? Book a 20-minute call.

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Most downloaded this month (Oct’25)

Director Pay Planner (salary/dividend/CT model)

Format: Excel (.xlsm)
Best for: Owners who want full visibility of cash week-by-week.
What you’ll get:

• Side-by-side salary vs dividend outcomes.
• Corporation Tax/NIC interactions shown clearly.
• Quick scenarios for multiple profit levels.

Updated Oct 2025 · UK-specific

Need a dividend review before year-end? Book a call.

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Sole Trader Tax Calculator 2025-26 (incl. Student Loan)

Format: Excel
Best for: Self-employed owners who want to see what they’ll actually pay.
What you’ll get:

• Income Tax, Class 2/4 NIC, and Student Loan (Plan 1/2/4 + PG).
• Editable assumptions and a clear summary page.
• Worked example to check your numbers.

Updated Oct 2025 · UK-specific

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DIY Bookkeeping Checklist for SMEs

Format: PDF + optional Google Sheet
Best for: Teams keeping books in-house who want fewer month-end surprises.
What you’ll get:

• Weekly/monthly routines that prevent cleanup work.
• “Who does what” and “when” to keep momentum.
• Short notes on common pitfalls to avoid.

Updated Oct 2025 · UK-specific

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For Company Directors

Limited Company Setup Pack 25/26

Format: PDF
Best for: New companies or switching accountants — get the basics right from day one.
What you’ll get:

• Registration/deadline checklist.
• PAYE/VAT setup pointers.
• First-90-days admin map.

Updated Oct 2025 · UK-specific

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Heights Management Accounts Mini-Playbook

Format: PDF
Best for: Owners who want tighter monthly reporting that drives action.
What you’ll get:

• The essential reports to review each month.
• A simple “meeting cadence” to keep score.
• Practical examples of useful KPIs.

Updated Oct 2025 · UK-specific

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Cashflow & Funding

Lender Readiness Checklist

Format: Excel + PDF
Best for: Businesses planning to apply for loans, asset finance, or overdrafts.
What you’ll get:

• Documents and numbers lenders expect.
• A tidy-up list to fix gaps before you apply.
• Submission-ready checklist.

Updated Oct 2025 · UK-specific

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Heights Cashflow Clarity Guide

Format: PDF
Best for: Owners who want a clear, non-technical walkthrough of cash drivers.
What you’ll get:

• How cash moves through your business (with simple visuals).
• Common bottlenecks and how to relieve them.
• A practical action list to improve cash runway.

Updated Oct 2025 · UK-specific

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Self-Employed

Setup Checklist — Self Employed

Format: PDF
Best for: New sole traders who want to stay compliant without overwhelm.
What you’ll get:

• Registrations and deadlines in the right order.
• Simple record-keeping routines.
• What to keep (and what to bin) for HMRC.

Updated Oct 2025 · UK-specific

Construction & CIS

CIS Setup Checklist

Format: PDF
Best for: Contractors and subcontractors getting CIS right from the start.
What you’ll get:

• Registration steps in plain English.
• Verification and deduction basics.
• First return timeline so you don’t miss a beat.

Updated Oct 2025 · UK-specific

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CIS GPS Readiness Check

Format: PDF
Best for: Construction businesses preparing for GPS-linked job tracking and evidence.
What you’ll get:

• A readiness assessment of your current processes.
• Data points you’ll need to capture.
• A simple action plan to close the gaps.

Updated Oct 2025 · UK-specific

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