Guides & Templates
Feel free to view our guides and videos below
Downloads
Downloads 
Business Plan Template
Download our free, easy-to-use business plan template to get started on the path to success.
 3 minutes
Download
Pitch Deck Template
Impress your investors with our handy pitch deck template that you can download and personalise for free!
Download
Director Resignation Letter Template
Use our fuss-free downloadable template when writing your director resignation letter.
Download
Privacy Policy Template
Stay compliant with data protection laws and build your own privacy policy for your website with our free template.
Download
Payslip Template
Download our free payslip template that you can use as a guide to create payslips for the employees in your business.
Download
Cashflow Forecast Template
View all the financial possibilities for your business with our free cashflow forecast template.
Download
Sales Invoice Template
If you’re still using Excel rather than software this template can create and track your invoices.
Download
Employee Timesheet Template
This timesheet provides a template to track the hours, overtime, sick days and holidays of your employees.
Download
Directors Minutes and Dividend Vouchers
Claim your dividends using our minutes and vouchers template.
Download
Minutes and Dividend Voucher Help Sheet
Understand how to fill in the minutes and vouchers template.
Download
Holiday Request Form Template
A formal holiday request form for your employees to complete.
Download
Mileage Claim Form Template
Keep track of all your business miles, including the date, location and other relevant details of the trip.
Download
Guides
R&D Tax Credits Guide
The latest information regarding R&D tax credits for your business.
2 minutes
Download
Tax Residency Flowchart
An easy to follow flowchart to show whether you are a resident for UK tax purposes.
 2 minutes
Download
Making Tax Digital for Income Tax Self Assessment Guide
Learn everything you need to know about Making Tax Digital for ITSA.
2 minutes
Download
Pensions for Self-Employed Workers Guide
Learn everything you need to know about Pensions for Self-Employed Workers.
3 minutes
Download
Corporation Tax for Limited Companies Guide
Learn everything you need to know about Corporation Tax for Limited Companies.
3 minutes
Download
Limited Liability Partnership Guide
Learn everything you need to know about Limited Liability Partnerships.
3 minutes
Download
Reference Numbers and Codes for Sole Traders and Partnerships Guide
Learn all you need to know with our guide.
2 minutes
Download
Obligations and Deadlines for Limited Companies Guide
Understand the obligations and deadlines for limited companies.
3 minutes
Download
Reference Numbers and Codes for Limited Companies Guide
Keep track of the reference numbers and codes which identify your limited company.
2 minutes
Download
Quick Tax Saving Tips Guide
Our guide to helping you and your business save money and operate in the most tax efficient way possible.
2 minutes
Download
Paying Yourself Guide
Learn everything you need to know about paying yourself from your business, for both sole traders and limited companies.
3 minutes
Download
Income Tax and National Insurance for Sole Traders Guide
Learn all you need to know with our guide.
4 minutes
Download
Benefits of VAT Cash Accounting Guide
Learn everything you need to know about the benefits of VAT Cash Accounting
 3 minutes
Download
Working from Home Guide
Understand exactly what expenses you can and cannot claim for when working from home.
 3 minutes
Download
Business Expenses Guide
The topic of what business expenses you can claim for is a complex one. Let our easy to understand guide explain it for you.
 5 minutes
Download
New Employer's Guide
Learn everything you need to know and prepare before hiring your first member of staff.
 10 minutes
Download
Franchising Guide
Everything you need to know about becoming a franchisee and buying into a franchise.
 4 minutes
Download
Director's Loans Guide
Understand exactly what director's loans are and how to correctly account for them in your bookkeeping records.
 8 minutes
Download
Obligations for limited company directors
Understand what's required of you as a limited company director.
 3m 5s
CIS guide
Understand your tax obligations and how to register for CIS as a contractor or sub-contractor working in construction.
5 minutes
Download
Transferring Shares Guide
This can be a complex area, but our straight forward guide will remove any potential confusion.
 3 minutes
Download
Incorporating Company Guide
All you need to know about incorporating a limited company as a sole trader or partnership.
 3 minutes
Download
Contractor Guide
Thinking about becoming a contractor? This guide covers all the factors you will need to consider.
 5 minutes
Download
MTD for VAT Guide
Understand the MTD record-keeping and reporting requirements for your VAT registered business.
 2 minutes
Download
Starting a Business Guide
So you're thinking of starting a new business? This guide will help you get started.
 8 minutes
Download
Maternity Pay Guide
This extensive guide will clarify the rules on maternity leave and pay for directors and employers.
 5 minutes
Download
VAT Guide
Learn everything you need to know about VAT for your business, from registration to submission.
 4 minutes
Download
IR35 Guide
Do you understand the implications of IR35 for your business? If not, then this guide is perfect for you.
 7 minutes
Download
Partnership Guide
Understand the rules and regulations for trading as a partnership with this helpful guide.
 7 minutes
Download
Sole Trader Guide
Discover everything you need to know about operating as a sole trader, including your deadlines and responsibilities.
 7 minutes
Download
Limited Company Guide
Discover the deadlines and responsibilities you need to know about when operating as a limited company.
 8 minutes
Download
Salary & Dividends Guide
Avoid the confusion and learn the most efficient way of paying yourself from your company.
 3 minutes
Download
PAYE Guide
New to employing staff and unsure where to start with PAYE? This guide will walk you through everything you need to know.
 4 minutes
Download
Benefits of Pandle Guide
Discover the unique benefits of using our Pandle bookkeeping software as one of our clients.
 3 minutes
Download
Auto Enrolment Guide
Understand what your responsibilities are for Auto Enrolment and workplace pensions if you're an employer.
 4 minutes
Download
Bookkeeping Guide
Learn the basics of bookkeeping to help you stay on top of the finances and make well-informed decisions in your business.
 4 minutes
Download
Self Assessment Guide
Vital information on registering and completing your Self Assessment, to keep you compliant with HMRC.
 4 minutes
Download
Digital Marketing Guide
If you're starting a new business and will be advertising online then check out this handy guide.
 7 minutes
Download
Closing Company Guide
Discover the methods you can use to close down your limited company, and the implications of them.
 6 minutes
Download
What else is included in our accountancy packages?
If you have any questions about our services please call us on 020 3355 4047
Unlimited support via phone or email
Automated reminders for your important deadlines
Annual tax efficiency reviews to reduce your tax bill
Proactive checks of your bookkeeping on Pandle
Automated bank feeds to speed up your bookkeeping
Live chat support on our bookkeeping software
Mobile app to invoice customers & upload receipts
Free representation during a HMRC investigation
Confirm Transactions
The number of monthly transactions you have entered based on your turnover seem high. A transaction is one bookkeeping entry such as a sale, purchase, payment or receipt. Are you sure this is correct?
Please contact our sales team if you’re unsure
VAT Returns
It is unlikely you will need this service, unless you are voluntarily registered for VAT.
Are you sure this is correct?
Call us on 020 3355 4047 if you’re not sure.
Bookkeeping
You will receive our bookkeeping software Pandle for free, as part of your package.
You can use this to complete your own bookkeeping, or we can provide a quote to complete your bookkeeping for you.
Please select and option below:
Call us on 020 3355 4047 if you’re not sure.