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Business tools & templates
Free business planning tools, videos, checklists and templates to help you assess your business and make improvements.
Business plans & template.
A business plan is an essential piece of groundwork when you’re a start-up or small business owner. Set goals for your business and make a roadmap to achieve them. These tools and resources are intended as a guide only.
Profit & loss forecast.
Financial reporting templates
Accounting software is an efficient and cost effective way to produce financial reports, but if you’re not quite at that stage, here are some of the basic reports and templates you might need.
Cashflow forecast
‘Cashflow’ is essentially the money that flows in and out of your business, and cashflow reporting shows how much money a business has (or will have) at a given point in time. It’s a tool to reflect your business’s ability to pay the bills.
- Cashflow forecasting Excel template (including Macros)
- Cashflow forecasting Excel template (excluding Macros)
Profit and loss forecast
Profit and loss forecasting is a key element of financial reporting. It shows your earnings and expenses (costs) over a period of time – usually a quarter (three months) or one year.
It’s often used to calculate your net profit before tax, and see any trends each month, or identify where expenses could be reduced.
Business checklists.
Where do my costs come from?
Identify some of the costs you may need to plan for, so you can manage your finances more effectively.
What skills do I need?
A handy checklist of the various skills and qualities you may need to run a business.
Xero bookkeeping guide.
Economic resources.
Latest economic reports
Find out more
Video updates
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Economic reports archive
Find out more
Ministry of Business Innovation & Employment website
The Government provides this free site with tools, news and advice, designed to help Kiwi businesses.
Sign up to Digital Boost
This free series covers topics like building websites, e-commerce, social media, email marketing and more.
Things you should know.
The material on this webpage is provided for information purposes only and is not a recommendation or opinion.
The material on this webpage is does not take your particular financial situation or goal into account. We recommend you seek independent legal, financial and/or tax advice.
Westpac accepts no responsibility for the availability or content of any third party websites linked on this page.