Find your next useful guide
Pick a topic, start with the problem you need to solve and follow the related guides as you go. Each reading guide brings the relevant articles together in a practical order.
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5 available guides
Business risk and continuity: prepare, keep working and recover
Start with the activities your customers depend on, then name the people and information needed to keep a limited service running. Each operational guide includes a worked example and a response card you can copy, save or print.
11 available guides
Contracts and customer rights: agreements and purchase problems
Start with your agreement’s stage or the purchase problem you need to resolve. Use the consumer-problem choices if a customer has no receipt, their warranty expired or a parcel is missing. They also cover service complaints and purchases for your own business.
10 available guides
Managing a small team: work, support and departures
Choose the task you need help with: organising work, supporting someone through a difficult time or learning from a departure. Each guide includes something you can discuss with your team and a record you can keep.
33 available guides
Accounting software: compare, trial and get set up
The right accounting software should make your everyday records easier to maintain and explain. Start with your requirements, compare the relevant plans, then test the awkward transactions before moving a live business.
19 available guides
Bookkeeping and BAS: from records to lodgement
The bookkeeping job doesn't finish when transactions appear in your software. You need records you can explain, someone responsible for unresolved questions, and a clear path from those records to your activity statement.
11 available guides
Business registration: ABNs, names and companies
An ABN, a business name and a company registration do different jobs. Before paying for a package, decide which entity will carry on the business and which registrations it actually needs.
33 available guides
Cash flow and getting paid: plan the next payment
A healthy profit report doesn't tell you whether next week's payments will clear. Start with the money actually available, then follow the dates attached to customers, suppliers and the commitments you're considering.
33 available guides
Pricing and profit: cost the work, then test the price
Before changing a price, work out what the sale needs to pay for. These guides follow a shipment, a recipe, a job or an order through its costs, then help you test what would be left.
21 available guides
Tax records and business money
Start with the document or explanation you need to find. These guides help you connect a payment to the purchase, activity or asset behind it.
24 available guides
Payments and POS: checkout, settlements and problems
A payment needs to work at the counter and make sense in the books afterwards. Start with the problem in front of you: an unexplained fee, a new till, an outage or a closing difference.
18 available guides
Hiring and onboarding: from defining the role to the first month
Start with the problem you need the new role to solve. Work through the stages below, or choose the step you are dealing with today.
11 available guides
Pay, leave and rosters: check the rule, record the work
Start with the employee’s arrangement, then work through leave, hours and payroll. Keep the proposed roster separate from what actually happened, and take unresolved questions to the appropriate official source or adviser.