Free tools and templates for running a tighter business
Running a small business in South Africa means keeping on top of SARS deadlines, CIPC filings and cash flow, usually without a finance team behind you. These are the tools and templates we use with our own advisory clients, free to use.
Choose what you need
Everything here is free. Looking for a tax or payroll calculator instead? Try the calculators page.
Available
Construction & compliance
CIDB Grading Tool
Work out the tender value range your business could qualify for at CIDB, from your financial and works capability.
Available
CIPC compliance
Beneficial Ownership Diagram Generator
Turn your shareholder and ownership data into a CIPC-ready beneficial ownership diagram from a simple spreadsheet.
Coming soon
Payroll
2025/26 Payslip Template
A SARS-aligned payslip template you can start using for the new tax year, no payroll software required.
In development
Coming soon
Cash flow
Cash Flow Forecast Template
Project the next 13 weeks of cash in and out, so month-end never catches you by surprise.
In development
Coming soon
Reporting
KPI Tracking Template
Track the handful of numbers that actually tell you how your business is doing, updated monthly.
In development
Templates marked “in development” are being finalised. Book a call and we will send you a copy directly as soon as it is ready.
Ready to see where you actually stand?
30 minutes, no pressure. We will look at your numbers, tell you honestly what is working and what is not, and show you what the path forward looks like for your business.