Below is a list and description of the complete suite of tools that can be found on your membership CD.
Strategy and Profit Improvement
- Strategic Planning Checklist
- 2020 Partner Questionnaire
- Retirement Calculator
- Mortgage Calculator
- Practice Objectives
- Strategic Plan
- Twelve Month Profit Improvement Plan
- Partnership Agreement Checklist
- Service & Product Matrix
Practice Management
- Partners Monthly Meeting Agenda
- Daily e-flash
- Staff Performance Standards
- Client manager System
- All Hands Staff Meeting
- Electronic Staff Holiday Planner
- Monthly Billing Letter
- Fixed Price Agreement
- Debt Collection Letters
- Tough Times Checklist
How to Market Your Practice
- New Business Kit
- 20+ New Marketing Letters
- Marketing Correspondence Cookbook
- Monthly Marketing Letters
- Marketing Planner
- Quarterly Client Newsletter
- Making a Presentation
- Example PowerPoint Presentation
- Seminar Planning Checklist
- Tough Times Seminar Kit
- Lifetime Value of a Client
- Client referrals
- Reception Slideshow
- Client Help Sheet System
- Client Satisfaction Survey
- Client Satisfaction Review
- Congratulatory Letters
- Announcing Changes
- Press Releases
- Sample Job Advertisement
- Responsibilities of the Marketing Co-Ordinator
- Thank You Letters
Adding Value to your Clients
- Meeting Aide Memoir
- Agenda Creator
- Client Satisfaction Survey
- Accounts "Education" Checklist
- Tax Return "Education" Checklist
- Points to Consider when Pricing Services
- "Invisibles" Price List
- Proposal for the Provision of Accountancy, Tax and Related Services
- Graphical Financial Summary - 5 Year Incorporated & Unincorporated Financial Summaries
- 2 Minute Healthcheck System
- Client Assessor
- Tough Times Letter & Checklist
- Audit Price List
Type II Services
- 2020 Consulting Manual - Strategy, Marketing, Finance, management
- Business Modelling
- Financial Planning Questionnaire
- Wealthcheck Advertisement
- 21 "Killer Ideas" on Financial Services
- The 5 Minute Financial Health check
- Example Corporate Finance Seminar Advert
- Bank Finance Helpsheet
- "What's Important to You?" Sheet
- Fact Find Sheet
- Pricing Your Services
- Example Consulting Engagement Letter
- Marketing Letter for Risk Management
- Fraud Risk management Checklist
- HR "Check Up" Document
- Developing a Staff Handbook
