Products

  • Bloomsbury

    Bloomsbury

  • Book Store

    Book Store

  • Mark Wickersham

    Mark Wickersham

  • PCP Products

    PCP Products

  • rosenberg monographs

    rosenberg monographs

  • Smithink Webinars

    Smithink Webinars

  • Audit Programme Global

    CURRENT VERSION – V.7- UPDATED MARCH 2016 Do you struggle with producing audit files that will comply with Auditing Standards and Regulations, whilst still providing a quality service and making a profit? We have invaluable experience in assisting firms to improve and maintain standards, as well as experience in the development of user friendly programmes and documentation to assist practitioners in their work. We have used these skills to develop an audit programme which is fully compliant with the latest...

    Non Members: £150.00

    Premier: £150.00

    Plus: £150.00

    Platinum: £150.00

    More Details

    Audit Programme UK

    Do you struggle with producing audit files that will comply with Auditing Standards and Regulations, whilst still providing a quality service and making a profit? We have invaluable experience in assisting firms to improve and maintain standards, as well as experience in the development of user friendly programmes and documentation to assist practitioners in their work. We have used these skills to develop an audit programme which is fully compliant with the latest Clarified International Standards of Auditing. The Audit...

    Non Members: £150.00

    Premier: £150.00

    Plus: £150.00

    Platinum: £150.00

    More Details

    Capital Gains Tax Reliefs for SMEs and Entrepreneurs 2017/18

    It is structured to reflect the changing needs of a business and its owners throughout the business lifecycle; from sole-trader to incorporation, expansion to a group, withdrawal of the founders, passing-on the business and disincorporation Brought up to date in line with Finance Act 2017.

    Non Members: £130.00

    Premier: £130.00

    Plus: £130.00

    Platinum: £130.00

    More Details

    Compilation and Limited Assurance Review Programme

    This work programme is for use by practices when dealing with clients who are eligible for and take advantage of audit exemption. There are two programmes contained within this product! The compilation programme enables you to demonstrate that you have undertaken the compilation work in accordance with International Standard on Related Services (ISRS) 4410. The limited assurance review programme enables you to demonstrate that you have undertaken the review work in accordance with International Standard on Review Engagements (ISRE) 2400. Both...

    Non Members: £75.00

    Premier: £75.00

    Plus: £75.00

    Platinum: £75.00

    More Details

    Effective Pricing for Accountants

    The big problems which are holding many accountants back include: A common misconception that clients are price sensitive A lack of confidence in pricing, and A lack of knowledge and systems of how to price in the most profitable way. None of these problems will be an obstacle to you once you’ve read this book. Mark will explain the difference between price sensitivity and value sensitivity. We will share with you the 1% effect. And he’ll share with you a 7-step...

    Non Members: £14.00

    Premier: £14.00

    Plus: £14.00

    Platinum: £14.00

    More Details

    Example Audit File International

    Are you struggling to understand the International Standards of Auditing? Are you unsure how to document your audit work? Do you worry that your audit files don’t comply with the International Standards of Auditing and may cause you problems at the next monitoring visit from your regulatory body? The aim of the product is to illustrate how the working papers for the audit of a small limited company could be set out. It is designed to provide a practical example...

    Non Members: £99.00

    Premier: £99.00

    Plus: £99.00

    Platinum: £99.00

    More Details

    Example Audit File UK

    Are you struggling to understand the International Standards of Auditing? Are you unsure how to document your audit work? Do you worry that your audit files don’t comply with the International Standards of Auditing and may cause you problems at the next monitoring visit from your regulatory body? The aim of the product is to illustrate how the working papers for the audit of a small limited company could be set out. It is designed to provide a practical example...

    Non Members: £99.00

    Premier: £99.00

    Plus: £99.00

    Platinum: £99.00

    More Details

    ISQC 1 Manual

    CURRENT VERSION – V.5- Released June 2014 Under ISQC 1 all firms of auditors MUST have quality control procedures in place over the audit and assurance work their practice conducts. Having an audit manual is just part of that. Specific quality policies and procedures are also needed. This is why you need this product. The product can be ordered regardless of whether you use the PCP audit programme. The aim of our manual is to provide you with all the...

    Non Members: £75.00

    Premier: £75.00

    Plus: £75.00

    Platinum: £75.00

    More Details

    ISQC 1 Manual Global

    CURRENT VERSION – V.5- Released June 2014 Under ISQC 1 all firms of auditors MUST have quality control procedures in place over the audit and assurance work their practice conducts. Having an audit manual is just part of that. Specific quality policies and procedures are also needed. This is why you need this product. The product can be ordered regardless of whether you use the PCP audit programme. The aim of our manual is to provide you with all the...

    Non Members: £75.00

    Premier: £75.00

    Plus: £75.00

    Platinum: £75.00

    More Details

    Online ISQC 1 Training Tool

    When regulators conduct visits to audit firms, one of the first things they ask for are details of the firm’s ISQC 1 procedures. In our experience though, whilst audit firms are familiar with the International Standards on Auditing that apply to individual audits, they are less comfortable with ISQC 1. ISQC 1 is the standard that outlines what high level quality control procedures the audit practice should have in place. The PCP ISQC 1 Training Tool, is an online training...

    Non Members: £75.00

    Premier: £75.00

    Plus: £75.00

    Platinum: £75.00

    More Details

    Small Company Charities

    Subscribers to small charity can access our online charity reporting manual containing explanatory notes and model working papers covering charity accounts preparation, independent examiners reports, and small charity audits, charity accounts checklists and specimen accounts. Subscribers also receive a twice yearly bulletin incorporating update pages, and written permission to copy working papers, checklists and specimen accounts for their own use. The updates and bulletin are generally published at the end of April and October each year and are sent to...

    Non Members: £100.00

    Premier: £100.00

    Plus: £100.00

    Platinum: £100.00

    More Details

    Small Company Reporting

    The SCR online company reporting manual contains a company accounts checklist, specimen small company accounts, a companies act guide, and accounting standards summary and an auditing statements summary. Subscribers can download documents on demand throughout their subscription. The updates and bulletin are generally published at the end of March, June, September and December each year and are sent to subscribers by the end of the following month. 2020 customers will automatically receive a 10% discount on the RRP price £100...

    Non Members: £100.00

    Premier: £100.00

    Plus: £100.00

    Platinum: £100.00

    More Details

    Solicitors Accounts Rules Programme (England and Wales)

    CURRENT VERSION – V.2 Newly updated for key rule changes for periods ending after 1 November 2015- including the need to only submit qualified reports to the Solicitors Regulatory Authority. QAD and ACCA are paying increasing attention to SAR work on their audit visits, and now such work has gone through the most fundamental changes for 20 years or more. This involves the initial risk assessment being centre stage in dictating the work that you will perform. Are you happy...

    Non Members: £75.00

    Premier: £75.00

    Plus: £75.00

    Platinum: £75.00

    More Details

    Systemising Your Marketing Initiatives

    David Smith – Smithink Many people think that marketing is about creative ideas, the brilliant initiative.  While such marketing triumphs do occur, for the majority of businesses an over emphasis on creativity wastes energy. For most of us marketing is about a regular and consistent conduct of the marketing plan. During this webinar we will review the marketing initiatives that consistently achieve results for accounting firms, and how a systemised approach is key to success. Duration 01:21:52

    Non Members: £125.00

    Premier: £125.00

    Plus: £125.00

    Platinum: £125.00

    More Details

    CPA Firm Mergers: Your Complete Guide

    Two words describe the state of the merger market to a tee:  EVERYONE’S TALKING.  Buyers have a voracious appetite to merge in smaller firms and have few geographic limitations in their quest. Sellers, owned primarily by aging Baby Boomers, see merging up as their most likely exit strategy.  Relatively few buyers or sellers have much merger experience, yet these deals will require some of the most important decisions in their professional lives. Enter our monograph, CPA Firm Mergers: Your Complete...

    Non Members: £126

    Premier: free

    Plus: free

    Platinum: free

    More Details

    CPA Firm Partner Retirement / Buyout Plans

    Billions of dollars are due to be paid to retiring Baby Boomer partners over the next 10 years for their interests in CPA firms. Will your firm be able to afford those payments? Not without a plan – a comprehensive, well-written, competitive buyout agreement. Based on Rosenberg’s experiences as an Inside Public Accounting‘s Top 10 Most Recommended Consultant who has guided hundreds of firms through the process over more than 20 years, this monograph is a must-read for firms that...

    Non Members: £126

    Premier: free

    Plus: free

    Platinum: free

    More Details

    CPA Firm Retreats: The Do-It-Yourself Guide

    NEW! The complete guide for planning successful firm management retreats, based on Marc Rosenberg’s experiences in facilitating 10-15 retreats a year for more than 20 years.  Part I covers retreat organization and logistics: location, who should attend, timing and facilities. Part II presents background information and questions to stimulate spirited discussion on topics ranging from mergers, marketing and strategic planning to partner issues such as compensation, retirement and buyouts and accountability – all using our proprietary materials developed over decades...

    Non Members: £106

    Premier: free

    Plus: free

    Platinum: free

    More Details

    CPA Firm Succession Planning: A Perfect Storm

    Succession planning is the perfect storm of CPA firm practice management, brought about by the simultaneous impact of aging baby boomer partners, a never-ending shortage of staff with partner potential and a tendency for CPA firm management to perpetually relegate succession planning to the back burner. Industry observers regard succession planning as the #1 endemic issue facing CPA firms today. And it’s going to get worse before it gets better. Many firms believe that succession planning starts and stops with...

    Non Members: £106

    Premier: free

    Plus: free

    Platinum: free

    More Details

    Effective Partner Relations and Communication

    Firms can have great clients, smart partners and staff and efficient systems, but if the partners don’t work together as a team and are unable to resolve their conflicts they will fall far short of their potential. Jointly written by Marc Rosenberg and Dr. Ellen Rosenberg, a clinical psychologist with over 20 years of experience in private practice, this monograph chronicles their experiences working together on CPA firm projects involving partner relations and communication issues. Topics include: The causes of...

    Non Members: £106

    Premier: free

    Plus: free

    Platinum: free

    More Details

    FCA Quarterly Newsletter (x4 Subscription)

    This newsletter looks at the FCA news, news regulations, CPs and PSs. 2020 keeps you updated with essential changes for Auditors and Accountants. This subscriptions includes 4 x FCA Quarterly Newsletters over the course of 12 months. Alternatively, you may wish to subscribe to our FCA Update webinars and receive the FCA Quarterly Newsletter as part of the subscription.

    Non Members: £220

    Premier: £120

    Plus: free

    Platinum: free

    More Details

    How CPA Firms Work: The Business of Public Accounting

    Personnel in any setting work with more enthusiasm and commitment when they are genuinely made to feel part of the organization and understand how they contribute to the firm’s success and profitability.  CPA firms are no exception. This monograph is a primer that explains how CPA firms work as a business.  It is primarily intended for staff joining a firm, including new college graduates, experienced hires and interns.  Firms give a copy of this monograph to all new personnel as...

    Non Members: £106

    Premier: free

    Plus: free

    Platinum: free

    More Details

    How to bring in new partners

    As Baby Boomer partners approach retirement age, they naturally are focusing on who can take their place and eventually write their retirement checks. But many firms either don’t know how to bring in new partners or have outdated approaches for doing so. This monograph answers the questions: What are Best Practices for bringing in new partners? How is the buy-in structured? How is ownership handled? Topics include: What is a partner these days? Should we have non-equity partners? How do...

    Non Members: £106

    Premier: free

    Plus: free

    Platinum: free

    More Details

    How to Operate a Compensation Committee

    Increasingly, CPA firms are realizing that the old compensation formulas no longer work, that performance “intangibles” need to be recognized, and that their compensation systems need to be performance-based. As a result, more and more firms are adopting compensation committees. This monograph answers the questions: What are Compensation Committees? How do they work? Why have they become so popular? Topics include: Characteristics of a good system Structuring partner compensation The link to strategic planning Data reviewed by the CC Communication...

    Non Members: £106

    Premier: free

    Plus: free

    Platinum: free

    More Details

    Making Tax Digital Seminar Kit

    The powerpoint presentation contains 24 slides introducing MTD in straightforward terms without being too technical. After MTD the presentation introduces your clients to your Cloud accounting solution and explains the benefits. You can tailor the presentation with your logo and Cloud provider(s) solution(s).  There are guidance notes at the foot of each slide to help you make your presentation. The kit includes the following key sections: Preparing for and making a presentation Sending the invitation Seminar planning checklist Covering letter...

    Non Members: £129

    Premier: £99

    Plus: £99

    Platinum: £99

    More Details