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Templates that do the first 80% for you
Plain-English, editable files written by a chartered accountant for small teams. Buy once, adapt freely, use straight away.
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Templates
Start with one
AI Use Policy Template
£29A short, practical AI use policy for small organisations, with guidance notes for each clause.
Coming soonViewTrustee Finance Oversight Pack
£49The questions, checklists and report layouts trustees need to oversee the finances with confidence.
Coming soonViewInternal Controls Self-Assessment Workbook
£39A guided workbook to test your own controls area by area, with a red, amber, green summary that builds itself.
Coming soonViewMonth-End Close Checklist and Tracker
£19The same steps every month, signed off and dated, so nothing slips.
Coming soonViewCash Flow Forecast Template
£29A 13-week and 12-month cash flow forecast that is easy to update and easy for a board to read.
Coming soonView
Bundles
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Starter Bundle
£99
Choose any four templates and save.
See what's includedFull Toolkit
£149
Every template in the shop, in one download.
See what's includedTemplates are general guidance for you to adapt. They are not legal advice and do not by themselves make an organisation compliant with any law or standard. If you want help tailoring them, the Policy & Governance Pack does it for you.
Start with five minutes, not a big project
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