Products

    The International Tax Handbook

    This new edition continues to include details of the withholding taxes applied to major cross-border transactions under the double taxation treaties. Professional advisers, such as accountants, tax lawyers and tax advisers, will find that the guide provides them with the broad information they need to discuss their clients’ overseas tax requirements before directing them to the relevant tax specialist. The International Tax Handbook is an essential reference source for policy-makers in industry, investors looking at opportunities overseas and anyone considering...

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    The Pricing of Cloud Accounting Services and the Added Value Proposition

    In the UK, Making Tax Digital is accelerating the process of migrating clients to a cloud accounting solution compared to other countries and one of the critical questions is “how much should we charge, and for what service?”   We need to review the typical traditional pricing models and compare that with where we would ideally, like to be. In that process, we should look around and see what the competition is doing and based on that, decide on one...

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    Wealth management and Referral System

    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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    Selling Business Advisory Services

    Mark Holton – Smithink Successful delivery of business advisory services in your firm directly relies to how you engage the client through a needs analysis meeting and then sell a dynamic customised proposal. This session will demonstrate how to sell your business advisory services to clients and prospects from the initial engagement to proposal delivery to running an ideal first client seminar and structuring compliance meetings to sell future advisory services. Accountants have often been known to say that they...

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    What KPI’s, team structure and client engagement optimize firm performance?

    This recorded webinar session will consider the performance measures that create the right behaviour at an individual, team and firm level. Pros and cons of various team structures will be reviewed, along with how to overcome the barriers to firm performance created by clients.   Presented by David Smith – Smithink Duration 01:26:22

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    Why firms fail in Business Advisory and how to successfully overcome the issues

    Mark Holton –  Smithink Many accounting firms that move down the pathway to offering business advisory services fail to create a realistic implementation plan with achievable goals, timelines and milestones. This session will concentrate on the Smithink Enabler – Seven Steps to Success business advisory system and concentrate on the key mistakes made by accounting firms when undertaking business advisory work.  

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    CPA Firm Management & Governance

      The key to success in any organization resides in its management and leadership.  But effective management is elusive to many CPA firms because the partners are neither trained nor skilled at it. A must-read for partners who want to run their firm like a real business, this monograph provides firms with Best Practices for managing and structuring the leadership group, how decisions get made, voting, how committees function and the role of a partner. Topics Include: The Managing Partner...

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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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