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 – invoices@knbc.co.uk and/or other paperwork to admin@knbc.co.uk 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).

Invoice Template (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)

 

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