This toolkit gives access to some important background information and techniques which will support childcare settings with their basic business and financial management needs.

Be in no doubt, all childcare these days is a "business"

Even providers who trade on a 'not for profit' basis must still do better than merely break-even if they are to remain sustainable, and all the effort and money put into developing a high-quality childcare setting will go to waste if it simply isn't going to be around to deliver its services in a few months time.

Our business resource toolkit is s a range of guides, examples and templates to support childcare settings with their basic business and financial management needs.

To download individual guides, examples and templates click on the titles below:

  • Getting Started: 

10 useful tips     Sustainability Strategy  Feasibility Studies  Considerations for start ups 

  • Business Models: 

 Types of business    Charitable status   Checklist -Voluntary managed    Responsibilities of Ltd Companies    Registering a Ltd company     Social Enterprise   

  • Finance:  

4 Key documents   Brief guide to accounts  Budgets   Costings  Working out cash flow  Cash flow exercise  Looking after finances     Funding gap example   Petty Cash  Basic Income and Expenditure monitoring   Specimen Financial Controls Voluntary groups 

  • Insurance and Tax

PLI   Corporation Tax

  • Occupancy:

Occupancy monitoring   Example of weekly log-manua

Cumulative log with formulas  

  • Marketing

Marketing First thoughts    Marketing Ideas   Negotiation Skills and handling disputes  Customer Satisfaction