JFDI Resources

Please click on the links below to download your FREE resources with my compliments:


Kate Lester

Your 90-Day Plan

Accounts Routine

Annual Planner For Accounts Manager

Sales Activity Reports Worksheet

Diamond Plan 2015

Planes To Land 

Resources Brainstorm 

Weekly Team Brief Checklist 


SCALE by Martin Norbury

How to SCALE your business – (download here. )

My SCALE™ model has been developed for business owners who are VERY serious and committed to growth. With years of experience managing significant P&L’s and multi-million pound revenue streams, I work with owners in translating “big business” thinking and applying it to small and medium-sized businesses.

SCALE is made up of five key elements that a company needs to successfully position their business to rapidly grow without relying on the owner:

  • Set-up: you need to start with the end in mind and ultimately the end score so that you can measure the results.
  • Congruence: do you have clarity and the right teams, systems, formation and processes in place?
  • Alerts: the “business” needs to tell us if it is not working – it’s too late to change things at the end.
  • Lessons Learned: you need to identify what, how, why in order to work out the measures of the activity and the end result
  • Expansion / Exit: is all about focussing on the strategies to expand or exit.

The below work sheets form part of a mini kick-off exercise, designed to help you start thinking about how you can SCALE your business.  For a full programme and to find out more about how SCALE can help your business significantly and rapidly grow, please drop a line to: jacki@scalemybusiness.co quoting ref.Kate’s JFDI.

SCALE forms part of ADVOCATE – a fresh, innovative and new approach to the principles of the Non-Executive Director.  The concept of having at least one independent view in the boardroom of all growing SME’s to improve decision making and reduce risk is one of the most valuable advances a company can make.

About Martin:

“Martin Norbury is the real deal. If you get the chance to spend time or work with Martin, then I’d urge you to grab it with both hands.  He’s quite a guy…..” – Nigel Botterill, UK Leading Entrepreneur and author of UK’s best-selling business book 2011

Entrepreneur, former CEO, Author and The Scalability Coach™, Martin’s varied clients say he helps them focus on their business improvement through: people development (mentoring and coaching), business growth strategies, Non-Executive Director support for SMEs, and effective personal management.


Download each workbook by clicking on the links below: 

KL_Scale_intro to SCALE

KL_Scale_workbook 1_S

KL_Scale_workbook 2_C

KL_Scale_workbook 3_A

KL_Scale_workbook 4_L

KL_Scale_workbook 5_E


From Tayabali Tomlin – Accounting for Entrepreneurs 

(click on each title below to download)

Cash Flow Forecast Example

Profit And Loss Forecast Example

TT strategic_planning_session_workbook shortened

57 Ways to Grow Your Business by Tayabali Tomlin

TT The 10 Point Innovation Stack

TT Strategic SWOT analysis

TT Evaluating Your Business Model

TT Comprehensive SWOT Review

TT Comprehensive SWOT Review part 2

TT 7 Biggest Mistakes Mar14

Tayabali Tomlin is an accounting firm that believes in thinking differently and challenging the status quo. We also believe in changing lives. From an entrepreneur’s perspective, we do that by maximising your wealth with innovative and award-winning business growth, profit improvement and tax planning solutions.

But it’s not all about the money! We are passionate about inspiring you to achieve your business and personal goals. That’s why it’s important for us to understand why you do what you do and what you want out of your life and business. We want to help you put in place plans and strategies to get you from where you are now to where you want to be.

With offices in Cheltenham, London and Moreton-in-Marsh, we serve a wide range of clients across the UK and internationally.

Our experienced and high calibre team are the best at what they do – employing their considerable expertise to help you take your business to the next level. We ask the right questions at the right times, to offer innovative strategies for growth along with cutting-edge tax planning and solutions to optimise your business.

Everything we do is intelligently and strategically focused on maximising your wealth. So whether you’re looking for proactive and informed support to grow your profits, lower your tax bills or manage your personal wealth, you’ll find we’re right there with you.