Are you looking to start a bookkeeping practice — or do you already have one but haven’t yet created your procedures manual?
Then Bookkeeping in a Box is for you.
Bookkeeping in a Box provides a ready‑made procedures manual, designed specifically for bookkeeping businesses.
It saves you hours of time, removes the overwhelm of compliance, and gives you clear, professional documentation you can use straight away.
Whether you’re just starting out or need to bring your existing practice up to standard, Bookkeeping in a Box helps you:
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Stay compliant
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Work consistently
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Look professional
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Focus on growing your business — not paperwork
✅ Ready to use
✅ Easy to personalise
✅ Built by a bookkeeper, for bookkeepers
Our Story
When I started my bookkeeping business back in 2014, I spent countless hours creating the documents, templates, and procedures needed to meet the requirements of my AAT license.
Like many bookkeepers, I quickly learned that compliance isn’t just essential — it’s also time‑consuming.
Fast forward a few years, and I found myself chatting with a lovely bookkeeper called Margot. During our conversation, we naturally turned to the subject of compliance. Margot runs a successful bookkeeping practice but, like many practitioners, needed the right templates in place to remain compliant with her practice license.
Margot asked a simple question: “Would you consider selling your templates? It would save me so much time creating my own.”
So I did.
I created a complete set of documents for Margot, carefully adding highlights, guidance, and notes to show exactly what needed to be completed in each section. Everything was designed to be clear, practical, and easy to adapt to her own practice.
The result?
Margot was delighted — and more importantly, she saved countless hours by not having to start from scratch.
And that’s how Bookkeeping in a Box was born.
Get your Bookkeeping in a Box today
and put your procedures in place with confidence, clarity, and ease.
Stop starting from scratch. Start compliant. Start now.
Letter Templates
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Standard Letter of Engagement (plus service options)
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Letter of Dis-Engagement
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Letter of Professional Clearance
Forms
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First Contact Data Capture
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Initial Consultation
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AML Initial Check
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AML Due Diligence
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AML Risk Assessment
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Bookkeeping Workflow
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Client Address Change
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General Expenses
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Travel Expenses
Note Templates
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Client Meetings
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Client File Note
Standard Operating Procedures
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Business Continuity
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Business Continuity Appointed Person
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GDPR and Data Protection
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Recording CPD
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Expenses Claims
Terms & Data Sharing
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Standard Terms & Conditions
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Data Sharing Agreement
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Privacy Policy Notice
Affordable Solutions for all Boookkepers
Prices
Forms & Templates £125
3 x Letter Templates
1 x Engagement Service Options
2 x Note Templates
5 x Standard Operating Procedures
9 x Forms
Terms & Data Sharing £150
Standard Terms & Conditions
Data Sharing Agreement
Privacy Policy Notice
Complete Set £220
All of the documents listed above, buy the complete set together and save 20%
Frequently Asked Questions
How do I pay for Bookkeeping in a Box?
On receipt of you invoice you can make payment to us by BACS.
How will I receive my documents?
Once your invoice has been fully paid you will be given access to a Dropbox folder where you can view and download your documents at your leisure.
Can I upgrade to the full package in the future?
Yes, if you wish to upgrade all you need to do is get in touch and pay for the additional set.
ALL OUR TEMPLATE PRICES ARE FOR SINGLE PERSON USE AND MUST NOT BE DISTRIBUTED OR SHARED WITH THIRD PARTIES
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