These templates provide ready-made examples of professional services that clients can purchase directly from your CheckTheBooks profile.
They’re designed to help you structure your listings clearly — explaining what’s included, what’s required from the client, and what they’ll receive upon completion.
Feel free to personalise the tone, add your experience, and tailor the scope or deliverables to your specific expertise.
Well-written and transparent service descriptions help clients understand your offer quickly and increase your chances of conversion.
Accountant’s Letter & Professional Certificates
Subject / Summary: Professionally issued accountant’s letters for banks, embassies, or lenders.
Description:
We will prepare and issue an official accountant’s letter or certificate for your specific need — whether for a mortgage, visa, proof of income, or business verification. Each document is reviewed by a qualified professional and meets standard institutional requirements.
Having supported individuals, contractors, and businesses across multiple industries, I understand what banks, embassies, and underwriters look for in these letters.
Typical scenarios:
You need proof of income for a mortgage or loan.
You require confirmation of self-employment for a visa.
Your client or landlord has requested business verification.
What you’ll get:
Signed professional letter or certificate (PDF)
Custom wording for purpose and recipient
Verification of figures against your accounts
Optional version on company letterhead
What we’ll need from you:
Purpose of the letter (mortgage, visa, etc.)
Income or turnover proof
Recipient details or reference ID (if applicable)
Annual Company Filings
Subject / Summary: Full preparation and submission of your company’s statutory filings.
Description:
We will take care of your company’s annual filing requirements with HMRC and Companies House — including Corporation Tax (CT600), Annual Accounts, and Confirmation Statement (CS01). We ensure your filings are accurate and compliant to avoid penalties.
With experience supporting both active and dormant companies, we can streamline your year-end process, even if your records are behind.
Typical scenarios:
You’ve received a reminder or overdue notice.
Your previous accountant is unavailable.
You need dormant or first-year company accounts prepared.
What you’ll get:
Preparation and submission of all required filings
Confirmation of submission and acceptance
Filing calendar for next deadlines
Optional call to review next year’s obligations
What we’ll need from you:
Company number and authentication code
Accounting records or bookkeeping exports
Prior filings (if changing accountants)
Company Setup & Registrations
Subject / Summary: Start your new business with complete registration and compliance.
Description:
We will help you incorporate your company or register as self-employed, handling all HMRC and Companies House submissions. From company formation to VAT and PAYE setup, we make sure your business is properly structured from the start.
Having registered hundreds of companies, I can help you choose the right structure (Limited, Partnership, or Sole Trader) and ensure a smooth setup process.
Typical scenarios:
You’re transitioning from freelancer to limited company.
You want to register for VAT or PAYE.
You’re starting a new venture and want to be compliant from day one.
What you’ll get:
Company incorporation or registration
UTR, VAT, and PAYE setup (where applicable)
Certificate of Incorporation
Advice on next filings and bookkeeping setup
What we’ll need from you:
Business name and registered address
Director(s) and shareholder details
ID for verification
Business activity (SIC code)
Employer & Payroll Filings
Subject / Summary: HMRC-compliant payroll and employer filing service.
Description:
We will prepare and submit your employer-related HMRC filings, including P11D, P60, and FPS submissions. Our service ensures all employee benefits and deductions are correctly reported.
Having worked with small employers and growing businesses, I help clients avoid underpayment issues, submission errors, and late penalties.
Typical scenarios:
You’re filing P11D for benefits in kind.
You’ve received an HMRC notice about payroll.
You want an expert to check your submissions.
What you’ll get:
Preparation and filing of forms
Confirmation of HMRC submission
Optional payroll compliance review
What we’ll need from you:
Employer PAYE reference
Payroll and employee details
Benefit and expense information
Grant & Funding Application Support
Subject / Summary: Enhance your funding application with professional financial input.
Description:
We can review or prepare your grant and funding applications to strengthen your case and ensure accuracy of your financial data. We’ve supported startups and SMEs applying for government, innovation, and local funding, improving their approval odds.
Typical scenarios:
You’re submitting a funding proposal for your business.
You need help verifying your financial statements.
You want a professional to review your application before submission.
What you’ll get:
Review or preparation of financial sections
Accuracy check and improvement suggestions
Optional accountant’s support letter
What we’ll need from you:
Grant/funding details or link
Draft proposal or application
Financial statements or projections
Personal Tax Return Filing
Subject / Summary: Complete Self Assessment and Capital Gains Tax filing service.
Description:
I will prepare and submit your Self Assessment or CGT return, ensuring accuracy and compliance with HMRC. This service covers income from self-employment, property, dividends, and other sources.
I’ve assisted freelancers, landlords, and contractors in submitting returns correctly, claiming deductions, and resolving late filings.
Typical scenarios:
You’re filing your first return as a sole trader.
You’ve sold a property or shares.
You want to avoid errors or missed allowances.
What you’ll get:
Review, preparation, and submission of your return
Confirmation from HMRC
Summary of tax due and deadlines
What we’ll need from you:
UTR and National Insurance number
Income and expense details
Supporting forms (P60, P45, etc.)