First Year In Business Toolkit

Starting a business comes with a lot to think about. The First Year in Business Toolkit brings the key financial foundations together in one practical package, helping new business owners get organised, understand their numbers and build good habits from the beginning.

The toolkit combines our First Year in Business Guide with an editable 12-Month Cash Flow Forecast, so you can put the guidance into practice using your own business figures.

Inside the toolkit:

• First Year in Business 2026/27 PDF guide

• Editable 12-month cash-flow forecasting workbook

• Practical checklists, worksheets and planning sections

• Guidance around pricing, record keeping, registrations, paying yourself and year-end preparation

• Tools to help you review your numbers and spot areas that need attention

Designed for new UK business owners who want a clearer, more organised first year — without making business finances feel more complicated than they need to be.

Digital download. Both files are supplied together in one ZIP folder.