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    Free tools and templates

    Calculators and templates for UK accountants, bookkeepers and payroll bureaux. Work out what to charge and what onboarding costs you, then use the templates to win and onboard clients.

    Book a demoSee how it works

    All free, with no sign-up.

    £61.58an hour for £100k profitAccountancy fee calculator →
    Client onboarding checklist
    • Check the enquiry fits the services
    • Book a discovery call to understand their needs
    • Agree the scope of work and the services they need
    Client onboarding checklist →
    Accounting and bookkeeping proposal
    • Proposal for [Client business name]
    • Prepared by [Practice name] on [date]
    • Dear [First name],
    Accounting proposal template →

    What's here

    Four free calculators (fees, onboarding cost, the cost of employing someone and proposal conversion) and seven free templates (an enquiry form, proposal, follow-up emails, onboarding checklist, engagement letter checklist, professional clearance letters and an AML risk assessment), created by strively co-founder James Harris. All free, with no sign-up.

    Calculators

    Work out what to charge, what onboarding costs you, what a new hire costs and what winning more proposals is worth.

    Strivie, the strively mascot, waving

    Pick a card, any card!

    £61.58an hour for £100k profitAccountancy fee calculator →
    £10,315of time saved a year with strivelyOnboarding cost calculator →
    £31,743a year for a £26k admin assistantCost of employing calculator →
    £36,000more a year at 60% conversionProposal conversion calculator →

    Templates

    From the first enquiry to a fully onboarded client. Copy them, adapt them and use them in your practice.

    Win new clients

    Accountancy enquiry form
    • Name
    • Business name
    • How did you hear about us?
    Accountancy enquiry form →
    Accounting and bookkeeping proposal
    • Proposal for [Client business name]
    • Prepared by [Practice name] on [date]
    • Dear [First name],
    Accounting proposal template →
    Proposal follow-up emails
    • Subject: Looking forward to speaking on [date]
    • Thanks so much for booking a call with us. It's great to hea…
    Proposal follow-up emails →

    Onboarding and compliance

    Client onboarding checklist
    • Check the enquiry fits the services
    • Book a discovery call to understand their needs
    • Agree the scope of work and the services they need
    Client onboarding checklist →
    Engagement letter checklist
    • The client's full name and legal entity
    • Who in your firm is responsible for the work
    • The services you'll provide
    Engagement letter checklist →
    Professional clearance letters
    • Dear [Name],
    • Professional clearance: [Client name]
    • We have been asked by [Client name] to act as their accountants…
    Professional clearance letter →
    AML client risk assessment
    • Identify and verify the client
    • Is the client a politically exposed person?
    • Does the client appear on a sanctions list?
    AML client risk assessment →

    Meet the creator

    James Harris

    James Harris

    Co-founder of strively

    James Harris is a co-founder of strively. With Rachel Harris and Brad Mills, he set up strively after automating the first stage of the client journey at striveX, the founders' own accounting firm. He created these calculators and templates to help practices work out what to charge, see what onboarding really costs and take on new clients with less admin.

    Follow James on LinkedIn →

    The team behind strively

    Rachel HarrisRachel HarrisAccountant and co-founderBrad MillsBrad MillsCo-founder and developer

    Want these steps to run themselves?

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