Products

    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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    General Data Protection Regulation (GDPR) Action Pack

    The EU General Data Protection Regulation (GDPR) is the biggest change to data protection law in the world since the late 90’s. The current laws have been overhauled and modernised. Businesses trading with the EU or handling EU citizens private data will need to comply with the GDPR by 25th May 2018. This mean almost all British organisations will have to adapt to the EU GDPR. Businesses will be fully accountable for implementing a data governance policy and appropriate security...

    Non Members: £299

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    Guide to TaxPayers’ Rights and HMRC Powers

    Guide to Taxpayers’ Rights and HMRC Powers deals with operational issues such as enquiries into tax returns and practical advice on how to handle them, business record checks, HMRC investigations, the impact of the Human Rights Act on taxpayer rights, international co-operation in relation to tax enforcement and DOTAS. Particular attention is paid to the crucial concepts of ‘reasonable excuse’ and ‘failure to take reasonable care’.

    Non Members: £140.00

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    Guide to US/UK Private Wealth Tax Planning

    Guide to US/UK Private Wealth Tax Planning covers all the information and legislation you are likely to require when advising clients exposed to both UK and US taxation, providing you with: A quick reference summary of the UK and US rules applicable to your clients; A comprehensive summary of available unilateral and treaty planning techniques to avoid US estate tax or UK inheritance tax for clients who are non-domiciliaries of the UK or US; Optimal income and gains tax planning for...

    Non Members: £130.00

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    How to Best Structure an Accountancy Firm

    The easiest way to predict the future is to create it. The world of accountancy is changing rapidly.  We are seeing digital tax filing on the horizon, the rise of cloud accounting, an amazing new array of apps for business owners, a lack of talent entering the profession and competition from above and below to the traditional mid-tier accounting practice. The most successful accounting firms we meet outline their strategy, set plans to achieve it, are flexible and ask the...

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    How to Cross Sell Additional Services

    The most successful accountants we meet are very good at referring clients to their Financial Planner (FP). This may or may not be “in house.” Most accountants seem to have a “loose” or non-existent relationship and do not have a system for spotting opportunities to add value to their clients. We have carried out a lot of research and helped many accountants be successful with wealth management (WM) so we thought we would share a few simple reminders about the...

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    How to Maximise Client Loyalty and Client Satisfaction Surveys

    The most successful accountants we meet are very good at referring clients to their Financial Planner (FP). This may or may not be “in house.” Most accountants seem to have a “loose” or non-existent relationship and do not have a system for spotting opportunities to add value to their clients. We have carried out a lot of research and helped many accountants be successful with wealth management (WM) so we thought we would share a few simple reminders about the...

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    How to Sell Accountancy Services

    Many accountants feel that they are unable to sell, which, in fact, is very harsh.  Trying to sell a service that customers do not want is almost impossible. Therefore, if a top sales person were charged with the task of trying to sell accountancy compliance services such as auditing, year-end accounts, tax returns etc, they would, at best, struggle – why? Because the customer does not value such services and hence the notion of successfully selling such unwanted services is...

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    How to Value Price Accountancy Services

    The timesheet is no longer the ONLY way to determine the price of accountancy services. There is no doubt, however, that timesheets can be very helpful when a cost sensitive service needs to be priced and the use of a cost plus system such as a timesheet is perfectly acceptable. That said, for benefit driven services such as tax planning, corporate finance, business advisory, wealth management, legacy planning, retirement planning, exit routes, etc., the expertise and specialisation required, contradicts the...

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    Incorporating and Disincorporating a Business

    The book is intended as a single point of reference for tax practitioners and business proprietors who need a practical guide to tackling the complexities of incorporating and disincorporating a business. It includes checklists and worked examples throughout, as well as ‘Signposts’ at the start of each chapter and ‘Focus’ points to highlight important considerations. Standard claims, elections and proformas are also included. This title includes full coverage of disincorporation issues following the introduction of Disincorporation relief in Finance Act...

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