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  • 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...

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    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...

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    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.

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    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...

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    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...

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    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...

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    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...

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    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...

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    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...

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    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...

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    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...

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    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...

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    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...

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    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...

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    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...

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    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...

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    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...

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    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...

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    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...

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    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...

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    Strategic Planning and Goal Setting for Results

    This monograph is essentially a ‘Cliffs Notes’ guide to strategic planning and partner goal setting for CPA firms. It’s patterned after Marc’s proprietary approach to consulting with CPA firms on strategic planning and goal setting, as he has developed it over the last 20 years. Marc’s approach has two major goals: Think BIG and keep it simple, and, GET RESULTS. Topics include: The three main phases of strategic planning Overall management philosophy of a CPA firm Steps to creating the...

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    The Practical Guide to Improving Efficiencies in the Accounting Practice

    The Practical Guide to Improving Efficiencies in the Accounting Practice The book stems in the first instance from a review of procedures in my firm, Glover Stanbury, a few years ago. The firm had lots of clients using software e.g. Sage 50 etc. and we were then obtaining their data and basically taking the steps as set out in the introduction. But everyone was doing things differently in the interim process. Yes, the accounts all came out looking very similar (but not always – more on...

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    UK’s best accountancy practices

    How to build the best and most inspiring practice in your town, area or country Rated as “Invaluable” (David Maister). “Breathtakingly refreshing” (Paul Dunn), “Inspiring” (Ron Baker) and “Brilliant” (ICAEW President Mark Spofforth), the book features dozens of practices describing in extraordinarily candid detail exactly how they have transformed their client base, profits, cash flow and work life balance. And it shows you how you can achieve the same sort of results. You also get these three supporting resources: Diagnostic...

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    What Really Makes CPA Firms Profitable?

    Based on experiences with more than 700 CPA firms across the country, Marc Rosenberg presents 40 high-impact practices and technique employed by the nation’s most successful firms to maximize profitability. Some are preferable to others depending on your firm’s situation, but properly employed, they work. BONUS: the latest CPA industry benchmarks from the current Rosenberg Practice Management Survey. Topics include: The essence of CPA firm profitability Accountability and acting like a partner CPA firm benchmarking Marketing and the bottom line...

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