Templates that save the back-and-forth

Brand discovery: competitors, references, and constraints

Capture positioning, competitor URLs, visual references, accessibility needs, and project constraints before creative work starts.

Paid media launch: accounts, tracking, and goals

Collect ad account access, pixel or tag status, conversion definitions, offers, and guardrails before spending goes live.

SEO & content intake: goals, keywords, and measurement

Gather search goals, priority topics, SERP competitors, analytics access notes, and conversion definitions for an SEO or content engagement.

Video production: creative and delivery brief

Define audience, runtime, formats, story beats, talent, locations, music, and usage rights before a shoot or motion project starts.

Website content & structure brief

Collect sitemap intent, brand voice, audience, and key page copy from clients in one structured request, ready to clone into your workspace.

Audit PBC: cash and bank

Bank statements, reconciliations, restricted cash, and treasury support commonly requested for the cash cycle in external audit.

Audit PBC: fixed assets and depreciation

Asset additions, disposals, transfers, depreciation policy, and capex approvals commonly requested for the fixed asset cycle in audit.

Audit PBC: inventory and cost of sales

Prepared-by-client inventory rollforwards, costing method memos, obsolescence reserves, and third-party count reports for external audit.

Audit PBC: payroll and compensation

Typical prepared-by-client items for payroll testing: registers, bonus accruals, commission plans, and reconciliation to the GL.

Audit PBC: revenue and accounts receivable

Typical prepared-by-client items for the revenue cycle: AR aging tied to the GL, revenue rollforward, contracts, and cut-off notes for external audit.

1099 contractors: W-9 and payment backup

Collect W-9s, legal names, TINs on file, and annual payment totals so your team can prepare or review 1099-NEC filings without last-minute chasing.

Accounts payable: period close backup

Pull open AP detail, unmatched receipts, accrual support, and vendor statement reconciliations for a clean AP close.

Monthly bookkeeping close checklist

Month-end document list for bookkeepers: bank and card statements, payroll summaries, and checkpoints for unusual activity. It is ready to send to clients.

New bookkeeping client onboarding pack

Collect formation documents, prior-year filings, accounting system access, and payroll details when you onboard a new bookkeeping or advisory client.

Payroll new hire: client information pack

Gather hire date, job details, tax withholding elections, direct deposit, and recurring deductions so payroll can be set up cleanly in one round.

Sales tax filing: period support documents

Collect POS summaries, exempt sales support, marketplace reports, and jurisdiction notes for a clean sales tax filing period.

Year-end financial close: document request

Request W-2/1099 prep support, inventory, fixed assets, loan statements, and other year-end items bookkeepers need before tax-ready financials.

Change readiness: people, process, and risk

Capture impacted teams, communication constraints, training needs, and resistance risks before a process or systems change programme.

Consulting engagement: project kickoff brief

Capture problem statement, success criteria, stakeholders, constraints, and working norms at the start of a consulting or advisory engagement.

CIS: subcontractor payment and deduction records

Gather CIS verification evidence, payment statements, materials-only splits, and period totals for a Construction Industry Scheme review or filing support.

Corporation Tax: supporting schedules and adjustments

Collect depreciation, disallowed expenses, loss memoranda, related-party loan interest, and R&D or capital allowance notes for CT600 preparation support.

UK Self Assessment: client document pack

Structured list for employment (P60, P45, P11D), self-employment records, dividends, pensions, property, and other income for SA100 preparation.

UK VAT return: supporting documents

Sales and purchase backing, EC acquisitions, flat rate scheme evidence, and scheme-change notes for a VAT quarter review.