Checklists
Sustainability activation checklist
This practical guide provides more information to help your organisation develop a sustainability roadmap, guiding you through these six steps – assess, prioritise, commit, measure, report, and improve.
Governance checklist for SMEs
The principles of good governance are important for businesses of all sizes to consider. Without a governance framework or policies, your business may be vulnerable to complacency, financial strain or unwanted legal disputes.
Use our comprehensive, interactive checklist to benchmark the governance characteristics of your small to medium business against best practices.
Working capital management checklist
Effectively managed working capital is key to a company’s financial health and ability to navigate challenging business conditions.
Our Working Capital Checklist guides you through the three essential elements of working capital management: order to cash (O2C), procure to pay (P2P), forecast to fulfil (F2F).
Checklist: Managing key payroll tax compliance risks
Various State and Territory revenue authorities are placing more attention on ensuring employers are paying the right amount of payroll tax.
To help employers navigate these requirements, BDO has prepared a checklist that sets out some of the key risk areas for payroll tax purposes.
Guides
Navigating the Australian climate-related financial disclosure landscape
Whether you’re a large corporation or a financial institution, our roadmap, designed for Group 1, 2, and 3 entities, provides clear guidance on climate-related reporting and disclosure deadlines. It simplifies your sustainability journey with essential activities aligned with either compliance or strategic goals.
Strategic planning starter guide
A go-to reference for small to medium businesses on how to create and implement an effective and robust strategic plan.
This guide includes simple steps for a successful plan, and a strategic plan template example.
Succession planning: 4 Ls of family business
When planning the path to succession, it can be helpful to consider the ‘4Ls’ approach taken in family business: Learn business, Learn OUR business, Learn to lead and Learn to let go. For each of these stages, there are education and leadership development milestones that can be applied in any business – not only those involving family succession.
ASX Listing Guide: IPO handbook 2025 - BDO
In this guide, BDO’s team of experts outline some of the key points to consider in a company’s decision to list. The guide also outlines some of the key components for a successful ASX IPO.
Unlocking private debt: A guide to sources and strategic uses
Private credit debt has become an increasingly popular financing option for businesses, particularly in situations where traditional banks are either unavailable or less advantageous from a flexibility perspective.
Best practice for SMEs
This series is designed to ensure you, and your business operations, are at the top of your game. Over nine articles, our team discuss taking a ‘best practice’ approach to the key processes we believe are the hallmarks of successful, sustainable businesses.
