Business Documents — Premium
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£19.99
Fillable PDFs, editable DOCX files and a separate fill-online HTML bundle.
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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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Business Documents — Essential
Print and complete by hand
£5.99
Starter PDFs with a fillable business-name header. Print the remaining fields to complete by hand.
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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 much of that admin 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, a pricing calculator that works out each price from your hours, hourly rate and materials, 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. Keep one short weekly filing slot so this week's receipts sit with the matching job notes.
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
- 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.
- Can the pricing calculator handle fixed-fee, retainer and hourly?
- Not as built-in options. The workbook works out each price as hours × your hourly rate, plus materials with a markup, plus a fixed fee such as a call-out or travel charge, with VAT added if you choose. You enter the hours and materials for each line yourself.
- What file formats do I get?
- Essential Business Documents are starter PDFs with a fillable business-name header. Customisable Financial Forms are browser-personalisable HTML. Premium arrives in two downloads: interactive fillable PDFs plus editable DOCX files, and a separate fill-online HTML bundle. The pricing calculator is an Excel workbook. The AI Copy Kit contains 4 editable DOCX files and 4 read-only reference PDFs; it does not generate content automatically.
Related reading
More for accountants and bookkeepers
Why LaunchKit
Built for accountants and bookkeepers, not generic.
Every pack is checked so its page says exactly what format you get and what each tier includes. 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.
Free, no account needed
Free tools for accountants and bookkeepers
Calculators
- What should I charge? · Pricing starter tool
- VAT calculator · Add or remove VAT
- Take-home pay calculator · Self-employed estimate
- Sole trader vs limited company · Rough take-home comparison
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