Templates for accountants and finance teams
Ready-to-edit documents for the compliance and client work that accounting practices and finance teams handle. Each pack shows the country it covers and the date it was last checked against the rules.
Showing all 30 packs
13-week cash flow forecast
Weekly receipts and payments, rolling forecast, buffer and headroom flags, actual against forecast
Finance and reporting · 3 files · checked Oct 2026Month-end close checklist
136 close tasks by working day, reconciliation tracker and close calendar
Finance and reporting · 2 files · checked Oct 2026Management accounts and board pack
P&L, balance sheet and cash flow against budget and prior year, KPIs and board report
Finance and reporting · 3 files · checked Oct 2026Budget and rolling forecast
Budget by month and cost centre, rolling forecast, variance review with commentary flags
Finance and reporting · 3 files · checked Oct 2026Finance KPI dashboard
21 finance KPIs with definitions, targets, ratings and monthly trend
Finance and reporting · 2 files · checked Oct 2026Finance policies and procedures manual
Authority limits, segregation of duties, payments, expenses, journals, reconciliations and records
Finance and reporting · 8 files · checked Oct 2026Internal controls register
Risk and control matrix, testing schedule, deficiency log and board declaration paper
Compliance · 4 files · checked Oct 2026Audit preparation pack
88 prepared-by-client requests, 12-week timeline and kick-off agenda
Finance and reporting · 3 files · checked Oct 2026Finance software selection kit
Requirements list, weighted vendor scoring, cost of ownership, RFI, demo script and reference calls
Finance and reporting · 5 files · checked Oct 2026Engagement letter pack
Covering letter, terms of business and a schedule for each service
Client letters · 12 files · checked Oct 2026Client onboarding and disengagement pack
New client checklist, professional clearance, authorisations, fee increase and disengagement letters
Client letters · 8 files · checked Oct 2026AML compliance pack
Risk assessments, policies, due diligence forms, MLRO and training records
Compliance · 10 files · checked Oct 2026MTD for Income Tax pack
Client readiness tracker and letters for the April 2027 and 2028 starts
Tax and invoicing · 7 files · checked Oct 2026UK GDPR pack for practices
Record of processing, policies, breach, subject access and complaints procedures, with logs
Compliance · 10 files · checked Oct 2026Carbon footprint and reduction plan pack
Calculator with the 2026 government factors, Carbon Reduction Plan template and client letters
Sustainability · 6 files · checked Oct 2026HMRC tax adviser registration kit
Registration deadlines, relevant individuals, declarations, data security statement and gap checklist
Compliance · 6 files · checked Oct 2026Companies House ACSP and ID verification pack
ACSP procedures, ID verification log with 7-year retention, client letters and staff list
Compliance · 4 files · checked Oct 2026Practice employment pack
Employment contract, handbook policies and Employment Rights Act 2025 timeline
Compliance · 4 files · checked Oct 2026Supplier payment practices pack
Payment performance calculator, late payment interest, report checklist and payment policy
Compliance · 4 files · checked Oct 2026WISP kit for tax and accounting firms
Written information security plan, security workbook, incident response plan and annual report
Compliance · 5 files · checked Oct 20261099 season pack
Vendor tracker with the 2026 thresholds, W-9 request and year-end client letters
Tax and invoicing · 4 files · checked Oct 2026Tax season engagement and consent kit
Engagement letters, section 7216 consents incl. AI tools, intake questionnaire and Form 8867 due diligence
Client letters · 11 files · checked Oct 2026Quality management kit for small CPA firms
Quality risk assessment, policies manual, monitoring plan, annual evaluation and root cause analysis
Compliance · 5 files · checked Oct 2026Tax law change client letters
OBBBA letters for individuals and business owners, year-end and mid-year letters
Tax and invoicing · 4 files · checked Oct 2026E-invoicing readiness pack
Country timeline, readiness checklist, partner letter, software questions and tracker
Tax and invoicing · 5 files · checked Oct 2026VSME sustainability report pack
Data workbook for B1 to B11, report template, data request and covering letter
Sustainability · 4 files · checked Oct 2026EU AML Regulation readiness pack
Gap analysis by article, risk assessment, policies, appointment letter, due diligence forms and training log
Compliance · 7 files · checked Oct 2026EU GDPR pack for practices
Record of processing, privacy notices, retention schedule, breach and access procedures, DPIA
Compliance · 10 files · checked Oct 2026AI literacy and AI use pack
AI use policy, literacy plan, training record and tool assessment
Compliance · 4 files · checked Oct 2026AML and MTD bundle
Both paid packs together
Compliance · 17 files · checked Oct 2026No packs for this yet.
We add new packs every month.
