SJM Accounting Services Cheadle, Stockport 07778 590056
SJM Accounting Services           Cheadle, Stockport                     07778 590056

Templates to help in the running of your business

We provide our clients with basic excel spreadsheet templates (later amendable) and other helpsheets to assist in the running of their business and, more importantly, to reduce the time engaged in statutory matters rather than business matters.  These include:


  • cashbook for a limited company,
  • cashbook for a sole trader,
  • cashbook for a partnership,
  • bookkeeping for a property rental business,
  • dividends template,
  • tax efficient withdrawal of limited company profits,
  • guide to allowable/disallowable expenses.


A sample are available for download below but should none of your requirements be met above then please feel free to email us!


Please bear in mind these are very basic templates, requiring modification, and are provided for illustrative purposes only. Accordingly no responsibilty is accepted by ourselves should you subsequently use these and rely upon them for future accounts/tax purposes where there is no supervision by ourselves.  

Cashbook sole trader
Cashbook - SOLE TRADER.xls
Microsoft Excel sheet [182.0 KB]
Cashbook - Limited company
XLS File [187.5 KB]
Rental accounts
Rental Accounts Template.xls
Microsoft Excel sheet [58.0 KB]
Sole shareholder dividend template
Dividends Template 1 Shareholder.xls
Microsoft Excel sheet [36.5 KB]
Tax efficient withdrawal of company profits
Advisory letter for start up dividend st[...]
Adobe Acrobat document [165.7 KB]
Generally allowable/disallowable expenses
Allowable and disallowable expenses - gu[...]
Adobe Acrobat document [67.3 KB]
Auto enrolment guide
Auto Enrolment Guide.pdf
Adobe Acrobat document [2.3 MB]


SJM Accounting Services

51 Wilmslow Road  



Cheshire SK8 1HG

Making an appointment

If you have any questions, require a callback or wish to make a free, without obligation, appointment please contact us


Tel:  07778 590056




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