Required Signup Documents
1. BooksMate Activation Form
2. Company Registration Documents “For registered Entities” (Company Incorporation certificate/CK Document/Trust Documents/etc.)
3. ID Documents of all the directors (Or atleast for 2 directors)
4. Old Tax Clearance Certificate
5. VAT 103/Proof Vat registration (if Vat registered)
Initial Source Documents Required:
1. Bank Statement (Preferably in CSV or electronic format)
2. Sales Report
3. Expense tracking Spreadsheet
4. Copies of Invoices issued or Cash register roll
5. Source documents received: Invoices from suppliers, receipts, till slips and statement of Account
6. Payroll report/record
7. Records of Assets (Fixed Assets register)
8. Loan or credit statements (records of liabilities)
NB: The client is responsible to ensure that all the required documents are send to us by the 7th of each month.
List of Benefits
We work throughout the year to offer you the capacity that allows you to operate your business in a manner that will give you the TAX advantages, legally reduce your tax bill and save you some time, money and hassle.
We assist you on various business problems and help you with good solutions. Our objective is to help you in making sound decisions for your business, we want you to make more money and succeed.
We notify you whether your business is liquid or not and what should be done in any case.
You focus on your businesses while we take care of the accounting functions thus increase the returns on your businesses
You receive the monthly management accounts which give you a picture of what is currently happening with your financials, monitor your business performance and make timely decisions to improve your businesses.
We help you to transparently run your business, make decisions that improve the performance of your business, have a clear picture of what is happening with your finances and reduce the risks of your business going down in the future.
Outsourcing our accounting services should be viewed as a way to reduce costs, expenses, a way to avoid future liabilities, and a way to increase your revenue and cash flow for your business not as an extra cost for your business.
We provide you with advise for the funding of your business and provide the advisory on financing decisions
We are the difference between your business failure in long term and its success.