Professional Services
Business templates and client onboarding documents for UK accountants and bookkeepers
Running an accountancy or bookkeeping practice means juggling client records, financial paperwork and day-to-day admin. Our templates give you a professional foundation so you can spend less time on setup and more time looking after your clients.
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Who this is for
Built for accountants and bookkeepers
UK self-employed accountants and bookkeepers — sole-practitioner up to small practice, with fixed-fee, retainer or hourly client work.
Overview
A clearer way to manage your accountant bookkeeper paperwork
An accountant or bookkeeper sells trust — the client hands over their money admin and expects it back accurate, on time and audit-ready. The technical side is your training; the practice layer (engagement letters, AML record-keeping, ICO registration evidence, professional indemnity, GDPR for financial data) is what clients, insurers, supervisors or the ICO may ask to see. LaunchKit gives UK accountants and bookkeepers ready-made templates for that whole layer: business documents (engagement letter, AML record template, conflict-of-interest log, GDPR notice for financial data, professional-indemnity schedule, complaint procedure, client-onboarding checklist), financial trackers for the practice itself, the free MTD readiness check and editorial guidance for planning around current Making Tax Digital rules, a pricing calculator that handles fixed-fee, monthly-retainer and hourly mix, an AI copy kit for client comms, and a startup guide. Every template is UK-specific, A4 print-ready, and structured around how UK accountancy and bookkeeping practices actually onboard and operate — practice-led, AML-disciplined, professional-body-aware.
What we solve
Common UK admin problems we solve
- Engagement letters skipped on referrals, then under-specified when scope creeps and the practice ends up doing more work than was priced
- AML record-keeping handled informally for new clients, with no clean per-client file when the professional body or HMRC asks for evidence
- Pricing structure (fixed-fee vs retainer vs hourly) inconsistent across clients, with practice-side margin hard to read at quarter-end
- ICO registration, professional indemnity and AML supervision renewals tracked from memory, with conditions managed reactively if a check arrives
- Self-assessment for the practice itself compiled each January from card statements, software subscriptions and CPD receipts, with MTD ITSA quarterly reporting from April 2026 now in scope
- The same client onboarding messages, fee-renewal letters and quarter-end reminders rewritten from blank every time
FAQ
Frequently asked questions
- Are these accountant and bookkeeper templates UK-specific?
- Yes. A4 print-ready, GBP, UK conventions for engagement, AML, GDPR and practice-side paperwork. Templates support your professional body's framework — they don't replace its specific guidance, your AML supervision, or your insurance schedule.
- Does the AML record template reflect what professional bodies expect?
- It captures the standard fields most UK AML supervisors expect for client-take-on (identity verification, risk rating, source of funds note, sign-off). Specific supervisor expectations vary across the recognised bodies; cross-reference yours and adapt the form if needed.
- How should I check Making Tax Digital requirements?
- Use current GOV.UK guidance and confirm any software workflow against HMRC compatible-software and digital-link requirements.
- Can the pricing calculator handle fixed-fee, retainer and hourly?
- Yes. The workbook models work as fixed-fee, monthly-retainer or hourly with modifiers for complexity and onboarding effort, so you can see what each shape actually earns per hour and pick the right structure per client.
- What file formats do I get?
- Most documents are PDFs with a fillable business-name header. Premium adds editable Word (.docx). The pricing calculator is an Excel workbook.
Related reading
More for accountants and bookkeepers
Why LaunchKit
Built for accountants and bookkeepers, not generic.
Every pack is reviewed for accurate format and tier disclosure. Templates are practical resources for UK accountants and bookkeepers, not legal or tax advice — review against your own circumstances and check suitability for your business.
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