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  • GDPR for Financial Experts

    Are you are a financial consultant, IFA, accountant, or other professional that helps individuals become wealthier?  Looking to work towards GDPR compliance within your business or struggling to keep up-to-date with all the updated legislation?

    Join the most supportive GDPR for Financial Experts community. This programme is designed to help you comply with GDPR in an easy, supportive and practical way and includes a one year membership to the following:

    • Access to our new dedicated training zone
    • Access to a private Facebook group for your industry
    • Step-by-step course to take you through the process
    • Video training, checklists, planners, live webinars (at family-friendly hours)
    • Full GDPR compliance audit support so you can create:
      • Privacy Policies exclusive for VAs (because one size does not fit all)
      • Data Retention Policies
      • And more as GDPR information is released (like the cookie policy)

    If you need your VA to help you, we have a special VA chair waiting for you so your VA can do some of the ground work for you and come back to you to make the key decisions. Speak with us today to find out more.

    £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
  • Bookkeeper Terms of Business | VA Add On

    Your existing VA terms are designed to support your general VA work.  But if you are a specialist VA Bookkeeper you really need your paperwork and data processing and onboarding to focus on the type of work you do.

    This add-on pack is designed to work with your existing KoffeeKlatch VA terms of business  and is available to existing customers only who have purchased VA terms of business at the the same level within the support period.

    Included in the Bookkeeper Terms | VA Add On:

    1. Bookkeeper Booking Form
    2. Bookkeeper Data Processing Form
    £10.00£160.00 plus VAT Select options
  • 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

    From £236.00
    20% OFF!
    Select options
  • Bookkeeper Terms of Business | Upgrade

    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

    £40.00£205.00 plus VAT Select options
  • Bookkeeper Hiring Agreement | Upgrade

    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

    £40.00£205.00 plus VAT Select options