Please find below a number of download templates for your use. All documents are amendable, as from experience we know that not one document suits all members. These documents are provided for guidance purposes only and should be tailored to the specific needs of your practice and clients.
If you have a useful template that you would like to share with other members, please may we ask for all branding to be removed and a copy forwarded to memberservices@bookkeepers.org.uk
Letter of Introduction to local businessesLetter of Introduction to local accountantsProspective Client Enquiry FormNew Client Information RequestNew Client Clearance LetterNew Client Proposal covering letterRemote Bookkeeping ProcedureWorkflow ChecklistRisk Management ChecklistTax Return Declaration
Accruals and Prepayments
Daily Cash Sheet
Sales and Purchase manual ledgerExpenses FormEmail Footer TemplateClient Complaint FormDisengagement Letter
PL Tronc Template
Simple Drink Stock record
Drink Stock Movement
Pub Revenue Sheet
All businesses must all comply with the Data Protection Act, but find out when you should register with the ICO.
Download your copy of ICB's heraldic crest for use in your communications- exclusively for Practice Licence holders.
Find out more about the Bribery Act, how it affects your practice, and download a policy template.
Fellowship is the highest accolade that ICB can bestow upon a member. Admission to Fellowship is by application & interview.
