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ABCD Client Assessment Tool

This tool will help rank your clients from best to worst.The ranking is based upon whether you enjoy working with them, number of repeat sales, do they pay on time, profit margin and if they refer more business to you.You will be able to see where they rank and how much they contribute to your overall sales.

Cash Flow Forecast Tool

If you do not already have software or an accounting system to monitor your cash flow, this spreadsheet will help you control and examine your cash flow and other useful ratios within your business.


Credit Control System

This Credit Control System offers guidance and easy to use templates. Please feel free to edit each template to fit your individual needs and situation. I understand that it is sometimes difficult to find the correct words to use and that is why I have created this document to help you get started.