All our clients are advised to provide the following documents on monthly/quarterly basis (depending on the individual agreement) for current bookkeeping and accounting work.
1. Business bank accounts statements and business credit card statements;
2. Sales invoices (if raised independently), credit notes, payment/remittance advices;
3. Purchase invoices and receipts;
4. Mileage book for clients using private cars;
5. Subsistence schedule (days at work);
6. Copies of all correspondence from/to HMRC and Companies House;
7. Other relevant documents;
All clients are advised to use the dedicated email address for sending copies of sales invoices – firstname.lastname@example.org and/or other paperwork to email@example.com to receive automated confirmation of delivery.
For more information please contact us at 02034755561.
Expenses Monthly (helpful excel spreadsheet).
Mileage and Subsistence Monthly (helpful excel spreadsheet).
VAT Invoice Template 1 (helpful excel spreadsheet).
VAT Invoice Template 2 (helpful excel spreadsheet).
VAT Invoice Template 3 (helpful excel spreadsheet).
VAT Invoice Template 4 (helpful excel spreadsheet).
Open Office http://www.openoffice.org/download (free MS Office equivalent i.e. Excel and Word).
PDF Reader http://get.adobe.com/uk/reader/?promoid=JZEFU (free Adobe PDF reader)
PDF Creator http://www.pdfforge.org/download (free PDF file printer – print to PDF instead on paper and attach to emails).
KNBC Clients Referral Scheme http://www.knbc.co.uk/referral (£50 Referral Scheme details and Terms & Conditions)