Documents related to 'key events chart'

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xls
Tool
Z score calculatorThe "Z" score of a business has a 70% to 80% accuracy in predicting whether it is likely to become insolvent within two years. This could be a particularly useful tool to help evaluate your company's financial health and that of its cu... Read more
02 Jan 2013
Credits: 1
xls
Tool
Sales mix calculatorWhether your company sells products or provides services, your sales are unlikely to be comprised of a single line. It's more likely that the company sells a range of products or services and it's equally likely that the gross profi... Read more
02 Jan 2013
Credits: 1
doc
Miscellaneous
Record of giftsOne way to reduce an inheritance tax (IHT) bill is to simply give away your wealth during your lifetime. Keeping a record of the gifts you've made and IHT exemptions claimed will help the executors of your estate tackle any queries fro... Read more
14 Feb 2018
xls
Tool
 Bank charges calculatorAs you don't get a bill from the bank manager for bank charges, they are often overlooked as a cost. What can you do to make sure you pay less?Carry out an annual bank charges audit You can carry out an annual bank charges aud... Read more
10 Dec 2012
Credits: 1
xls
Tool
Break-even point calculatorBeing clear about the distinction between fixed and variable costs in your business will enable you to more accurately work out the break-even point of any given project. Use our calculator to help you do this.Break-even po... Read more
02 Jan 2013
Credits: 1
xls
Tool
Pareto analysis spreadsheetMany of your daily work problems don't have a single root cause, rather several quite separate contributing factors. You can use Pareto analysis to analyse this cause and effect.The 80/20 rulePareto analysis is the method of ... Read more
02 Jan 2013
Credits: 1
xls
Tool
Premises move budgeting toolIf you've been asked to come up with a budget for the cost of physically moving the company, what should you include in it?Associated costsThe key to a successful move is meticulous planning and good communication with ever... Read more
02 Jan 2013
Credits: 1
doc
Letter
Letter requesting pension charge paymentIf you exceed the pensions annual allowance in any tax year, you will be subject to the annual allowance charge. But how can you get your pension provider to pay this?Annual allowanceThe amount of tax-relieved ... Read more
08 Nov 2018
Credits: 1
doc
Form
Funding report questionnaireHow is your company financed? And how and when is this finance going due to be repaid? A funding report can help ensure your company's finance requirements are identified and properly considered as early as possible. Key qu... Read more
02 Jan 2013
Credits: 1
xls
Tool
Imputed cost calculatorAs the company's accountant, how do you make sure that decisions made by the board have taken all costs into account, even where these may not be obvious to them?Hidden costsCosts may not be incurred directly but are still borne... Read more
10 Dec 2012
Credits: 1