Charity Client Onboarding Page | Proud Bookkeeping Ltd

Thank you for accepting our Proposal and Welcome to Proud Bookkeeping

We're thrilled that you have decided to work with us with your Bookkeeping. As with any partnership there are a few housekeeping things that we have to do in order to start working on your books.

Please could you complete the form below.

Before you start you will need 2 forms of identification for Anti Money Laundering purposes. Please provide us with a copy of one of the documents from List A and a copy of one of the documents in List B.

List A - Photographic ID

a valid full passport; or
a valid H M Forces identity card with the signatory's photograph; or
a valid UK photo-card driving licence

List B - Proof of Address

a utility bill less than three months old; or
a council tax bill less than three months old; or
a bank or building society statement less than three months old
a valid UK photo-card driving licence

These documents will be stored on a secure server and destroyed when no longer required. We will never share your information with anyone without your precise written permission.

Charity Client Information

Personal Information - Information about you.

First Name

Last Name

What is your position or title in the Charity?

Residential address (current)

Residential address (Previous, if less than 3 years at current)

Date of Birth

Personal mobile number

Personal email address

Photographic ID

Up to 1 image, document or design files (5MB limit per file)

Proof of Residential Address (no more than 3 months' old)

Up to 1 image, document or design files (5MB limit per file)

Charity Details

Charity Name

What does your Charity do?

When did you become a Charity?

Charity email address

Charity telephone number

What is your Charity Commission registration number?

Registered address for Charity

Charity trading address

Charity website address

Is your Charity registered for VAT?

If 'yes', what is your VAT registration number? If 'no', please enter N/A

Please enter the date you became VAT registered

Does your Charity have an accountant?

If 'yes', please give the name, address, telephone number and email address of your Accountant. If 'no', enter N/A.

Please share all the current Trustees of the Charity who have access to bank accounts or bookkeeping software

Chairperson

Chairperson email address

Treasurer

Treasurer email address

Secretary

Secretary email address

Trustee

Trustee email address

Trustee

Trustee email address

Any other notes?

Address

For links to all our policies please click here.