Cash Flow Kit | Essentials to strengthen your small business

The Cash Flow Kit helps you build your clients’ skills

Use the simple tools and resources to build the cash flow management skills of your small business clients.

The in-built coaching model will help you to discover more about your client and their financial situation. As their trusted adviser, you can use your expertise to explore potential improvements and develop a strong action plan to support their business success.

The Cash Flow Kit can help your business thrive

Use the simple steps, tools and resources to successfully manage your business cash flow.

Build your cash flow skills and knowledge by working through the kit yourself or discuss how to make the most of it with your trusted adviser.

Download the free Cash Flow Kit app

The Cash Flow Kit app is free to download and use.

It has everything you need to get your cash flow basics right and is available for Windows and Mac.

Check the health of your business and build your knowledge

Complete a Health Check for your business by answering just 10 simple questions.

Check out Discover Topics to build your business knowledge with activities and tools to help you improve the health of your business.

Explore how to plan, manage and improve your cash flow

Add your business figures into the Cash Flow Canvas tool to review, plan, change and track your cash flow.

Use the Change Levers to explore practical ideas and actions to improve your cash flow.

Take action to improve your cash flow

Create and maintain a list of actions with deadlines to help track your cash flow improvements.