Financial Data
Updated 16 Jan 2021

Over 30 Useful tools for starting a business

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.

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?