Membership Tools

Below is a list and description of the complete suite of tools that can be found on your membership CD.


Consulting Tools

2020 Consulting Manual -This gives you the information you need to develop, build and maintain a successful consulting practice. The manual is split into 4 sections:

•  Strategy
•  Marketing
•  Finance
•  Management

Client Satisfaction Survey Results - We have conducted numerous Client Satisfaction Surveys for accounting firms. In fact, over 10,000 "TOP 50" entrepreneurial clients have been surveyed. If you are concerned about satisfying clients' needs (and making lots of money), this report makes interesting reading.

Corporate Finance Tips & Tools – This tool contains useful resources to market and implement a corporate finance service to clients. Resources include business plans, cash flow forecasts, due diligence, business and share valuations.


Marketing Tools

Client Help Sheet System - This will help you be more proactive in identifying clients’ key concerns, educating them on the additional services you can provide and offering them solutions.

Marketing Correspondence Cookbook - We've assembled over 100 of the world's best marketing letters written by accountants, which have all been tested and proven successful.

20+ NEW Marketing Letters - Win new assignments, generate more challenging work and build client goodwill with this group of marketing letters, which will help you market new value-added services.

Reception Slideshow - This is a PowerPoint slideshow that runs on a PC in your reception area showing clients the full range of services that you offer.

Sales Proposal Document - This is a template document in Word together with a fee proposal template in Excel.

Winning Clients Template - This tool is designed to help you approach new business meetings in a more systematic and productive way. It is Excel-based, easy to use and will help you control and "close" on new client opportunities.

New Business Kit - This is an ideal pack to present to clients and prospects starting new businesses. Also, give it to solicitors and bank managers (and other introducers) for them to pass on. We provide you with the model kit, and you create your own bespoke New Business Kit, with your own logo, strapline and firm details.


Practice Management Tools

Client Manager System - This template system organizes and standardises the way you deal with audit and accounts jobs and provides you with meaningful information to make sure that all deadlines are met.

Holiday Planner – This template allows you to easily track all your teams’ holiday requirements for the year.

Tax Tracker – This template system organizes and standardises the way you deal with tax jobs and provides you with meaningful information to make sure that all deadlines are met.

Client ‘Termination’ Letters - A sample of 3 letters to use when terminating your relationship with a client.


Strategy and Profit Improvement Tools

Strategic Planning Checklist – This checklist allows you to plan ahead and work “on” your business rather than “in” it.

Retirement Calculator – This tool helps you focus on your “exit strategy”.

Twelve Month Profit Improvement Plan – This plan helps you focus on improving charge-out rates and utilisation – “How do we improve our bottom line”.