A practice tool for UK accountants and bookkeepers – from engagement letter to tax paid
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Taking on a client properly and getting their year end out on time involve dozens of small steps – engagement letters, professional clearance, identity checks, agent authorisations, Companies House codes, bank feeds, then records, reconciliations, reviews, approval, filing and payment. Miss one and you risk a regulatory breach, a penalty for the client or an unhappy partner. This workbook gives every client a checklist for both stages, greys out the steps that can't apply, works out the filing and payment deadlines, and rolls everything up into a master tracker and a dashboard that shows where work is stuck and who is carrying it.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
One row per client – the details that decide which steps apply. What you do: enter the yellow columns.
Step 2
The 19-step onboarding grid, one row per client (same row as on Clients). What you do: type dates or pick Requested / In progress / N/A.
Step 3
One row per client per period with 18 steps, deadlines and status. What you do: add a row for each job and date each step.
Step 4
Every client on one line: onboarding %, latest year-end job, next deadline, overdue items, overall RAG and what needs doing. What you do: nothing to enter – filter and sort it.
Who it is for
Quick start
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We can adapt any prebuilt solution or build something bespoke, with a lifetime bug-free guarantee.
Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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