Checklists

End of Financial Year Checklist

Download your 2026 EOFY Business Checklist – a simple, practical guide to help you stay compliant, get organised, and start the new financial year with confidence.

Operations Checklist

Keep your business on track and stress-free. Download our free Operations Checklist to uncover simple steps that help you stay organised, save valuable time, boost efficiency, and make sure nothing slips through the cracks.

Systems Checklist

Stay in control of your business with our free Systems Checklist. Discover the key processes every business needs to run smoothly, save time, and boost profits. Download now to simplify your operations and scale with confidence.

How to Hire and Manage Staff Checklist

Ensure your business stays organized and your team stays motivated. This free checklist provides a structured way to assess your hiring practices and leadership mindset. Download now to save time, reduce management stress, and build a stronger, more reliable team today.

Podcast Checklist: Cashflow Chaos

Free Checklist from Small Business Sorted Episode 01: Cashflow Chaos: Why You’re Busy But Not Seeing the Profit.

Podcast Checklist: Staffing Struggles: Why Hiring Feels Hard (and How to Get It Right)

Free Checklist from Small Business Sorted Episode 02: Staffing Struggles: Why Hiring Feels Hard (and How to Get It Right)

Podcast Checklist: From Chaos to Control: How Automation Transforms Your Business

Free Checklist from Small Business Sorted Episode 03: From Chaos to Control: How Automation Transforms Your Business.

Podcast Checklist: Managing Your Business Through Tough Times

Free Checklist from Small Business Sorted Episode 04: Managing Your Business Through Tough Times

Podcast Checklist: What Makes a Good Bookkeeper

Free Checklist from Small Business Sorted Episode 05: What Makes a Good Bookkeeper?

Podcast Checklist: Pricing with Confidence

Free Checklist from Small Business Sorted Episode 06: Pricing Isn’t Just Numbers

Podcast Checklist: Business Plan

Free Checklist from Small Business Sorted Episode 07: Lets Build a Business Plan Live!

Get organised and set your business up for success with our FREE

End of Financial
Year Checklist

Be more efficient and set your business up for success with our FREE

Operations
Checklist

Streamline. Scale. Succeed. Download the Checklist Every Smart Business Owner Uses

Systems Checklist

Build a high-performing team with confidence. Streamline your recruitment process and set your business up for sustainable growth. Download our FREE

How to Hire and Manage Staff
Checklist

Take control of your financial momentum and lead with confidence. This free checklist provides a structured way for us to assess our current cashflow patterns and identify the strategic shifts needed for sustainable growth. Download our FREE

Cashflow Clarity
Checklist

Take the guesswork out of team management. This checklist provides a practical roadmap for defining workflows, hiring smart , and strengthening your leadership boundaries

Staff and Team Health Checklist

Take the guesswork out of your business workflows. This checklist is a practical roadmap for moving away from paper diaries . Download our FREE

Automation and Systems Upgrade Checklist

Steady your business and lead with clarity, even when things feel uncertain. This free checklist provides a structured way for us to assess where the pressure points are, protect cash flow, and make grounded decisions instead of reactive ones.
Download our FREE

Managing Your Business Through Tough Times
Checklist

Know exactly what to look for in a bookkeeper, and what good support actually looks like. This free checklist provides a structured way for us to assess accuracy, communication, and proactive cashflow awareness, so we can build a relationship with our bookkeeper that gives us real clarity and peace of mind. Download our FREE

What Makes a Good Bookkeeper Checklist

Know your numbers and charge what your business actually needs to thrive. This free checklist provides a structured way for us to uncover the hidden costs in our pricing, understand the difference between markup and profit margin, and build the confidence to charge what we are worth. Download our FREE

Pricing with Confidence Checklist

Set clear direction and build momentum for the year ahead. This free checklist provides a structured way for us to map out your business goals, review your numbers, and identify the priorities that will move your business forward. Download our FREE

Business Plan
Checklist