Ltd Co Onboarding | 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 for 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.

Limited Company
New Client Information

PERSONAL INFORMATION - These questions are all about you

First name

Last name

Residential address (current)

Previous residential address (if less than 3 years at current)

Date of birth

Marital Status

Personal email

Personal mobile number

Personal National Insurance Number

Photographic ID

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

Proof of Address (within 3 months)

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

LIMITED COMPANY INFORMATION - Questions about your business

What is your position in the Company?

Registered Business Name

Trading name (if different from above)

What does your business do?

Date business started

Business email address

Business telephone number

Registered address for Limited Company

Business Trading address

Company Registration Number

What date did you register the Limited Company?

Is your business registered for VAT?

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

If 'yes', what date did you business become VAT registered?

Do you have an accountant?

If 'yes', please enter the accountant's name, telephone number and email address, below.

How many directors do you have?

If there is more than one director, please enter the name and email address for each one. This is in order for us to verify others within the company.

Director (2) - full name

Director (2) - email address

Director (3) - full name

Director (3) - email address

Director (4) - full name

Director (4) - email address

Address

For links to all our policies please click here.

Thank you for accepting our Proposal and Welcome to Proud Bookkeeping

Limited Company New Client Information

PERSONAL INFORMATION - These questions are all about you

LIMITED COMPANY INFORMATION - Questions about your business

If there is more than one director, please enter the name and email address for each one. This is in order for us to verify others within the company.

Limited Company
New Client Information