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company accounts - schedule/tick list wanted

  • Practice Licence
  • 87 posts
  • # 93121



Hi,

Do any of you folks in practice have a client tick list or schedule that you could share with me?

I am just starting out on my own and it would be really helpful.

Many Thanks

Mary


mary@thecheshirebookkeeper.co.uk 

  • Practice Licence
  • 87 posts
  • # 93125

accounting-4said:

“do you mean to check when you start with a new client? I have one if you want to give me your email address I can send you what I use”

Thats great thanks.

mary@thecheshirebookkeeper.co.uk 

  • 21 posts
  • # 93318

accounting-4said:

“do you mean to check when you start with a new client? I have one if you want to give me your email address I can send you what I use”



Hi i was hoping you can send me 1 please it would be greatly appreciated as i 2 am just setting up on my own
my email addres is kellydbaines85@hotmail.co.uk thank you in advance 

  • Practice Licence
  • 87 posts
  • # 93334

does anyone have a checklist for ltd's to help out a newbie? 

like -
register with companies house
complete annual to companies house by
complete form xxx by


etc ...


 

  • Member PM.Dip
  • 4 posts
  • # 98696

Hi

 

Could someone please send me a checklist as I am looking to start out very shortly. My email address is linda.rix@hotmail.co.uk

 

thank you

 

regards

 

Linda

  • 1159 posts
  • # 98698

Before Sharon becomes swamped with requests again, she has kindly allowed this to be downloaded free from www.bkpr.co.uk just click the resources tab and the checklist is about halfway down the page.

Thanks Sharon.

Kris

  • Associate PM.Dip
  • Practice Licence
  • 24 posts
  • # 98796

Thanks Sharon and Kris - these are some really useful documents.

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