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

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

Features

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

 

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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)

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