Financial Business Planning

Home | Financial Business Planning | Finance Business Records | Business Development | Help with Business Debt

Financial Business Planning

• Business Plan

  1. • • Reasons to have a business plan

       • Business Plan Scope

       • Create a Business Plan

       • The Prince's Trust Business Plan Template

       • Business Plan Template

• Director Income

  1. • • Taking PAYE salary

       • Taking Director Dividends

       • Pension Contributions
         
         

• Business Finance

  1. • Business Banking

       • • Reason for a Business Bank Account

         • Types of Business Bank Account

         • Open a Business Bank Account

         • Signing Instructions

         • Business Bank Charges

     • Small Business Freebies

       • • 10 popular freebies

         • Free Software

         • Free Business Resources

     • Business Insurances

       • • Why do I need Business Insurance?

         • Types of Business Insurance

         • How do I get Business Insurance?

         • Invalid Claims

     • Payment Obligations & Recovery

       • • Making prompt payments

         • The Prompt Payment Code

         • Receiving prompt payments

         • What must business invoices include?

         • Payment terms

         • Claim debt recovery costs

         • Recovery of debt owed to your business

• Financial Software

  1. • Benefits of Financial Software

     • Cost of Financial Software

     • GOV UK Tested Accountancy Software

• Managing Business Risk

  1. • Types of Business Risk

     • Create a Business Risk Register

     • Maintain your Risk Register

     • Business Contingency Fund

       • • Importance of business contingency

         • Start a contingency fund

         • Calculate operational expenses

     • Business Laws

       • • Importance of Business Laws

         • Types of Business Formation

         • Laws & Regulations

         • Helpful Governance Agencies
           
           

1. Finance Business Records

> Document Retention

> Self-employed records
> Companies registered with Companies House
> Inspection of records
> Digital Receipts
        > Making Tax Digital
        > Benefits of Digital Receipts
        > Free Digital Records Storage

• • Reporting & Filing

    • • Companies House Online Filing

        • • Register for online filing

          • What needs to be filed?

          • Annual Confirmation Statement
            File a confirmation statement

      • Corporation Tax

        • • What is corporation tax?

          • Completing a corporation tax return

          • How is corporation tax calculated?

      • Dormant Accounts

        • • What are dormant accounts?

          • File Dormant Accounts

          • Dormant Accounts Example

      • Self-employed Tax Return

        • • Deductible Expenses

          • Non Deductible Expenses

          • Gather Financial Records

          • Completing the Tax Return

      • Tax Compliance Checks

        • • What triggers a compliance check?

          • How are checks undertaken?

          • After the check

          • Appeal a Decision

      • Small Business Accounts

        • • Important: New Legislation

          • Cash basis accounting

          • Information for Cash Basis Accounts

          • Prepare Cash Basis Accounts

          • Accrual Accounting

          • Information for Accrual Accounts

          • Prepare Accrual Accounts

      • Actuals

        • • What are Actuals?

          • Information for Actuals

          • Calculate Actuals

          • Check for Differences

      • Balance Sheet

        • • What is a balance sheet?

          • Create a balance sheet

      • Bank Reconciliation

        • • What is bank reconciliation?

          • Information for a bank Reconciliation

          • Perform a bank reconciliation

          • Check for Differences

      • Cash Flow Forecast

        • • Create a Cash Flow Forecast

          • Types of business expenses

          • Detailed expenses

          • Types of business income

          • British Bank Free Template

      • Fixed Asset Register

        • • What is a fixed asset register?

          • Create a Fixed Asset Register

          • About Depreciation

          • Calculate depreciation

      • Petty Cash

        • • What is petty cash?

          • Start a petty cash fund

          • Check a petty cash difference

      • Profit & Loss Statement

        • • What is a profit & loss statement?

          • Create a profit & loss statement

      • Glossary of Accountancy Terms

        • • A to Z Glossary of Accounting Terms

  • Untidy Accounts

    • • Tidy up your accounts

      • Order your expenses & receipts

      • Untidy accounts - penalties

      • Set up a spreadsheet

      • Spreadsheet Formulas

2. Business Development

• Small Business Grants

  • • Available Small Business Grants

    • How to apply for a Grant

• Marketing & Advertising

  • • • • Importance of marketing & advertising

        • Types of marketing & advertising

        • Advertising laws

    • Market Research

      • • Why is market research important?

        • Market research methods

        • Evaluate market research data

    • Online Advertising

      • • Tips to start advertising online

        • Search Engine Optimisation

        • Pay-per-click

        • Free Websites

    • Free Advertising

      • • Free advertising options

        • Set up Google My Business

        • Word of mouth

    • Social Media Campaign

      • • Social Media Strategy

        • Set up a Facebook campaign

        • Set up an Instagram campaign

        • Set up a Linkedin campaign

        • Set up a TikTok campaign

        • Set up a Twitter campaign

• Networking

  • • • • Benefits of networking

        • Where to & how to network

        • How to write a 30 second pitch

    • Video Networking

      • • Benefits of video networking

        • How to join a Google Meet

        • How to join a Microsoft Teams meeting

        • How to join a Zoom meeting

• Successful  Business Tips

  • • New Business - 10 Top Tips

    • Existing Business - 10 Top Tips

    • Research your business idea

    • Study the competition
      
      

3. Help with Business Debt

• • Financial Distress

    • • Signs of Financial Distress

        • • What is financial distress?

          • Where to spot signs of financial distress

          • Typical signs of financial distress

          • Insolvent Distress

      • Insolvency Test

        • • Cash Flow Test

          • Balance Sheet Test

          • Legal Action Test

      • Liability for Business Debt

        • • Types of Business Debt Liability

          • Personal Guarantees

          • Wrongful Trading

          • Insolvent Trading

          • Fraudulent Trading

          • Statute Barred Debt

          • Challenge a Statute Barred Business Debt

      • Other Business Debt Options

        • • Breathing Space rules for Business

          • Individual debt solutions

      • Statutory Demand - Business

        • • What is a statutory demand?

          • Statutory Demand Process

          • Challenge a Statutory Demand

  • Business Debts

    • • Bounce Back Loan Debt

        • • What is a bounce back loan?

          • Options for Bounce Back Loan Debt

      • Coronavirus Business Interruption Loan

        • • What is a Business Interruption Loan

          • Options for CBIL Debt

      • HMRC Tax Debts & Fines

        • • Time to pay agreements

          • HMRC Recovery Powers

          • Reasonable excuses

          • How to appeal

      • VAT Debts & Fines

        • • VAT late filing penalties

          • Late interest payments

          • Consequences of non-payment

          • Options for VAT debt

  • Business Rescue

    • Administration

      • • • What is company administration?

          • When is it a good option?

          • Administration Process

    • Business Debt Restructuring

      • • • Types of debt reorganisation

          • Advantages of debt restructuring

          • Disadvantages of debt restructuring

• • • Company Voluntary Arrangement

      • • • What is a CVA?

          • Is a CVA a good option?

          • Setting up a CVA

          • Potential problems & risks with a CVA

          • CVA Costs

    • Investment Options

      • • • Types of investors

          • Advantages of investors

          • Social investors

          • Disadvantages of investors

    • Mergers & Acquisitions

      • • • What are mergers & acquisitions?

          • Mergers & acquisitions process

          • Types of mergers & acquisitions

          • Advantages of mergers & acquisitions

          • Disadvantages of mergers & acquisitions

    • Universal Credit - Business Owners

      • • • Guide to universal credit

          • Minimum income floor

          • How to start a claim

  • Closing a Business

    • Striking off & Dissolution

      • • • What is dissolution?

          • Dissolution process

          • What is strike off?

          • When is strike off not allowed?

          • Strike off process

    • Liquidation

      • • • What is liquidation?

          • Is liquidation the best option?

          • Compulsory liquidation

          • Liquidation Fees

Suggest a topic to add