CWC Consulting Company Profile (PDF)
Our mission, vision, core values and full service portfolio in one document. Ideal for tender submissions and vendor registration.
PDF · ~2.4 MBDownload
Resources & Downloads
Practical tools, checklists and guides from our consultants — free for clients, prospects and fellow professionals.
Good Information, Good Decisions
The Same Tools Our Consultants Use
Good decisions start with good information. On this page we share the same checklists, templates and guides our consultants use every day — from onboarding documents and statutory calendars to practical guides on outsourcing, tax compliance and business growth. All resources are free to download. Clients can request customised versions through their account lead.
About CWC Consulting
About CWC Consulting
Services Brochure (PDF)
A one-page overview of our seven service lines: Accounting & Bookkeeping, Payroll, Tax, Corporate & Administrative, HR & Recruitment, Immigration and Property Management.
PDF · ~1.1 MBDownload
Business Advisory Overview (PDF)
How we support competitive research, funding strategy and SME growth.
PDF · ~1.3 MBDownload
Get Started With Us
Get Started With Us
New Client Onboarding Checklist (PDF)
Everything we need to set up your books, payroll and tax compliance, step by step.
PDFDownload
Accounting Document Request List (PDF)
The standard set of records we request to commence bookkeeping and reporting.
PDFDownload
Payroll Onboarding Form (PDF/Word)
Employee details template for seamless payroll setup, including expatriate staff fields.
PDF / WordDownload
Recruitment Request Form (PDF/Word)
Tell us about your vacancy: role, person specification, timeline and panel preferences.
PDF / WordDownload
Immigration Document Checklist (PDF)
Documents required for work permit, special pass, pupil’s pass and visitor’s pass applications, renewals and KRA PIN processing.
PDFDownload
Property Management Onboarding Form (PDF/Word)
Building, unit and owner/tenant details for commencing management services.
PDF / WordDownload
Stay Compliant, All Year
Stay Compliant, All Year
Kenya Statutory Tax Calendar (PDF)
Key recurring deadlines at a glance: PAYE by the 9th; VAT and withholding tax by the 20th; corporate instalments on the 20th of the 3rd, 6th, 9th and 12th months; individual returns by 30 June; corporate returns within six months of year-end. Indicative only — confirm with KRA.
PDFDownload
VAT Compliance Checklist (PDF)
Monthly checks to keep your VAT position clean before filing.
PDFDownload
Year-End Close Checklist (PDF)
A practical closing schedule for IFRS financial statements and audit readiness.
PDFDownload
Tax Clearance Certificate Guide (PDF)
What it is, when you need it, and how we obtain it on your behalf.
PDFDownload
Think Like a Consultant
Think Like a Consultant
Why Outsource Your Accounting? (PDF)
How outsourcing saves time and money, frees your staff, eliminates software overheads, and gives you proactive financial health analysis.
PDFDownload
The SME Funding Guide (PDF)
Navigating critical moments: non-bank finance, bank finance, equity, government sources, business expansion scheme funds, venture capital and franchising.
PDFDownload
Barriers to Entry Worksheet (PDF)
A working template: funding, legal barriers, cost of sales and marketing, required skills, employee concerns, IP and taxation.
PDFDownload
HR Policy Starter Kit (PDF)
Core policies every growing Kenyan business should have: employment, absence, disciplinary and grievance, performance management and rewards.
PDFDownload
Expatriate Employment in Kenya: A Compliance Primer (PDF)
Work permits, special passes, residence permits, KRA PINs and payroll obligations for international staff.
PDFDownload
Please Note
- Files are provided in PDF unless stated. Word versions of forms are editable.
- Templates are general guidance and may not fit every situation. For advice on your specific circumstances, contact us.
- Clients: customised, branded versions of any document are available on request from your account lead.
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