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Keeping on top of your finances is a top priority for any business owner. To make your life easier, we’ve provided four key finance templates for you to download just below. We’ve also provided links to other useful Informi content to help you get a better handle on business finances. 

10 bookkeeping shortcuts for an easier life

Few people go into business for the bookkeeping. But it is a fundamental part of keeping on top of your finances. So, how can you make your life easier?

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Accountant calculating the Saving Account Book and Statement of financial statements at home. Accountancy Concept.
1:43

Video: What is a balance sheet?

A balance sheet is one of the major financial statements used by a business owner or accountant. Also referred to as the statement of financial position, this document shows the value of a business in terms of its asset and its liabilities i.e everything the company owns and owes.

How to understand your balance sheet

What is the true value of your business? Our comprehensive guide will help you use and interpret the financial information on your balance sheet. 

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Business man investment consultant analyzing company annual financial report balance sheet statement working with documents graphs. Concept picture of business, market, office, tax.
1:50

Video: What is a profit and loss account?

A profit and loss account (also known as P&L) is one of two main statements (the other is the balance sheet) that is prepared to measure the performance and position for a business for a period of time – ie a month, quarter or year. The following video uses practical, true-to-life examples to guide you through profit and loss in a business setting, explaining how it is used and what the benefits might be.

How to understand your profit and loss account

Are you actually making a profit? And what about your margins? Our guide will help you use our P&L template and assess your business performance. 

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how to make someone redundant
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Video: Creating your cash flow forecast

by Informi

Cash flow is crucial to all businesses – particularly when considering small business and startup costs. In simple steps this short video will teach you the value of proper cash flow forecasting, describing some key accounting concepts such as net movement. It will lead you though through the process of creating a cash flow forecast and explains why such a forecast would be used in a business context.

How to forecast cash flow

How do you anticipate surpluses and shortfalls? Our guide will help you to take action to improve your cash position.  

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AAT Business Finance Basics

AAT Business Finance Basics are a series of online e-learning courses covering the core financial skills every business needs. They draw from AAT’s world-leading qualifications and will quickly build your knowledge on key topics including bookkeeping, budgeting and cash flow.

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