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  • GDPR for Financial Experts

    Join our new GDPR for financial experts GDPR Support Group.  Who is this for??   You’re someone who helps others increase their wealth and financial wellbeing. You manage a huge amount of sensitive data professionally. You are an IFA, an accountant, a skilled bookkeeper or other financial experts.

    • Video training, checklists, planners, live webinars (at family-friendly hours)
    • Full GDPR compliance audit support so you can create:
    • Policies exclusive for your industry (because one size does not fit all)
    • And more as GDPR information is released (like the cookie policy)
    • All training, checklists and documents are held on Facebook for your convenience
    £160.00 plus VAT Add to basket
  • Bookkeeper Hiring Agreement

    Included in the Bookkeeper Hiring Agreement:

    1. Bookkeeper Hiring Agreement
    2. Bookkeeper Booking Form
    3. Data Processing Instructions
    4. Sample Security Instructions

    Not sure which level you need? Compare contract options here

    £45.00£250.00 plus VAT Select options
  • Bookkeeper Terms of Business

    Your clients will understand that you, their bookkeeper will be accessing their financial records and may even be just paying their bills online.

    They really have to really trust someone to give them that level of access to their life and these bookkeeping contracts will build that trust.

    Included in the Bookkeeper Terms of Business:

    1. Bookkeeper Booking Form
    2. Bookkeeper Data Processing Form
    3. Bookkeeper Terms of Business

    Not sure which level you need? Compare contract options here

    £45.00£250.00 plus VAT Select options
  • Sale!

    Bookkeeper Business Basics

    The ultimate business bundle for your Bookkeeper business!

    Contracts and policies written with financial experts for financial experts that are ready to implement within your business. Start your business off of on the right track with contracts for your clients, associates and policies to match. Now including one year of data protection support to get you compliant with GDPR!

    Buy together as a bundle and save money.

    Not sure which level you need? Compare contract options here

    £236.00 - £728.00 Select options