Financial Data
Updated 19 Apr 2018


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eFiling checklist

SARS eFiling takes the fuss out of filing your business tax returns, and it’s cost-free.

Business tax checklist

As a business owner there are various taxes for small businesses that you must register for.

Business Plan Template

While each business has a unique business plan, there is certain information that every business has to include. This template shows you how.

Business partnership agreements checklist

It's great to find a partner whose skills complement yours, but be sure to put your agreement down in writing. Use this business partnership agreements checklist to ensure you cover all bases.

Registering a domain checklist

Protect your business identity by registering a domain, it's easier than you'd think.

Pitching to investors cheat sheet

You need finance to get your business idea off the ground, which means you have to sell the idea to one or more investors.

Registering a company name checklist

In South Africa your company name has to be registered with the Companies and Intellectual Property Commission (CIPC).

Registering a patent checklist

Protect your intellectual property by registering a patent.

Registering copyright checklist

Registering a copyright gives you exclusive rights over your intellectual property.

Registering a trademark

It's important to register a trademark to ensure that nobody else copies your brand name or slogan.

Preparing your family for entrepreneurship

Not all entrepreneurs realise the impact that their new business can have on their immediate family.

Setting up a home office

Working from home is a great way to get your new business off the ground. We tell you how to set up a home office.

Finding a business mentor

A mentor is essential for a small business owner, providing input and guidance where needed.

Developing a pricing strategy

You need to get the balance right when determining how much you're going to charge for your product or service.

Start-up checklist

This checklist guides you through the step-by-step process of starting your own business.

Location selection evaluation worksheet

Finding the right location for your new business is essential. This checklist will help you get it right.

Business goals worksheet

Use this worksheet to set your business goals.

Elevator pitch development worksheet

Learn how to present your business idea to others - including potential investors - in a clear succinct manner.

Business name brainstorming worksheet

Things to consider when trying to find the perfect name for your new business.

SWOT analysis worksheet

We show you how to evaluate the Strengths, Weaknesses, Threats and Opportunities relative to your business.

Idea evaluation checklist

Find out of your great idea for a product or service will make a viable business.

Should you be a franchisee checklist

Before buying your own franchise use this checklist to see whether it's a good idea.

Buying a business – Evaluation checklist

Should you buy a business? Use this checklist to find out.

Zig Ziglar’s guide to goal setting

Author and motivational speaker Zig Ziglar tells you how to set goals and make them happen.

Personal goals worksheet

Use this worksheet to turn your goals into reality.

Checklist for choosing a franchise

This checklist will help you determine whether a particular franchise – and franchisor – is right for you.

Checklist for choosing a business

Choosing a business that's right for you isn't easy. We show you how.

Self-assessment test: Are you ready to be a business owner?

Thinking of becoming your own boss? Download this document and then use the tables to evaluate your strengths and weaknesses to find out whether you're ready.

Tips for writing a business plan

There are a lot of generic business plan templates available through the Internet or in business books. However, bear in mind that a business plan should tailored to suit your specific type of business and the audience for which the plan is written.

Top 10 mistakes made by entrepreneurs

The issues that typically trip up entrepreneurs as they launch a business.

The 8 secrets of success

The real secrets behind success in life, business and everything.

What is an elevator pitch?

Learn how to speak about your business to others in a minute or less.

Setting up effective cash-management systems

Help your business to grow through effective cash management systems.

Forecasting sales

Protect future cash flow by forecasting sales.

Sales pitches that work

Top tips to create a natural – and winning – sales pitch.

How to write a strategic marketing plan

Strategic marketing plans can assist you in delivering on your customers’ needs.

Bootstrapping your business

How to grow your business organically, without outside funding.

10 Steps to starting your own business

So, you’re ready to launch a business? Here are the basics you should consider before you take the plunge.

The basics of buying a franchise

The areas you should consider before you invest in a franchise.

Living, breathing business plans

Your business plan can assist you in your start-up process – but it’s important to understand its function, and how it should be developed and used.

Evaluating a business idea

How sure are you that your business idea is great? Here’s what investors look for when they evaluate an idea.

The biggest start-up mistakes

Many start-ups tend to make the same mistakes. Here’s what you can learn from them.

Where good ideas come from

Not all ideas are great, so how do the really good ones come into being?

Financial management checklist

Do you have solid financial management practices in place to ensure that you have a tight handle on your business’s finances?

Developing written policies and guidelines

All companies have policies and guidelines that guide how decisions are made and how the work is done in that organisation.

Creating an asset register

An asset register is a list of the assets owned by a business. It contains pertinent details about each fixed asset to track their value and physical location.

Emergency planning and preparation checklist

Businesses can do much to prepare for the effects of the many threats they face in today’s world.

Top 10 SME business risks

The first step in implementing a risk management plan is identifying potential risks to your small business.

Off-site data storage

Off-site data storage is the strategy of sending critical data out of the main location to be stored elsewhere, usually in the cloud.

Job performance review guide

A performance appraisal is a systematic and periodic process that assesses an individual employee’s job performance and productivity in relation to certain pre-established criteria and business objectives

Vetting a candidate checklist

Vetting job candidates can be a daunting task as the poor job market means you can get hundreds of applicants for an advertised position.

Job interview procedure checklist

The job interview process can be lengthy. Hiring someone after just one interview is a thing of the past.

Advertising a position checklist

Sooner or later you’re going to need to hire staff for your business. We tell you how to go about advertising a position within your firm.

How to Use Twitter for Business

If you have a small business, you may question whether you need to be on Twitter. In most cases, the answer is yes.

How to use LinkedIn for business

LinkedIn is no longer just a tool for job hunting and professional networking.

How to build a Facebook fan page

Creating a Facebook fan page is a great way to promote your business via social media.

Increasing the average rand value per transaction

Reach your goals faster and with fewer clients by increasing your average transaction value.

Increasing profit margins

Many business owners think they need to increase sales substantially to make more money. But often that’s too difficult, especially in the short term.

Conversion of leads into sales

You’ve worked hard to build up a quality lead list that’s up-to-date. What you do next with that list will determine how many of those leads will be converted to sales.

Generating leads

You need to generate leads in order to find new people to sell to. We tell you how.

Workplace Security Checklist

How secure is your workplace? Use this checklist to assess it.

Leave Form Template

As a business owner you need to keep track of your employees’ leave. Implementing a standard leave form is the easiest way to do this.

OHS in the workplace

Creating a safe work environment is critical to the success of your business, regardless of its size.

Planning for disaster

We always think that the worst will never happen, but it's a good idea to plan for it anyway.

Developing sales prospects

Finding new prospects isn't just about cold-calling.

Improving customer service

How to make sure your customers have the best possible experience and keep coming back.

Value-added tax (VAT)

VAT is unavoidable for the small business owner. We give you the ins and outs.

Turnover tax

Turnover tax is a simplified tax system for micro businesses. We break it down for you.

Provisional tax

As a small business owner you have to register for provisional tax.

Employees’ tax

If your small business has employees, you have to pay this tax over to SARS every month.

Advertising cheat sheet

Here are some basic guidelines to advertising your small business and its products or services.

Creating a press release

Use this checklist to follow the step-by-step process of putting together a press release.

Email marketing

You don't want to spam your customers, but you do want to communicate with them. We show you how.

Building referrals

Word-of-mouth referrals are essential tools in growing a small business.

Hiring & orientating employees

You need to hire the right people for your small business from the outset.

Developing an employee handbook

It’s a good idea to have a handbook that clearly outlines employee policies for your small business.

Market research questionnaire cheat sheet

Market research will tell you a lot about your business, we help you develop a questionnaire.

Marketing campaign planning checklist

You need to plan your marketing campaign properly. Use this checklist to ensure you haven't left anything out.

FREE Cash flow forecast spreadsheets

These spreadsheets will help you with your cash flow forecasting.

Setting your price right

One of the biggest issues that many businesses face is pricing.

Improve your business credit score

There are many circumstances that can lower a credit score. Find out what they are.

The balance sheet

Why you need a balance sheet, what to include it and how to compile it.

12-month cash flow statement

The payoff of a careful cash flow statement is that it will give you the ability to manage and forecast your working capital needs.

The income statement

Need a little help deciphering the contents of the income statement?

Plan for profit

Profits don't just happen, you need to plan for them.

Working with your numbers

Even if you're not a numbers person, there are some figures that you need to know.

The Ultimate Sales Machine (Book excerpt)

Find out how you can close more sales with this excerpt from The Ultimate Sales Machine.

The ladder of loyalty

How do you move a prospect from being a total stranger to someone who spends money with you?

Sample position contract

Use this contract to outline new recruits' responsibilities.

Marketing strategy tally sheet

In order to know if your marketing is working, you need to be able to track it.

Investment Solutions Tool

Are you looking to make a short-term or long-term business investment, but unsure what will best suit your investment requirement? This handy investment solutions tool will help you make the right choice for your business.

Tax invoices checklist

There is specific information that must be reflected on a tax invoice for it to be considered valid.

Business Interruption Insurance checklist

Many business owners are vulnerable to risk because they fail to plan for business interruption. Don’t be one of them.

Avoiding pitching blunders cheat sheet

You only get one chance to pitch your business, we show you the potential pitfalls.

What funders look for worksheet

This worksheet outlines the questions that prospective funders might ask you.

Cash management checklist

Being able to accurately forecast cash flow is essential when looking for funding.

The six Cs of credit

If you're looking for a bank loan, you need to know about the 6 Cs of credit.

Managing yourself

The ability to manage yourself will make you a better leader.

Hands-on leadership

Even if you have a manager, it's advisable to be a hands-on businses owner.

Managing growth

Growth doesn't happen in a vacuum, your business plan can help you manage it.

Right a sinking ship

If your business gets into difficulties, Business Rescue could save the day.

Closing a business

There are steps to be followed if you decide to close your business.

BEE partnerships

If you're doing business in SA you need to know the ins and outs of BEE.

Employment equity

If you employ people in your small business, you have to comply with The Employment Equity Act.

Overcoming of exporting pitfalls worksheet

Before deciding to export your product you should know what is entailed.

Franchise your business worksheet

This worksheet will guide you through the process of franchising your business.

Make innovation part of your business DNA worksheet

Innovation is key to business success. We show you how.

Embracing innovation worksheet

You need to find innovative ways to grow your business. Read this article for advice on how to go about it.

Uncovering new ideas worksheet

Five steps to uncovering new ideas that any business owner can adopt.

New product planning guide

You need to plan any new product launch carefully, use this guide to help you.

Business growth goal-setting exercise

We show you how to set, manage and work towards your business goals.

Assess your business strengths & weaknesses

It's a wise business owner who knows his business's strengths AND weaknesses.

Assess your business environment worksheet

If you know your competition you can better plan the way forward.

Task matrix worksheet

This worksheet allows you plot all the tasks you do above according to the level of skill required and how much you enjoy the task.

Use values to bring your business vision to life

Knowing your business's values will enable you to communicate them to your customers.

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Start-up business opportunities in South Africa

There are many reasons and benefits to starting a small business in South Africa. Follow these steps to find the most profitable business opportunities and run your own business.

Setting Up a Business – Business Plan Template

Looking for a Business Plan template to use to make planning your business simple? Use our Free Business Plan template to assist you in planning your start-up business.

Securing your first clients

Marketing grows your brand, but it’s sales that sells your products and services and generates a profit for the business, which is what makes it a success

Hiring your first employees

Looking to bring your first employee on board? Bear in mind the legal obligations, liabilities, expenses and paperwork.

Setting up a website

As a small business owner, your website is the hub of your company, and a pivotal part of your marketing and branding.

Marketing your start-up

Marketing is essential to the success of your business. Effective marketing not only helps to increase sales, it also leads to the creation of a more valuable asset - a recognisable brand that you might want to sell some day.

Branding your start-up

Branding gets right to the core of your business' values. It is about discovering and communicating the essence of your business and what it delivers to your customers.

Managing your finances

How finances are used and accounted for can make or break a small business.

How to pitch for funding

Seeking finance for your start-up? The trick is to give investors everything they need to know and to be clear about what you want.

Develop your business model

Your great idea may need some work. Here's how to get ready for start-up.

Small Business Tax Registration & Legalities

Tax need not be complicated if you know the basics.

Choosing the right business format

Which format is right for your business depends on the type of business you run, how many owners it has and the financial situation.

Starting a business without funding

With finance almost impossible to secure, most new businesses are founded without any outside investment.

Opening a business bank account

Get full control and management of your business accounts and do your banking over most electronic banking channels.

7 Funding methods you can use to start your business

Acquiring capital is usually the first step in starting a business. This comprehensive guide will help you find the prefect type of funding for your business.

Intellectual property registrations

A company's intellectual property may be more valuable than its physical assets. Make sure you protect it.

Registering a domain name

To register domain name is a lot simpler than you might imagine.

Business partnership agreements

Starting a business partnership can be very challenging. To protect the interests of partners, it’s vital to clearly lay out the responsibilities of each upfront, before you start working together.

Buying a franchise business

Buying into a franchise concept can be an attractive way for some people to become business owners.

Buying an existing business

If you're thinking about owning your own business, buying a company that's already established may be quicker and easier than starting from scratch.

Step-by-step business plan guide

Craft a realistic, working business plan for your start-up to give you a winning edge.

Starting a new business

With the right planning, effort and a bit of luck, starting a new business could be the best decision you ever make.

Are you suited to entrepreneurship?

Becoming a successful entrepreneur requires sound planning, creativity, hard work and an appetite for risk.

The marketing planning process: Marketing strategy and example guide

Everything you need to know about the marketing planning process and some marketing examples to help you get started.

Marketing strategy for your business

A marketing strategy will provide direction for you to accomplish your marketing objectives. Different types of marketing strategies could entice consumers to buy from you.

Corporate governance and corporate sustainability

Develop sustainable growth for your business by embracing policies and procedures that govern and balance the way your organisation directs itself. Give back to the community by adding economic, environmental and social value.

Increase your number of clients

To grow your small business you must increase your number of clients. We’ve compiled several techniques that you can actively implement to help you grow your customer base in South Africa

How to keep customers coming back and repurchasing: Developing a back-end

Use the back-end selling techniques to keep customers returning to your small business. Calculate your customer’s life time value and create loyalty programs to increase their commitment to your company.

Word of mouth marketing

From restaurants to cars, bands or dry cleaners, some businesses and products are loved and become huge successes without much promotion.

Credit management and collections

Business growth is often determined by how well you manage your financials. Good financial risk management strategies involve vigilant collections, constant monitoring and continued financial reviews.

Cash flow management

Projecting cash flow, cash cycle analysis and surviving shortfalls.

Profit planning and control

Forecasting, Budgeting and profitability (or break-even analysis).

Setting up systems

Systematising a business means that it can run without you being around 24/7.

Legislation & business compliance

Small businesses in South Africa face many regulatory compliance requirements.

Managing risk

Risk management helps you to identify and address the risks facing your business and in doing so increase the likelihood of successfully achieving your business’ objectives.

Procurement best practices

Proper procurement strategies have become a critical component of the overall success of any business.

Discipline & termination procedure

All employers must have clear disciplinary standards and evidence that employees were given notice of all policies and procedures. These standards must be applied uniformly.

HR management best practice

Regardless of the size of an organisation or the extent of its resources, the organisation survives -- and thrives -- because of the capabilities and performance of its people.

Marketing tips

Marketing is important in building customer relationships as well as creating product and service awareness. An effective marketing strategy will help you gain new customers, build your brand and grow your business.

Introduction to online marketing

What is online marketing? Businesses of all sizes are using online marketing to increase awareness of their company's goods and services.

Introduction to traditional marketing

What is marketing and how to use it to benefit your business.

IT security

Ensure that you have the information and tools you need to properly manage the security risks associated with your information technology assets.

Taking your business online

As a marketing medium, the Internet is surpassing more conventional methods of advertising such as TV, radio, and print.

Managing sales teams

How you manage and motivate your sales team will determine how well they reach and exceed targets, initiate new business, and persist when it’s tough.

How to develop a sales pitch

Without the sales pitch, there can be no sale. The perfect sales pitch combines an understanding of the prospect’s needs, product knowledge and persuasion.

Understanding the sales process

It’s important to have a well thought-out sales process that includes seller and buyer risk management, standardised customer interaction in sales, and scalable revenue generation.

Understanding the Basic Conditions of Employment Act

Employing staff can be a minefield if not done properly. Get to know the Basic Conditions of Employment Act to avoid your workplace becoming a war zone.

Supply chain management for business growth

Supply chain management can help your business achieve increased ROI and establish valuable supplier relationships, making a significant impact on your company’s overall performance.

The statement of cash flows explained

In order to grow and sustain your business you need to continually track your cash inflows and outflows. Don’t get caught unawares, record your transactions by the use of cash flow statements.

All you need to know about business rescue

Recognising your business is failing is the first step to recovery. The second is applying for business rescue and then implementing the business rescue plan. If your business is financially distressed you now have the chance to rescue it.

Common financial growth mistakes

Here’s a fact: Many business owners do not have financial backgrounds. They also do not necessarily have a financial director, but rather an accountant who assists with the books.

How to franchise your business

While franchising is not the right strategy for everyone, the explosive growth potential that franchising affords for some companies is unparalleled in the world of business growth.

External growth strategies

You’ve established your business, you’re past the start-up phase, and now you’re looking for a way to grow.

A 3-year plan for implementing growth strategies

So, how do you implement growth strategies that will allow you to grow your business to five times its size within five years?

Considerations for internal expansion

Growing a small business into a big business starts with the business owner. You need to work ‘on’ your business rather than ‘in’ your business. You need to be able to step back, evaluate your business and devise a growth strategy – and you need to be able to implement that strategy.

Innovating for growth

Innovation is one of the most important elements for growth. If you want to actively grow your business to dominate in your market, you need to be constantly and actively innovating. This can be as big as introducing a ground-breaking new product, or as small as finding a way to improve customer service.

Business rescue legislation

Business rescue is an opportunity for financially distressed companies to file for a formal restructuring process aimed at rehabilitating them and enabling them to continue trading successfully.

Becoming more productive

Productivity is a ratio of production output to what is required to produce it, or inputs. But what does that really mean?

Closing up shop

The ‘need to knows’ of deregistering or liquidating a business.

Righting a sinking ship

How to create a turnaround strategy.

10 Reasons behind the stats

Business failure is not always because of money.

Developing leadership ability

Leadership is about inspiring, persuading, challenging, creating and changing. Being a good leader can mean the difference between success and failure when it comes to growing your start-up.

Developing and executing a vision

Vision serves to inspire, motivate and engage people. It has been described as the force which molds meaning and purpose for the people of an organisation.

BEE certification

A BEE Certificate indicates the advantage that your client will gain by doing business with you versus other suppliers in the same field. By obtaining a BEE rating you can increase preferential procurement opportunities, gain access to B-BBEE finance, as well as secure independent and reliable proof of the contribution you’re making towards economic empowerment.

BEE partnerships

The ideal BEE partner is one who will add value to your business, either by investing and helping capitalise it better, or in an operational way to increase profits.

Employment equity

The Employment Equity Act applies to all employers and workers. It protects workers and job seekers from unfair discrimination, and also provides a framework for implementing affirmative action.

BEE codes & scorecards

Broad-Based Black Economic Empowerment (B-BBEE) is the economic empowerment of all black people through diverse socio-economic strategies. BEE has been implemented as a tool to broaden the country’s economic growth and accelerate job creation and poverty eradication – resulting from a bigger economy where all South Africans can participate and benefit.



Standard Bank Transport Immersion

1393 views | 23 Jan 2017

Do you know what the coming year holds for the Transport sector in South Africa? Watch some of the highlights from our Transport Immersion session.

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