Accounting & Bookkeeping Checklist

Accounting & Bookkeeping firms like all other businesses thrive to grow. But the competition out there is fierce. Retaining old clients & landing new clients isn’t an easy task. Especially, with the growing client needs.

Downloadable ZIP File:


  • Why Outsource Accounting & Bookkeeping Tasks
  • Benefits of Outsourcing to India
  • Accounting tasks Accountants & Bookkeepers shouldn’t outsource
  • Accounting tasks Accountants & Bookkeepers may or may not outsource
  • Who are we

Excel Checklists:

  • Accounts Preparation Checklist
  • Bookkeeping Preparation Checklist
  • Information Checklist
  • Payroll Processing Checklist

Tax Season Template

The month of January is an Accountant’s nightmare, infamously known for the all-nighters accountants have to pull in order to wrap up the tax returns for their clients.

Downloadable PDF:
  • Introduction
  • Struggles of an Accountant
  • Overcoming the challenges
  • About Outbooks
  • How Offshoring with Outbooks can Make the Difference?
  • From the Founder’s Desk

Business Continuity Plan

The COVID-19 outbreak has been causing significant disruptions for businesses, ranging from financial underperformance to business insolvencies. While businesses are suffering, Accountants have been undergoing one of the toughest challenges of their professional careers.

Downloadable PDF:
  • What Is Business Continuity Planning (BCP)?
  • Key Aspects of an effective Business Continuity Plan
  • Five Steps for Developing a Business Continuity Plan
  • Actionable a Business Continuity Plan should include


Downloadable Excel:

Business Continuity Plan Checklist

Self-Assessment Tax Return Checklist

Self-Assessment Tax is a tax filing system in the UK that the HM Revenue and Customs (HMRC) uses to collect Income Tax. As a responsible citizen, you are obliged to file your tax return each year.

Downloadable PDF:
  • Who must file a Self-assessment Tax Return
  • How to register & send a return
  • What is a Self-assessment Tax Return?
  • Deadline for filing Self-assessment Tax Return
Downloadable Excel:

Self-assessment Tax Return Checklist

Cash Flow Forecast Template

While the government is doing its part, Accountants are busy strategising and preparing cash flow forecasts to file for the aid scheme. Outbooks recognises the pain, so here’s a free pre-defined template to ease your work a bit. It contains all the information regarding:

What you get

Page 1: Who is eligible for the scheme

Page 2: Instructions and Documents required to apply for CBILS loans

Page 3: Viability Questionnaire

Page 4: Notes and Queries

Excel: Cash Flow Forecast Template


Process for Bookkeeping including the Paperwork Checklist

From Transactions to Reconciliations. From Financial Statements to Closing. Here’s a definitive checklist to carry out your bookkeeping duties.

  • Two types of Bookkeeping
  • Key Steps
  • Bookkeeping Process
  • Paperwork Checklist

Client Onboarding Guide & Checklist

Some say that Client Onboarding is one of the most crucial parts of their journey with you. Are you making the most out of it?

Read our definitive guide and do just that and more!
  • What is Client Onboarding?
  • Client Onboarding Process
  • Importance of Client Onboarding
  • Client Onboarding Checklist (XLS)