Engagement letters and the schedules that go with them. Each becomes a template in your own wording, filled from the paperwork you already have, and approved by a person before it goes out.
Each page shows what changes every time and the rules the document usually needs.
An accountant engagement letter sets out the services an accountancy firm will provide to a client, the fees, each side's responsibilities and how the engagement can end.
Board minutes are the written record of a meeting of a company's directors: who attended, whether the meeting was quorate, what was discussed and what was resolved.
Board minutes declaring a dividend are the written record that a company's directors met and decided to pay an interim dividend.
A capability meeting letter invites an employee to a formal meeting about their performance, after informal attempts to deal with it have not worked.
A director's loan agreement records a loan from a company to one of its directors: the amount and purpose, how it was approved, any interest, and how and when it is repaid.
A disengagement letter tells a client that an accountant will no longer act for them, either because the firm is resigning or because the client has ended the engagement.
A dividend voucher is the record a company gives each shareholder when it pays a dividend, showing what was paid and on which shares.
An employer reference letter answers a request for a reference about a current or former employee, either as a factual reference or as a full one.
A financial adviser client agreement sets out the service a firm gives a new client, what it costs and the client's rights.
A grievance meeting invitation letter invites an employee who has raised a formal grievance to a meeting to discuss it.
A grievance outcome letter tells an employee the decision on their formal grievance, point by point, and explains how to appeal.
An introducer agreement sets out the terms on which a person or business passes prospective clients to another business in return for a commission.
A job offer letter tells the successful candidate they have the job, with the salary, start date and type of post.
A letter of authority lets a client's accountant or agent ask banks, pension providers, a previous accountant and HMRC for information on the client's behalf.
A letter of representation is a signed statement from a company's directors to its accountant or auditor, confirming that they have given complete and accurate information for the year-end accounts.
A partnership agreement sets out how a general partnership in England and Wales is owned and run: each partner's capital and profit share, drawings, decisions, and what happens when a partner leaves or the partnership ends.
A pay rise letter tells an employee in writing that their pay is going up, by how much and from when.
A personal guarantee is a written promise by an individual, often a company director, to pay a business's debts to a creditor if the business does not.
A probation extension letter tells a new employee that their probation period will be longer than planned, and sets out what they need to achieve in the extra time.
A probation review outcome letter tells a new employee the result of their probation review: that they have passed, or that they have not and their employment will end with notice.
A professional clearance letter is how an accountant asks the client's previous accountant whether there is any professional reason not to accept the appointment, and how the previous accountant replies.
A secondment agreement sets out the terms on which an employee is lent by their employer to work for another organisation for a fixed time or project.
A variation of contract letter confirms in writing a change to an employee's terms that the employer and employee have already agreed, such as new hours, a new place of work or a new job title.
A written resolution lets the members of a private limited company pass a decision on paper, without holding a meeting.
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