Planning and performance guides

Your intro to business planning, goal setting, key performance indicators, and financial reporting.

Browse our guides below

How to do a business plan: steps, tips and template
Business success: how to define, measure and grow it
Management consulting business plan: Your guide to success
A complete guide to CRM software for small business: How to connect it and use it to track and grow your business
Inventory management: a guide for small businesses
Xero inventory management: track stock and cash flow
Key performance indicators: What they are and how to use them
Third party logistics (3PL): how it helps your business
Business exit strategy: Steps to plan and maximise value
Starting a business checklist for Australia: key steps
Developing small business ideas: Find your best path to start and grow
35 small business ideas that fit your skills and budget
Types of business insurance in Australia: what you need
Mobile office guide: setup, costs and cash flow | Xero
How to start a business from home: Step-by-step guide
Business proposal: How to write one that wins clients
Register as a sole trader in Australia: steps, costs
Selling a business in Australia: Steps for a smooth sale
What is a business model? Definition, types and examples
What is a franchise? How franchising works for Australia small businesses
How to increase prices without losing loyal customers
What is an executive summary? Purpose and key elements for your small business
Profitability ratios: Meaning, types and how to use them
5 ways to increase revenue without killing profit
How to calculate profitability: gross and net margins
How to increase profit: Practical ways to boost your bottom line
How to increase sales: Simple ways to grow your business
How to come up with a business name: ideas and tips
Product launch checklist: 10 steps for small businesses
Business valuation: methods to value your business
Improve business efficiency: 10 ways to save time fast
How to increase productivity in your small business
Home business ideas: start from home in Australia today
Company valuation guide: methods to value your business
Digital transformation: 7 steps to digitise your business
How small businesses can succeed with digital transformation
30 startup business ideas you can start in Australia
12 cost saving ideas to boost your business profits
How to start a non-profit organisation: Steps, tips and essentials
How to start a cleaning business: Steps, tips and essentials
Agile methodology: what it is, frameworks and benefits
How to start a clothing line: a step-by-step guide
Bootstrapping meaning: what it is and how it works
Due diligence checklist for buying a business
How much does it cost to start a business in Australia?
Super guarantee: What you need to know about the 12% rate
Modern awards guide: Hybrid workforce payroll compliance in Australia
How to improve project profitability in service-based businesses
Multi-jurisdictional tax planning for businesses with multiple entities
Business valuation for mid-market: Understanding EBITDA multiples & preparing for sale