search icon

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.

Need more time to build your business?


Combine Accounting, Payroll and HR features and free yourself to focus on your business. Try the streamlined solution we call Sage for Small Business.

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 forums

Hear from industry experts and connect with businesses like yours to gain useful advice and insights.

Business advice

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


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.

Payroll processing: 10 key things HR and payroll managers need to do

Payroll processing: 10 key things HR and payroll managers need to do

Payroll processing can be complex to manage because of its many varying factors, so here are 10 things to know so you can stay on top of it.

Read more
Read more
Payroll compliance: 10 tips to get it right every time

Payroll compliance: 10 tips to get it right every time

Understanding payroll compliance is an important part of running payroll successfully. Here are 10 tips to help you stay on top of things.

Read more
Read more
How to change your mindset and grow your business

How to change your mindset and grow your business

Did you know developing a growth mindset can help you in your bid to grow your business? Here's how you can do it.

Read more
Read more
Sound Advice podcast: Run a business that doesn't run you

Sound Advice podcast: Run a business that doesn't run you

Unbound co-founder Dan Kieran explores how you can neutralise your fears and anxieties to become a more successful entrepreneur

Read more
Read more
The world-famous way of getting things done

The world-famous way of getting things done

Need to up your productivity? Watch the keynote to learn how to get things done, with an exclusive video masterclass from world-renowned expert David Allen.

Read more
Read more
Hire the spark: How to find and recruit the best people

Hire the spark: How to find and recruit the best people

Chief people officer at TRU Colors, Khalilah Olokunola explains how to hire people who fit your company’s mission and values.

Read more
Read more

Give Feedback