Acuity Resources

Useful financial tools and guides for business owners

Practical resources to help you organise records, prepare for financing, manage cash and strengthen your monthly finance process.

Free downloads

Business checklists & planning guides

Download, use internally and bring the completed checklist to an Acuity consultation if you want help implementing the process.

Checklist

TCC Preparation Checklist

Prepare your records before applying for Jamaican tax compliance certification.

Download PDF
Checklist

Monthly Bookkeeping Checklist

A repeatable month-end process for cleaner books and better management reporting.

Download PDF
Checklist

Bank Financing Preparation Checklist

Organise the financial, legal and forecast information lenders commonly need.

Download PDF
Guide

12-Month Cash-Flow Planning Guide

Build a forward-looking cash plan with working-capital and scenario thinking.

Download PDF

Interactive Financial Tools

Run the numbers before the conversation.

Use Acuity's calculators for cash flow, break-even, loans, gross margin, payroll cost, business health, working capital and budgeting.

Open Financial Tools

Need more than a template?

Templates help organise information. They do not replace accounting judgment, tax advice or financial modelling tailored to your business. Acuity can help convert these tools into a repeatable management process.

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