Tools
Free tools, templates and checklists
Every template, checklist, self-check and research page on this site in one list. They are free and need no sign-up.
The short answer
Start with the profit and loss template if you want to see your figures, the switching checklist if you are changing accountant, or the self-checks if you are not sure your current support fits your business.
Templates and checklists
- Profit and loss template: A simple template to download as Excel or CSV, with a worked example.
- Changing accountant: a step-by-step checklist: Tick off each step as you go.
- What a fee should include: A checklist to read a fee quote against.
Self-checks
- Is my accountant doing enough?: Compare what you get with what you agreed and what you may need now.
- Have I outgrown my accountant?: Signs that your business may need more support.
- When do you need management accounts?: A few questions about your business and what they may point to.
Research and data
- When are company accounts due?: Companies House filing deadlines.
- Online fixed-fee accountants compared: Published prices side by side.
- Making Tax Digital: who it affects: Who is affected and from when.
- Who owns UK accountancy firms?: What the ownership records on the Companies House register show.
- How big are UK accountancy firms?: Staff numbers from filed accounts.
- How old are UK accountancy firms?: Company age from the register.
- Do accountancy firms file on time?: Filing records from Companies House.