Product includes the following checklists:

Onboarding client
Leaving client
Due diligence – individual/sole trader
Due diligence – partnership
Due diligence – limited company
Bookkeeping
VAT return
Self-Assessment questionnaire
Self-Assessment – sole trader/individual
Annual accounts and corporation tax (CT) – limited company
Bonus – email templates

The checklists are provided both in Word and Excel formats so you can easily implement them in your business and adjust if needed.

How will you receive the product?

Once you complete the payment, you will have an option to download all the checkslists and documents on the confirmation page. Thsi will be in a zip file. You will additionally receive an email with a link to download. Please check your spam.

The download link will be available only for 24 hours.