DAVID J. COX, ACPA

Certified Public Accountant & Tax Consultant 

Telephone 01323 412191   Fax 01323 400070 or 07092 876088

mailto:david@davidjcox.co.uk 

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ABOUT US

TERMS

BOOK-KEEPING

SERVICES

OFFICE

TAX INVESTIGATIONS

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Our recommendations as to the records and the "books" to be kept.

1. Bank statements for each bank account that you have whether it is private or business should be tagged in date order into a folder, together with chequebook stubs and paying in books.

2. You should keep records showing all payments giving

The date

To whom paid

What the payment was for

Cheque number

Invoice number

Whether paid by cash or by cheque or by credit card

3. You should keep records showing all income giving: -

The date

From whom received

A note of what the income was for

Your invoice number where applicable

Whether paid in cash or by cheque.

All this information can be kept on your computer using a spreadsheet such as Excel, Works or Star Office.  If you have the program then I can supply my standard files with built in formula.

Email david@davidjcox.co.uk for the files.

If you prefer we can arrange to do your book-keeping for you.  Please ask for details.

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