New client form

Client onboarding form

Complete Jayne Marie Bookkeeping’s online onboarding form after Jayne has confirmed that this is the right next step.

Before work starts: work cannot start until the engagement letter is agreed, onboarding information is received, required identity and due diligence checks are completed, and access to records or software is provided.
Pricing note: Jayne Marie Bookkeeping charges a standard hourly rate of £30 per hour. Any estimate depends on the time required after reviewing the records and agreed scope.
Security warning: do not upload or send ID documents, proof of address, bank statements, payroll records or AML documents through ordinary website forms. Jayne will confirm the secure sharing method if those documents are needed.

Complete the online onboarding form

This form collects the basic client, business, software and records information needed to prepare client setup. It does not replace the engagement letter, AML checks, secure document collection or final acceptance of the client.

Open online onboarding form

Prefer a document copy?

Use the Word version only if Jayne specifically asks for it. The online Tally form is the preferred route because it sends the submission directly to Jayne.

Download Word version Back to client documents

Before work starts

Work cannot start until the agreed service scope, engagement terms, payment setup and required client due diligence checks are complete.