Included in the Bookkeeper Terms of Business | Addon:
What do the levels mean?
Your documents and support options are explained here >
Which level should I choose?
If in doubt choose a lower level. You can upgrade later to a higher level to extend your support period or get more flexibility on where you can edit your documents
What do I get in the support period?
You get access to unlimited support in the KoffeeKlatch Facebook customer group.
You get access to updates and additional material at no additional charge during your support period
You get access to our growing library of support material in the ‘KoffeeKlatch zone’ designed to help you manage clients comfortably using your legal documents as a positive tool.
Who writes these documents?
These documents are written by our team of business and legal experts and then reviewed by key customers to check they reflect the way you work today.
Are all the levels editable?
The Booking and Data Processing forms are designed to help you collect and gather the information that is unique to your contract with your client.
The main agreement can be modified by using the appropriate forms in the Booking form.
If you have an established business model and want to edit the main agreement, or add it in html format to your website, you will need to purchase or upgrade to Premium level.
Why do you lock down the other levels?
Most legal templates are sold without support and advice being included. If you go to a legal team for advice it will cost you hundreds of pounds. We are able to include advice within your purchase by having a streamlined document system where we know what terms you are on and where to find any changes you have made. Without that, we could not offer advice and support. People come for the contracts but stay for the training, advice and support. Few people go into business understanding all the issues your contracts cover – and the law itself changes regularly. By having a standardised format, we can easily update you on what has changed, train you, advise you, and prepare the help you need within the group – all at a price few legal teams could offer.
Will my documents make me compliant?
Your documents will help you comply with your legal obligations (and give yourself some extra protection and advantages too). They are designed to go along side good practise and an understanding of your rights and obligations. If you do not work in accordance with the options set out on the documents, or make changes to the documents that reduce your rights or increase your obligations, you will not be compliant.
Why can’t I remove the KoffeeKlatch copyright claim from my documents?
Our documents remain our copyright. We assign to you a right to use them in accordance with our terms. The copyright claim is there to alert other people who may think of using them that they need to contact us before using our copyright material.
What is the difference between Global and UK options?
If both you and your client are in the UK, the UK version is fine. You can add in what you need for Scotland or NI. If either of you is not in the UK you need the global version. See here for more information >
Can I get phone or private support?
Your purchase does not include one to one support, but there is an option to purchase one to one support if you decide you need it. Find out more here >
Got stuck at the checkout?
We monitor how many people visit our checkout without purchasing. If there’s a reason why you didn’t go ahead, please let us know at firstname.lastname@example.org. Thank you.
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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 for you to add to your VA terms if you decide to offer a Bookkeeping Virtual Assistant service.
Focussing on Finance platforms and finance administration you would have to go through the more general onboarding AND this takes on board the AML money laundering and ID requirements that apply to this aspect of your business.
Use these documents when starting bookkeeping and finance administration projects.
This item does not include additional Facebook support – your support period will run in line with your original VA contract purchase.