Documents for Business

In excess of 1,000 customisable documents covering every conceivable business issue.
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Evaluating the finance function

Evaluating the finance functionIf you've been asked to justify the number of staff in your accounts department and want to understand how much value they're adding, you'll need to record the time spent by your team on the different finance functions and... Read more

Tender bank contents log

Tender bank contents logA tender gives you the opportunity to inform the buying organisation how you will meet their requirements, offer best value and explain why they should select your company. Responding to formal tenders is now a commonplace ele... 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

Corporation tax computation

Corporation Tax computationMost businesses show a monthly provision for Corporation Tax (CT). Usually this is calculated as a percentage of profit before tax (PBT). If you want a figure closer to what the actual tax charge might be, you'll need to mir... Read more

Monthly financial timetable

Monthly financial timetableThe speed with which you are able to close the books is a very good indicator of the efficiency of the company's financial procedures. Fast closing also saves time, money and resources and enables you to add value in other w... Read more

Audit preparation schedule

Audit preparation scheduleOne of your busiest times will be the annual audit. Good preparation for the auditors makes a big difference to the time they take and the amount of disruption suffered by the finance team and the company's management. As aud... Read more

Critical success factors plan

Critical success factors planIt can sometimes be extremely difficult to get everyone in the finance team pulling in the same direction and focusing on the true essentials. That's where a critical success factors (CSFs) plan can help. Critical success ... 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

Organisation chart

Organisation chartAccountants are often also line managers, leading a team of accounting staff. Your accounts department will be responsible for the timely and accurate processing of thousands of transactions, even in a small business. But whatever t... Read more

Employee loan agreement

Employee loan agreementLoans to employees provided for the purchase of season tickets, cars, bikes or any other purposes must have documented terms and conditions so that confusion is avoided at a later date. This benefits both the company and the em... Read more
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