Forms Letters and Tools contains many useful models and tools to enhance productivity and service delivery for the busy accounting practitioner.
This list highlights a selected “top 10” tools.
- Accounts Working Papers – an Excel template with tabs and spreadsheets ready to populate for a range of commonly produced working papers on an accounts production assignment. There are also optional lead schedules that are automatically populated from the underlying working papers.
- Graphing Tool – many business owners prefer graphics and visuals to numbers. The graphing tool has a range of bar graphs, pie charts etc. which are automatically produced after the input of a few salient accounts figures. Ranging from five-year turnover and profit graphs to funds flow information and dashboards, output from this tool enhances your accounting reports.
- Interim Workings and Checklist – With the increase in use of cloud accounting packages, the methods of working are completely different to the “old” once a year accounts production. These interim workings schedules are designed to record quarterly reviews of the online accounts and the documentation of the reconciliations and balances.
- Business Analyst – A what if? tool – use the simple “one-page analyst” to highlight the effect on profitability of increasing prices or selling at discounted prices and the sales volumes. Use the detailed workings for a more in-depth discussion and what if? scenarios.
- Loan calculator – enter the loan amount, rate etc and the loan interest is calculated over up to 25 years.
- Bookkeeping work and fees schedule – a tool to record and agree exactly who does what and how often the tasks are done in any bookkeeping assignment. Stop items falling between two stools
- Tax Liabilities schedule – a simple but effective spreadsheet to populate with the personal tax liabilities or repayments that arise. This eliminates the need for potentially complex formatting of tables in a Word document. Incorporates a tax payslip which can be used to send remittances to HMRC.
- Payroll systems – a comprehensive set of spreadsheets to systemise the payroll process. A form to collect the information required to set up a payroll scheme in the first instance, a new employee form, payroll information collection, deductions authorisation sheets etc.
- Winning Clients – a tailorable selection of probing question s to act as prompts at meetings with prospective clients. Covering tax, accounts, and general business advice, this may well highlight issues with the existing advisors.
- Letters – A range of standard letters covering the most common areas – In either letter format or for uploading to a client portal. No need to reinvent a wheel each time – just load them up and enter the figures and add any personalised text as required.