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REsources


Boost your potential


Whether you are just starting out or looking to expand your existing business, our tools and templates can help you achieve your goals. Here you will find a variety of resources to help you run your business more efficiently and effectively. We understand that running a business can be challenging, and we are dedicated to providing you with the resources and support you need to succeed.


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Tools

Cash Flow Forecasting Template: This Excel template can assist in making decisions and staying on track. Download here (Microsoft Excel needed to open)


Cash Reserves Checklist: Cash in the bank can act as a buffer and help you better weather the ups and downs you may encounter in running your business. Using this cash reserves checklist can get you prepared.  Download here


Unlocking the Cash in Your Business: If your business is short of cash, the money you need might already be there locked up in stock, assets or your debtors’ book. Read more on creating cash reserves.

An Overview of SBA Loans: The Small Business Administration’s (SBA’s) loan program is designed to help small business owners get the financing they need to run their business. Read our article on the giving overview of SBA loans to find the right fit for your business.

Business Loan Definitions: Whether you are starting a new business or growing your existing business, knowing which loan is right for you means understanding the different types of lending. These business loan definitions can help when it is time for you to access funding.

Tools

Cash Flow Forecasting Template: This cash flow forecasting tool can assist in making decisions and staying on track. Download here

Financial Performance Plan: When looking to improve profit, knowing where you stand financially is the place to start. Our financial performance one page plan can help map out a strategy. Download here


Managing Seasonal Demand: If your business experiences fluctuations in sales depending on the seasons, buying cycles or holidays, find out how to maximize sales during peaks and minimize losses in the troughs. Read more on managing seasonal demand.

Tools

Marketing Strategy Plan: Following a marketing strategy can help your business lay out your plans to find and attract potential customers, build your credibility, and foster customer loyalty. Use this one page plan to create your strategy. Download here


Business Growth Checklist: Growing a business can be challenging. Use this business growth checklist to map out what to do and where to start.  Download here


Marketing Plan Template: A well-crafted marketing plan can boost your business. Use this marketing plan template to maximize your potential. Download here


Business Plan Template: A business plan is an essential tool for any business whether you're just starting out or looking to grow. It can help you clarify your vision, make informed decisions, and achieve your goals.  Download here


Marketing Habits Checklist: Effective marketing can help a business grow. Use our marketing habits checklist to see how you stack up against best practices and see what can be improved. Download here


Six Numbers to Track Your Growth: Every business will have their own critical success factors to indicate how well they are doing. However, there are a number of ratios which are easy to monitor that are commonly used by businesses to keep tabs on how they’re tracking. Read more about the six numbers to track growth.

Tools

Cybersecurity One Page Plan: This plan focuses on key cybersecurity and data protection activities, including strong password practices, multifactor authentication, and securing Wi-Fi from threats. Download here

Cybersecurity Checklist: Cybersecurity is a constantly changing threat landscape that can leave your organization vulnerable. This checklist provides measures can help protect your organization. Download here


Articles

Cybersecurity FAQ's: Our comprehensive Cybersecurity FAQ addresses key questions about online safety, covering topics from malware basics to data protection best practices. Enhance your cybersecurity knowledge to protect your digital life. Cybersecurity FAQ's

Common Social Engineering Scams to Avoid: A social engineering scam is any scheme designed to trick people out of money or steal their personal information that uses or is delivered via digital communications. Learn more on how to protect yourself against social engineering scams

Protecting Your Business Online: There are several risks that you’ll face in business from cybercrime and loss of data to potential denial of service ransom requests. Protect your business from anything that may impact your survival and growth.

Securing Home Networks: Employees or business owners working from home and rely on an internet connection are at risk of being compromised. Learn how to secure home networks for yourself and employees.