Client information

Client documents

Useful documents and setup links for clients and prospective clients of Jayne Marie Bookkeeping.

Before work starts: every client must have agreed the service scope, completed onboarding, supplied required identity information and signed an engagement letter issued directly by Jayne.

Security note: do not upload or send ID documents, proof of address, bank statements or payroll records through ordinary website forms. Jayne will confirm the secure sharing method to use.

Privacy Notice

Explains how Jayne Marie Bookkeeping handles personal data for enquiries, onboarding and bookkeeping work.

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Client Welcome Pack

A plain-English guide to how the bookkeeping service works, what clients need to provide and what happens each month.

View PDF Download PDF

Service Scope

Shows what is included, what is optional and what is outside Jayne’s bookkeeping-only service.

View service scope Download Word

Client Onboarding Form

Collects the basic client, business, software and records information needed before work can start.

Open online form Download Word

Contact Form

Use the website contact section to enquire about bookkeeping support or request a call back.

Open enquiry form Email Jayne

Pricing Guide

Explains Jayne’s standard hourly rate of £30 per hour, how estimates work and why messy records or catch-up work can take longer.

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FAQs

Answers common questions about tax returns, VAT support, Xero, onboarding and secure document collection.

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Secure Document Upload

Explains why sensitive documents should not be sent through public website forms.

Read upload guidance