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Get your free Small Business Toolkit

Get the business essentials you need to grow your small business with confidence. Download your free toolkit and dive into useful resources and actionable insights.

72% of small businesses remain confident about their success

These businesses have been through some challenging times, including the cost-of-doing-business crisis. To be that confident, they had to get the basics right.

That's why we put this toolkit together – to help you run your business efficiently. It provides actionable resources that help you simplify essential processes,  save time and feel more secure that your business is under control.

The toolkit comes in a ZIP file and consists of 7 documents that you'll need to unzip. For the best viewing experience use Microsoft Word and Microsoft Excel.

All statistics are sourced from the Sage Small Business, Big Opportunity report 2023.

Inside the toolkit

  • How to use this toolkit
  • Cloud accounting software checklist
  • Business plan template
  • Invoice templates
  • Cash flow forecast template
  • Employee onboarding checklist
  • Payslip template

Managing your finances

Economic fluctuations, rising costs and customers tightening their belts – it's never been more important to stay on top of your finances. Focus on the fundamentals with these resources:

  • Cloud accounting software checklist: size up the solutions that will help reduce the time spent on manual accounting tasks.
  • Business plan template: map out the next steps for your business with this living document.
  • Invoice template: give your customers everything they need to pay you quickly.
  • Cash flow forecast template: create a forecast with this template so you can feel more confident about your cash flow.

Managing your people

Happy employees are an essential part of improving productivity. Make sure you get the basics right with these resources.

  • Employee onboarding checklist: cover off everything your new recruits need to get started and create a lasting impression.
  • Payslip template: create a consistent, clear and compliant experience for your employees.

Get more than just great software

Award-winning support

Experts on hand helping you get the most out of your software so you can be more productive.

Member Masterclass

Dip into talks and articles from the world's leading experts to help with business challenges, like using innovation to create impact.

Community Hub

A trusted space where Sage users connect, collaborate, and grow. Share your insights, find solutions, stay up to date, and get the most out of Sage. 

Business advice

Access a wealth of practical advice on a range of business topics.

Learning

Master the full power of your software with comprehensive learning resources.

Software certification

Take courses, earn certifications and stand out from the crowd.

Get business confident with the Sound Advice podcast

Hear unfiltered stories from today's business leaders.

Disrupt with bold branding

Discover how Rude Health co-founder Camilla Barnard successfully disrupted the health food industry with her beautifully bold branding.

Ditch the 9 to 5

Aron Gelbard reveals how he had the confidence to leave his stable career to start Bloom & Wild, which he's grown into a superbrand.

How Gousto is using AI

Learn how Gousto founder Tim Boldt has embraced AI and technology to deliver a better and more sustainable service to his customers.

Empower yourself on a budget

Learn how PR trailblazer Lynne Franks shaped the industry, and discover how she's empowering more women to create businesses.

Unrivalled business advice

Members of the Sage community get exclusive benefits including the Sound Advice Podcast and talks, articles and expert advice in Member Masterclass.

How do purchase orders work?

How do purchase orders work?

Learn how the purchase order process works, from creation to payment. Discover how to create a purchase order and manage supplier relationships effectively.

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General journal vs general ledger: What's the difference?

General journal vs general ledger: What's the difference?

Understand general journal vs general ledger: learn what they are, their purposes, and how they work together to support your accounting system effectively.

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Understanding the accounts payable process: The ultimate workflow guide 

Understanding the accounts payable process: The ultimate workflow guide 

Learn about the accounts payable process and the power of AP automation to streamline your accounts payable workflow and improve cash flow control.

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What is accounts payable? (Definition and examples)

What is accounts payable? (Definition and examples)

Understand accounts payable, how it works, and how to manage outgoing payments with confidence.

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Step-by-step balance sheet reconciliation (with examples and best practices)

Step-by-step balance sheet reconciliation (with examples and best practices)

Learn the essential steps and see practical examples of balance sheet reconciliation. Our in‑depth guide helps you reconcile with clarity.

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What is invoice factoring? 

What is invoice factoring? 

Learn everything about invoice factoring for UK businesses, including benefits, how it works, and whether it's right for your company.

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What is an invoice? Definition and examples

What is an invoice? Definition and examples

What is an invoice? Learn key elements, examples, and how to use them to manage your business finances.

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What is a purchase order? 

What is a purchase order? 

Learn what a purchase order is, how it differs from invoices, and why POs are essential for managing your business finances efficiently.

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