Download your free Company Formation template to personalize and use in your bookkeeping or accounting firm.
This template is designed for your process of forming a limited company in the UK.
The work goes through the stages:
- Waiting for Client
- In Progress
(Work stages are customisable.)
The role involved in completing the work is: Onboarding Specialist.
(Roles are customisable.)
The template includes best practice automation to ensure the following are clear:
- Which tasks are ready to be worked on (i.e. task status)
- What the status of work is at any time (so you can get real-time work dashboards)
- Who is responsible for the work and tasks
- The priority of work and tasks
The start date for the work is the date the engagement was agreed. The due date of the work is 7 days later.
Download the Template
Download your Company Formation template now.
- .XLSX File
Add to Karbon
Get more out of this template by adding it to Karbon, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling