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.

Sole Trader
New Client Information

PERSONAL DETAILS - All about you

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

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

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SOLE TRADER DETAILS - about the business

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