Resources
Business guides & resources
Practical, plain-English guides for UK small business owners who want clearer systems for sales, expenses, stock, invoices and day-to-day organisation — without wading through generic blog filler.
Business spreadsheets & organisation
Guides written to answer real search questions
Each guide focuses on one practical topic. Where a ready-made ShielaDGT spreadsheet may save setup time, we link to it — never as filler, only when it fits the subject.
Best Spreadsheets for Small Business Owners in the UK
Which spreadsheet categories matter for UK small businesses, what each one tracks, and when a simple sheet beats specialist software.
How to Track Business Income and Expenses in a Spreadsheet
What to record, how to categorise income and expenses, and habits that keep your spreadsheet useful month after month.
How to Create a Simple Inventory System for a Small Business
Core inventory fields, reorder levels, stock checks, and when a spreadsheet is enough for small-scale stock.
How to Track Sales for a Small Business Using a Spreadsheet
Columns worth tracking, payment status habits, and simple monthly KPIs for a small business sales spreadsheet.
How to Keep Track of Invoices and Payments for a Small Business
Fields for invoice tracking, status workflow, and staying on top of overdue customer payments.
Excel vs Google Sheets for Small Business: Which Should You Use?
A balanced comparison of access, cost, collaboration and compatibility for everyday business spreadsheets.
How to Organise Your Small Business Without Expensive Software
A simple operating system for customers, money, stock and tasks — plus weekly and monthly review habits.
Small Business Spreadsheet Templates: What Do You Actually Need?
Which template types match real problems, where overlap hides, and how to build a coherent toolkit.
How to Track Stock and Know When to Reorder
Reorder logic, movement tracking, and monthly stock checks for spreadsheet-based stock control.
How to Use a Business Dashboard to Understand Your Numbers
Plain-English KPIs, dashboard design tips, and a monthly review rhythm for spreadsheet summaries.
How to fill in the PIP form (England and Wales)
How the PIP form works, what the 12 activities are, and how to describe your difficulties clearly — for England and Wales.
How to claim Disability Living Allowance (DLA) for a child
Who can claim Disability Living Allowance for a child, how the care and mobility components work, and how to prepare a claim — for England and Wales.
How to request an EHC needs assessment in England
How to ask your local authority for an EHC needs assessment in England: who can ask, the 20-week timeline, what to include and what to do if it is refused.
What to do when someone dies: a checklist for England and Wales
A calm, practical checklist for the first days and weeks after a death in England and Wales: registering, Tell Us Once, the funeral, money help and the estate.
Self-employed records for 2026/27: what to keep and why
What UK sole traders should record in 2026/27: income, allowable expenses, mileage at 55p and 25p, and how Making Tax Digital quarterly updates work.
Looking for ready-made tools?
The Business Tools collection includes interactive .xlsx spreadsheets for income, sales, invoices, cash flow, KPIs and more. Product pages note compatibility with Microsoft Excel and Google Sheets — open a copy in your setup and confirm layout and formulas before month-end reliance. These are organisation aids, not accounting or tax advice.