How will the checklists transform your accounting or bookkeeping practice?
The checklists for accountants and bookkeepers are tried and tested over the years solutions that will transform your accounting or bookkeeping practice and put it ahead of your competitors.
Onboarding client
Step-by-step checklist that will take you from the initial contact with a potential client to signing the contract and fully onboarding the client so you’re ready to work with them.
Leaving client
This checklist will ensure all matters with your leaving client are properly closed both for your business and also between you and the client.
Due diligence – individual/sole trader
With the due diligence checklist for individuals and sole traders, you will be confident that you follow all procedures to comply with anti-money laundering rules.
Due diligence – partnership
This checklist will help you comply with anti-money laundering regulations before you accept any clients that run an ordinary partnership.
Due diligence – limited company
The due diligence checklists will give you all the steps and questions to ask your limited company clients to ensure compliance with anti-money laundering regulations.
Bookkeeping
Know what you’re doing each time you perform bookkeeping tasks for a client making sure their records are in a perfect order.
VAT return
VAT is complicated enough to give us accountants nightmares sometimes, so why not at least be confident you are following all the necessary steps when preparing your clients’ VAT returns.
Self-Assessment questionnaire
Each client’s situation can be different but you don’t want to type all the questions individually and worry if you missed something. Send this self-assessment questionnaire each time you prepare a self-assessment tax return for a client.
Self-Assessment – individual/sole trader
With this checklist you will be confident you are ticking all the relevant boxes on a self-assessment tax return for your clients.
Annual accounts and corporation tax – limited company
Annual accounts and corporation tax returns can be fiddly and it’s easy to miss a small detail. With this checklist you will always follow the same process with ease.
Email templates
You know what you want to ask for but how should you word it to sound good, professional and potentially increase your chances of getting a response? These templates will make this easier.
All checklists are both in an Excel and Word formats, so you can easily use them and also adjust them to your specific needs.
The checklists are tailored to the bookkeeping and accounting services provided to the UK customers. If you run or work in an accounting or bookkeeping practice serving clients from the UK, these checklists are ideal for you.