Free resources to help you feel more confident with your business finances.

Here you’ll find free guides, checklists, and upcoming webinars — created to help you feel more confident with your finances, even if numbers aren’t your thing.

Everything here is practical, friendly, and built with sole traders, freelancers and

small business owners in mind.

What You’ll Find Here:

Free guides + factsheets (PDFs you can download anytime)
Upcoming live webinars (with links to register)
Webinar replays (for catch-up viewing)
Tools + templates to help you get organised

So You've Started a Business...

Free Webinar

A friendly walkthrough of what to do when you become self-employed — including what to track, what HMRC expects, and what to avoid.

Making Tax Digital: What you need to know

Free Webinar

Designed for sole traders and landlords earning £50k+, this webinar breaks down the upcoming MTD changes and how to prepare with confidence.

Free Checklists

First-Year Finance Checklist

What to track, when to register with HMRC, and how to stay on top of things in your first tax year.

Self Assessment Timeline Planner

A step-by-step breakdown of what to do and when — so you’re not scrambling in January.
[Download planner] → PDF

MTD Prep Timeline Guide

If you earned over £50k in 2024/25, this is your head start for Making Tax Digital (starting April 2026).
[Download MTD guide] → PDF