About us
Donna opened CBKLtd in 2003 offering payroll and accountancy solutions to the Small/Medium Business Enterprise realising there was a missing link between internal unqualified accounts staff and the year end Accountant.
CBK employ the right person for the job in hand.
This includes qualified bookkeepers and experienced Sage and accounts trainers.
We also take on junior staff which we believe is important to our future.
CBKLtd also run an Accounting Tuition centre for software/cloud training and manual bookkeeping
Achievements:
PQ magazine Awards 2018 – Shortlisted for Private Tutor of the Year
BKN Tutor of the Year 2016 – Winner
Technical Editor – Dummies – Sage 50 4th Edition
Donna Curling – Director is a Fellow Member of AAT (FMAAT) with over 10 year membership.
Insurance
CBKLtd is covered by Professional Indemnity Insurance & General liability
Data Protection Act
CBKLtd is registered with the Data Protection Act www.ico.gov.uk
Money Laundering Regulations
CBKLtd adhere to the Money Laundering Legislation. As a book-keeper we require ‘satisfactory evidence’ to confirm your identity. In certain circumstances, we may need to obtain evidence confirming the identities of third parties, the source of any funds or other property, the purpose of any instructions or any other matter. We may also need to obtain such evidence after we have begun to act on your instructions. For more information on this a link is provided to HMRC website https://www.gov.uk/guidance/money-laundering-regulations-accountancy-service-provider-registration
Interests:
“I love the New Forest in particular, spending time strolling and taking in the views wth my – adorable but slightly mad – dog. When the weather is good we often venture to the Dorest Beaches.“
AAT – Licence Services Include:
Payroll: The calculation of the net pay due to a client’s employees after taking into account all deductions and reimbursement of expenses.
This includes the preparation of returns to enable the submission (to HMRC) of all required RTI forms, after approval by a client. Advising the client of their liability, if any, to pay PAYE and National Insurance to HMRC.
Book-Keeping: The recording of actual transactions in monetary terms to trial balance only, without any adjustments. It specifically excludes the calculation of actual transactions, for example the calculations of depreciation, accruals/prepayments and work-in-progress.
Value Added Tax (VAT): The preparation of VAT returns; dealing with HMRC on behalf of a client, advising on the applicable rates of VAT in respect of both inputs and outputs.
To provide their client with: An explanation of the principles of VAT : Calculations of the VAT to be paid to, or recoverable from, HMRC
Budgeting and forecasting: The preparation of financial reports before the accounting period(s) typically showing planned income, expenditure, and capital employed or cash flow.
Forecasting is the prediction of relevant future factors affecting a business and its environment and may be used as the basis for preparing budgets, for example a sales forecast or cash flow forecast.
Management accounting: The preparation of summarised accounting data reports for the owner or management team of a business, on a frequent basis (for example quarterly, monthly or weekly).
Some examples of management accounting reports are:
Monthly / quarterly profit and loss statement : Monthly sales analysed by product or division : Standard costing reports
Financial accounting and accounts preparation for sole traders and partnerships: The preparation of financial accounts for sole traders and partnerships but specifically excludes any accounts required for statutory purposes under the prevailing Companies Acts
Financial Accounting and accounts preparation for statutory purposes: The preparation of the full and abbreviated statutory accounts that are compliant with prevailing legislation, including the Companies Act, and relevant Accounting Standard(s)
Company Secretarial Services: The provision of any or all of the following services incidentally to the provision of other accountancy services: Company Formation ; Completing form Annual Return (AR01)
Computerised Accounting Systems: The demonstration, installation or provision of training to clients on accountancy and accountancy related systems.
