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Business Tools
Registers, audit kits and toolkits for safety, compliance, sustainability and finance.
Business Planning & Performance
Finance & Accounting
Small Business Financial Dashboard Kit
Budget, cash flow, profit and invoices in one workbook: enter your budget once, log payments in one place and the reports update.
ValueBridge Books – Business
Adds bank import and reconciliation, quotes, statements, journals, cash flow and roles for growing businesses.
ValueBridge Books – Free
Simple accounting for micro businesses and non-profits: sales, stock, bills, expenses, invoices and basic reports.
ValueBridge Books – Pro
Adds multi-currency, projects, fixed assets, approvals, budgets and a 13-week forecast.
Safety & Health
Permit-to-Work Templates
Editable permit templates for higher-risk work, with registers and an audit checklist for running a permit system.
Risk Assessment Toolkit
Record hazards, score them on a 5×5 matrix and track controls, with a job safety analysis and worker sign-off.
Safety Statistics Monitor
Log each incident once and see safety rates under three common recording approaches, against your targets and last year.
Safety Toolbox Talks Pack: 52 Talks
A year of weekly 10-minute safety talks for supervisors, each with key points, questions and a sign-off sheet.
Safety Policy Kit
A policy statement and 30 topic policies to adapt, plus a register to track review, acknowledgement and gaps.
Safety Report Writing Kit
Write clear incident, inspection, audit and monthly safety reports with templates, a phrase bank and a report tracker.
Traffic Management Plan Kit
Plan site traffic and temporary traffic control with a plan template, risk register and planning calculator.
Quality & Compliance
EHS Registers Suite
Permits, legal requirements, environmental and incident registers together in one linked workbook.
Environmental Register
Record environmental aspects, monitoring, waste and emissions estimates for up to 20 sites.
Incident, Near Miss & Corrective Action Register
Log incidents and near misses and track corrective actions through to an effectiveness check.
Integrated Compliance Register Suite
All five registers (permits, legal, environmental, incidents and quality) in one linked workbook.
Legal & Statutory Requirements Register
Record the legal requirements that apply to you, with starter pointers to verify and review dates.
Permits & Licences Register
Track permits and licences across sites, with expiry and renewal flags and linked actions.
Quality Register
Nonconformities, complaints, audits and document control in one register.
Integrated Management System Policy & Procedure Template Suite
Policy and procedure templates for an integrated quality, environmental and safety management system.
Environment
Environmental Management Audit Kit
A scored EMS and compliance audit checklist with findings, permits, monitoring, waste and resources sheets.
Environmental Management Resource Kit
Forms for before, during and after an environmental audit, including permit and data traces and a waste trail.
Environmental Policy Kit
16 one-page environmental policies with a gap assessment and register to track adoption and review.
Environmental Report-Writing Kit
Plan, gather the numbers, write and check an environmental performance report that is ready for review.
ESG & Climate
Carbon Credit Portfolio & Registry Tracker
Know what you bought, what you retired and what you can still claim, and test claims against the rules you set.
Carbon Footprint Calculator Kit
Estimate Scope 1, 2 and 3 emissions from your inputs, track a base year and plan reduction actions.
Carbon Inventory Review Kit
Check a greenhouse gas inventory before outside verification: checklist, sampling, data traces and findings.
Carbon Management Playbook & Policy Pack
A plain-language carbon management playbook with six policy templates, a plan template and a training deck.
ESG Audit Kit
Run a scored ESG readiness review: a 148-item checklist, findings tracker, GHG inventory and printable report.
ESG Audit Resource Pack
The forms around an ESG audit: requests, materiality, data traces, interviews, claims screening and close-out.
ESG Policy Kit
17 one-page ESG policy templates and a register to track adoption, acknowledgement and training.
ESG Report-Writing Kit
Build and check your own sustainability report: template, data workbook, claims check and writing guide.
Energy & Renewables
Solar PV Plant Audit Kit
A scored audit checklist for utility-scale solar PV plants, with string tests, thermography and performance sheets.
Solar PV Plant Audit Resource Pack
22 forms and audit logs for planning, running and closing out a solar PV plant audit.
Wind Farm Audit Kit
A scored audit checklist for onshore wind farms, with turbine, blade, lightning protection and performance sheets.
Security & Operations
Operations Management Resource Kit
Practical resources for planning, running and reviewing day-to-day operations.
Security Audit Kit
A structured kit for planning and recording a security review, with findings and follow-up actions.
Security Management Resource Kit
Supporting forms and resources for managing security day to day.
Security Plan Development Template
A template for developing a written security plan for a site or organisation.
Security Reporting Template
A template for clear, consistent security reports.