Documents for Business
In excess of 1,000 customisable documents covering every conceivable business issue.Search all documents in Documents for Business
Transfer pricing template
Transfer pricing templateTransfer pricing isn't just an issue for global companies trading with each other across borders. It's based on the principle that transactions for goods or services sold between related parties, such as between two connected c... Read more
Doubtful debts calculator
Doubtful debts calculatorIf you have concerns over the ability of the debtor to pay, it's prudent to establish a provision for the amount of the doubtful debt. Such a debt may become bad in due course, either in part or in full. Alternatively, you mig... Read more
Balance sheet ratios report
Balance sheet ratios reportDirectors probably place more emphasis on the profit and loss account than the numbers. However, it's worth drawing their attention to what the balance sheet has to say about the company too, by using balance sheet ratios. B... Read more
Monthly prepayments calculator
Monthly prepayments calculatorYou can make adjustments to your monthly management accounts for any expense that spans more than one period, e.g. rent. Other common examples of prepayments are insurance, maintenance contracts and business rates. Howev... Read more
Indexing management accounts
Indexing management accountsNearly the entire focus of management accounts is performance against budget and looking at the reasons for variances. However, comparisons with how you were doing this time last year, i.e. "growth", are also critical. Addin... Read more
Monthly commitments sheet
Monthly commitments sheet In order for your management accounts to be as accurate as possible, you make adjustments for expenses that have been incurred but not yet invoiced (accruals). In theory, you should be able to identify any expense commitment... Read more
Staff time analysis
Staff time analysisIn a perfect world, sales and customer-facing staff would spend 100% of their work time generating revenue for your business. But this isn't possible in the real world. A costed snapshot of time spent on non-revenue generating acti... Read more
Internal control checklist
Internal control checklistOne of the keys to improving profits is reducing leakage through inefficient processes and managing undue risks in the business. As an accountant it's your responsibility to establish and maintain internal controls.Key questi... Read more
Analysing financial statements
Analysing financial statementsIf you are asked to comment on the finances of a potential new customer you should download a copy of their latest financial statements from Companies House. What should you do next?Full set neededWhatever the filing req... Read more
Letter to employee concerning student loan deductions
Letter to employee concerning student loan deductionsIf an employee with a student loan has informed you that they've just paid off the balance of their loan with a lump sum, you still need to continue to make deductions. Use our letter to make the po... Read more
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