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Set up a basic record-keeping system
What you need to record and for how long, with step-by-step guidance on setting up your own system.
Avoid sales forecast pitfalls
The key things to avoid when drawing up a sales forecast including wishful thinking, not making it achievable and moving goalposts
Start a sales forecasts
How to use last year's sales as a starting point for your forecast of next year's sales to help manage your business more effectively.
Developing your sales forecast
How to improve the accuracy of your forecast by breaking down your sales figures into smaller categories such as by product, market, region or customer.
Create a sales plan from a sales forecast
Advice on how to achieve your sales objectives by creating a sales plan including your focus, the necessary changes, the steps involved and your target markets.
Understanding social value in public procurement
What social value is in public sector procurement, how you demonstrate it in a tender submission and what resources are available to assist your business.
Record-keeping best practice
Good record keeping habits and the "four S" approach: system, separate, security, storage.
Purchase ledger
What to record in a purchase ledger to keep track of how much money you owe.
Wages book
The value of maintaining a wages book and how to manage it if you employ staff.
Digital financial records
Reasons for keeping computer-based financial records and how to choose bookkeeping and accounting software packages.
5 top tips for record-keeping
Record-keeping top tips to help you pay the tax you owe and keep an eye on financial activities.
Sales ledger
The basics of using a sales ledger to monitor the money coming into your business.
What should my record-keeping system include?
The legal requirements for a record-keeping system.
Rules on credit agreements
Understand the rules that govern credit agreements between businesses and consumers such as the consumer credit act and consumer contract regulations.
Rules on advertising credit
The rules governing advertisement for credit or hire facilities including providing clear, easily understood information and a representative example.
Sales promotion examples
Methods you can use to promote and price your product or service including vouchers, deals, discounts, free samples and loyalty schemes
Consumer credit rules for businesses that hire out or lease goods
An introduction to how consumer credit rules affect businesses that hire or lease goods including providing a written hire agreement stating the consumer’s rights.
Identify areas for improvement in your business
Get ready to tender for contracts by improving your business, identify areas for improvement and take action
Does my business need a consumer credit licence?
If you sell on credit, lend money, issue credit cards, collect debts or give debt advice, you may need a consumer credit licence to operate.
How to apply for a consumer credit licence
You can apply for consumer credit licensing from the Financial Conduct Authority who will assess your fitness on factors such as competence and past offences.