Practice Management Hub

The Practice Management Hub (PM Hub) is an exclusive benefit of 2020 Platinum membership and contains advice on setting a strategy and improving your profits as an accountancy practice.

Platinum members receive webinars and guides on a range of topics and tools to make their practices more efficient. These cover strategy and profit target setting, identifying areas to strengthen, KPI and MIS reporting, new client checklists, compliance and services checklists, increasing chargeable time, reducing write-offs, adding value to clients, succession planning and marketing resources.

Each section has a selection of easy to use resources that you can download from the PM Hub.

Forms, Letters and Tools is included with Platinum Membership. This comprehensive collection of over 425 useful forms, letters and tools is an essential product for every accountancy firm.
Full list of tools >

For more information and support, please contact us on:
Tel: 0121 314 2020 or Email us on


Strategy And Profit Improvement



MAD Guide – A Successful Partner Retreat – Strategic Planning
Key items to consider when planning a partner retreat.

MAD Guide – How To Ensure Your Own Succession
How to address succession issues that many practices face.

MAD Guide – Building and Working With A High Performance Team
A guide to assist with understanding people, what motivates and attracts them so that we can build and work with a high performance team.

MAD Guide – How To Organise An All Hands Meeting
Achieve targets and goals by discussing your plans with your team and getting them on board with the plan.

MAD Guide – How To Best Structure An Accounting Practice
A guide on how to structure a practice for both cloud driven compliance work and the growth of non-compliance services.

MAD Guide – Benchmarking Your KPI’s
An overview of the most important KPI’s to consider, along with some essential benchmarking data from accountancy firms.

5 Year Practice Development Planner
A five year profit plan for your practice. This tool is designed to help you focus on “how to get there.”

12 Month Profit Improvement Plan
Use this tool to focus on improving charge out rates and utilisation and ultimately “how we improve our bottom line?”

2020 Partner Questionnaire
Identify issues and challenges in areas such as management, financials, clients, partner issues, succession, staff issues etc.

Partnership Agreement Checklist
Essential areas to consider when drafting and agreeing your partnership agreement.

Retirement Calculator
A tool to calculate how much you need to contribute to your pension between now and your expected retirement date.

Strategic Planning Checklist
A checklist of items to consider when drafting the strategic plan for your firm.

Strategic Planning Objective Template
Use this template to produce your firms strategic plan.

Key Practice Performance Indicators
Focus on the right KPI’s and report them to the team. We have suggested 23 KPI’s to get you started!

Training and resources available for Platinum Members.



MAD Guide – How To Minimise Write-Offs
A guide to reduce write-offs, including the 5 golden rules to improve the recoverability of a practice.

MAD Guide – How To Increase Chargeable Time
Increase chargeable hours of fee earners by focussing on the key areas outlined in this guide.

MAD Guide – How To Create Time For Fee Earners
Improve the performance of your fee earners by adopting these strategies.

Accounts Working Papers
Standardise your working papers with auto-entry of key fields. Lead schedules and a summary into a trial balance also included.

Accounts Planning
An automated accounts preparation tool to be used when planning the client job.

Accounts Records Request Checklist
A checklist where you can tick the items required and amend as necessary for each client.

Accounts Preparation Steps
Identify and tailor the different steps involved in completing a set of accounts for the client.

Computerised Work Programs
Work programmes to reflect the clients accounting system, including various online accounting providers.

General Permanent File Index
A permanent file index for unincorporated businesses or personal clients.

Lead Schedules
A template of lead schedules in an Excel format.

Working Papers Index
Standardise your system so that all accounts files are in the same order by using the working papers index sheet.

Daily Flash Report
A powerful Practice Management tool. The daily flash report is available to everybody daily & ideally, done in a flash!

Training and resources available for Platinum Members.

Marketing And Selling


Rising Stars


MAD Guide – How To Market Cloud Accounting Services
A guide showing you how to move existing clients to the cloud and how to attract potential clients to your firm.

MAD Guide – How To Market Your Practice
Use this guide to develop a clear marketing plan to support your firm’s strategy.

MAD Guide – How To Generate Client Referrals
The easiest way to grow a practice is by referrals! Use these proven techniques for generating referrals.

MAD Guide – How To Market Corporate Finance Activities For The Smaller Firm
A guide to help you position your firm as experts in business finance.

MAD Guide – How To Cross Sell Additional Services
Understand the tactics and methodologies accounting firms are adopting to cross sell additional services to clients.

MAD Guide – How To Sell Accountancy Services
A useful guide which focusses on selling accountancy services that clients want.

MAD Guide – How To Be Successful With Wealth Management Referrals
The most successful accountants are very good at referring clients to their Financial Planner. This guide shows you how.

MAD Guide – How To Generate Payroll Clients
Take advantage of changes in legislation to encourage clients and potential clients to use your expertise, rather than struggle through themselves.

MAD Guide – How To Value Price
A useful guide that includes methodologies and ways of addressing value pricing.

MAD Guide – Pre Year End Tax Planning
A pre-year end tax planning system is essential to explore all tax options with clients.

57 Ways To Grow Your Business
A guide to help existing business owners maintain profitability and strengthen their position in the market.

Business Advisory Reception Slideshow
Informs visitors of information about your firm, why you are different and showcases the variety of services you offer.

Marketing Planner Clients
Use the marketing planner to detail your action plan for clients over the next 12 months.

Marketing Planner Prospects
Use the marketing planner to detail your action plan for prospects over the next 12 months.

Responsibilities Of The Marketing Coordinator
A checklist of items that your marketing coordinator should be responsible for.

The New Business Kit 2018-19
A comprehensive guide to the financial, tax and accounting considerations of starting a business, ideal for prospects!

Winning Clients
A system to produce an agenda for potential new client meetings and any necessary ‘follow up.’

How to sell accountancy services virtually (post C19) – webinar recording
A webinar recording with Gordon Gilchrist and Alice Best focusing on virtual selling post C19.

Training and resources available for Platinum Members.

Adding Value To Your Clients



MAD Guide – How To Maximise Client Loyalty
This guide focusses on the overriding approach to client satisfaction and involves all members of the firm.

Accounts Education Checklist
Educate clients on the 22 steps involved when completing and reviewing a set of accounts.

Client Survey Results
A client satisfaction survey from the top 50 clients of accounting firms over 25 years.

Fee Proposal Document
If you are quoting for a new client, the fee proposal template will help you present your proposal in a professional way.

Fee Proposal Calculation
The fee proposal calculation will calculate the fee to include in the proposal document.

Partner Meeting Aide Memoire
A checklist to facilitate a discussion around your client’s expectations, values and concerns.

Tax Return Education Checklist
Educate clients on the 28 steps involved when completing their tax return.

Training and resources available for Platinum Members.



New Client Setup Checklist
A fully interactive checklist to review all areas when taking on a new client, ensuring nothing is missed.

Staff Induction Procedures Checklist
A form to standardise procedures when taking on a new member of staff and ensuring they are made to feel welcome.

Loan Calculator
Calculate the details of any loan including the instalments, split between interest and capital.

Online Accounts Interim Workings
A review sheet for clients that systemises the process and provides a framework for end of year workings.

Bookkeeping Work And Fees Schedule
A template setting out the necessary bookkeeping steps and responsibilities, also includes a fee agreement.

Summary Schedule Of Personal Income Tax Due
A tool to illustrate the future tax liabilities arising for self employed or those paying tax in January and July instalments.

Agenda Creator
Allows you to quickly and easily produce an agenda for client meetings.

Debt Collection Letters
A series of template letters or emails that you can send to clients to improve your debtor days.

Electronic Staff Holiday Planner 2019
A template to record holiday times for your team.

Electronic Staff Holiday Planner 2020
A template to record holiday times for your team.

Fixed Price Agreement
A template letter to agree the services and a fixed payment plan for clients.

Monthly Billing Letters
Improve your cash flow by moving clients to monthly billing. Two template letters are included.

Partners Monthly Meeting Agenda
A template document covering the 9 key points to consider at your monthly partners meeting.

Staff Performance Standards
Use this spreadsheet to agree chargeable hour targets with your fee earners.

Invisibles Price List
A list of incidental services that clients request such as mortgage letters, simple tax advice etc. Ensure you charge for them!

Training and resources available for Platinum Members.

Mergers And Acquisition 

Merger And Acquisition Action Pack 

The Merger & Acquisition (M&A) Action Pack has been written to help 2020 Platinum members understand the steps and procedures when buying, selling or merging their practices.

It is designed to provide an overview of the planning, methodology and post transaction actions for Buying, selling and Merger (BSM) activities.

The pack outlines the basics of most BSM transactions and at the end of each chapter there are supporting checklists and example documents to assist you. Many of the documents are regularly used by 2020 consultants and there are real life examples from deals we have arranged.

In addition, there are four 20 minute webinars outlining BSM and the key considerations and steps involved.


Resources – Buying

Buy Marketing Letter
Template letters to send to suitable candidates to attract the maximum response.

Example Non-Disclosure Agreement
Use this agreement to send to a firm that you may wish to meet before exchanging confidential information.

Letter of Intent
Use the letter to confirm the mutual intentions and understandings of both parties.

Example Draft Heads
of Terms
The template outlines the major points of any deal between both parties, subject to due diligence.

Due Diligence Checklist Summary
A checklist of the summary points that should be considered before any transaction is finalised.

Due Diligence – More Detailed Areas
A comprehensive list that should be considered before any transaction is finalised.

Sample Agreement Payment Terms
An agreement which covers the common payment terms of a transaction.

Sample Merger Announcement
An example letter that can be sent to clients and prospects announcing the merger.

Public Relations Statement Announcing Merger
An example PR statement that can be used to announce the deal.

Resources – Selling

2020 Partner Questionnaire
Identify issues and challenges in areas such as management, financials, clients, partner issues, succession, staff issues etc.

Preparing a Practice For Sale
Use this document to review the factors that make a firm attractive to potential buyers.

Brief Firm Profile
Use this document to summarise details of the firm, partners, team, fees and other useful information for potential buyers.

Prospectus – Full
This document includes the headings that should be considered when preparing a full prospectus for interested parties.

12 Month Profit Improvement Plan
Use this tool to focus on improving charge-out rates and utilisation and ultimately “how we improve our bottom line?”

Resources – Merger of Similar Sized Firms

2020 Partner Questionnaire
Identify issues and challenges in areas such as management, financials, clients, partner issues, succession, staff issues etc.

Resources – 2020 M&A Documentation

2020 Overview of How We Help with M&A
An overview of how 2020 can help undertake a successful transaction.

Outline Steps
in Our process
An overview of the steps involved in 2020’s M&A process.

2020 Engagement
An example of 2020’s standard engagement terms.

Brief Firm Profile
A template which summarises the details of their firm, partners, team, fees and other useful information.

Prospectus Full
The document includes the headings that should be considered when preparing a full prospectus for interested parties.

Sample Sales Memorandum
A template document outlining all the details and headings required when completing a full prospectus.

Confidentiality Agreement
An agreement 2020 use when exchanging confidential information with interested parties.

Non Disclosure Letter
A letter 2020 send to interested parties before the full sales memorandum is shared with interested parties.

Training and resources available for Platinum Members.

Personal Development Videos

Personal Development Skills
Introducing Itzik Amiel – Attorney-at-law, Bestselling author and international speaker

You are probably flat out helping clients with their concerns, dealing with Grants and doing the day job. We cannot think of a time where accountants and tax professionals are so important to businesses.

At 2020 we also have been incredibly busy making sure you and your clients are informed, prepared and ready to survive the Pandemic and prosper in the future.

Personal skills development may seem like the last thing on anybody’s mind, but good skills are needed now more than ever to keep your firm moving forward and emerge strongly from the current challenges.

Emotions are running high just now making personal skills more important than ever to address the fear and anxiety of your team and clients.

We also need to look forward beyond the current situation and towards “The new normal”. Now is the time to start planning for how we work together in the future so that we all prosper.

At 2020 we look to bring the best speakers and writers to our members. We have been in the industry for longer than many other training and membership groups and we are very choosy about who we hire.

So, we are delighted to welcome Itzik Amiel, Attorney-at-law, International speaker and best-selling author to the 2020 team specifically to provide you and your team with motivational and uplifting videos on personal skills.

Itzik will be providing a weekly 20 minutes video on a specific skill we all should be thinking about when doing our work. We hope you find Itzik as inspirational as we do and that you enjoy watching and learning with Itzik!


In the new digital age “Authentic” businesses can inspire and prosper. Itzik will show you what people want now – an honest authentic experience rather than a product or service! Itzik explains why authenticity is the key to growing your firm and shares with you his top 8 practical ways you can develop to really make as difference.

Attention Giving Skills

Of all the gifts you can give to another human being few are more precious than your time and your attention.

In this short video Itzik shares 5 practical ways to develop attention giving skills.


Building Trust

In this video Itzik reminds us about Building Trust, probably the most important asset accountants have. He provides 10 Practical ways to build trust internally, externally, and MOST IMPORTANTLY in a Digital environment. This is a must watch video for all of us.

Effective Listening

In this video Itzik talks about genuine listening which helps build relationships, solves problems, ensure understanding, resolves conflict and improves accuracy. Within your accountancy practice, effective listening means fewer errors and less wasted time. Itzik shares 15 practical tips to develop effective listening skills. Again, this is a skill we should all revise – especially as we come out of lockdown with a new business environment.

Emotional Intelligence

In this video Itzik explains that despite a high technical level, accountants cannot succeed without emotional intelligence. Emotional intelligence matters to the growth of any practice. 

This is another must watch video outlining 5 ways to develop your emotional intelligence during these strange times.

Follow-Up & Keeping In Touch

In this video Itzik explains how important following up and keeping in touch with prospects effectively can help grow your practice.

Itzik shares his practical 3 parts framework for following up and keeping in touch and 3 steps for a winning follow up process. This is a must watch video for all accountants who want to grow!


Ownership of your emotions is incredibly important in growing a practice, including the term “vulnerability” which many of us hide driven by a mistaken belief that you are not strong enough to handle the challenges. Acknowledging “I was wrong” or “I don’t know” fosters the environment of imperfection and recognising you don’t need to have all the answers is essential in this changing environment and most importantly – working as a team you can find solutions to problems.

Itzik shares 5 ways to open the door to vulnerability in your practice so you can build better and stronger relationships. Another must watch video for you and your team.


Itzik talks about our ability to bounce back from adversity and how resilience is essential right now. He introduces 5 tips to better adapt to challenging situations and improve your resilience, mental health and wellbeing as a whole.

This is another essential must watch video and concludes the series of personal development videos presented by Itzik Amiel and commissioned by 2020 to help inspire us all during these tough times. We hope you have found them valuable and if you are a Platinum member – watch this space!