Helpsheets & FAQs

We have a series of helpsheets that practicing chartered accountants will find useful. They cover the following topics:

A - PARTNERSHIPS

A 1 What needs to be in a Partnership Agreement - September 2009
A 2 Matters to be covered in Heads of Agreement - September 2009
A 3 Methods of Admitting a New Partner - September 2009
A 4 Sole Practitioner Seeks Partner - Journal Article - September 2009

B - INVESTMENT BUSINESS

B 2 An Introduction to Investment Business ROI - September 2009

C - PRACTICE MANAGEMENT

C 1 Practice Management Reading List - December 2006
C 2 Suggested Agenda for Practice Management Meetings - September 2009
C 3 Practice Business Plan - September 2009
C 4 How to finance your practice - September 2009
C 5 Credit Control for Practices - January 2012
C 6 The Profitable and Sustainable Practice - February 2003

D - BUYING, SELLING OR MERGING ACCOUNTANCY PRACTICES

D 1 Reading List - Buying Selling Merging Accountancy Practice - December 2006
D 2 Notes on Buying, Selling or Merging - September 2009
D 3 Journal Article - Buying, Selling or Merging your Accountancy Practice - September 2009
D 4 Buyers/Sellers Checklist - September 2009
D 5 Suggested Heads of Agreement for Purchase and Sale of a Practice September 2009

E - MISCELLANEOUS

E 1 Incorporating a Practice in ROI - February 2011
E 2 Incorporating a Practice in NI - September 2009
E 3 Tips on Promoting your firm - September 2009
E 4 Professional Indemnity Insurance Specialists - June 2010
E 5 Retention of Records for Tax Purposes - September 2009
E 6 What do I do if a complaint is made against me? - September 2009
E 7 Business Plan Guidance (Word document) - September 2012

F - ANNUAL DECLARATIONS

F 1 Statement of Independence and Confidentiality & Confirmation of Fit & Proper Status - September 2009

G - NETWORKS

G 1 Starting Your Own Network Group - September 2009
G 2 Draft Agenda for First Network Meeting July 2010

H - MORTGAGE FORBEARANCE ADVICE

H1 Mortgage Financial Advice Protocol - August 2012
H2 Mortgage Forbearance Advice – Work Programme and Engagement Letter (Word document) - December 2012

Resource Guides

Information Sheets on a range of technical topics are available in CHARIOT

View Online

URL: http://www.charteredaccountants.ie/en/Members/Your-Institute/Members-in-Practice/Help-Sheets/

Scan the QR Code to automatically load the page in your web browser.

Chartered Accountatns House Chartered Accountants House, home of Chartered Accountants Ireland, is Dublin's newest and best equipped conferencing centre for business. Our facilities are now open and we invite you to visit.

Chartered Accountants House, 47 Pearse St, Dublin 2, Ireland

Tel: +353 1 637 7200

Chartered Accountants House, 32-38 Linenhall Street, Belfast, County Antrim BT2 8BG, United Kingdom‎

Tel: +44 28 90435840

Terms & Conditions | Privacy Policy | Cookies & your privacy

Technical

In Practice

In Business

Services

Your Institute

Events

Specialist Qualifications

Publications

Specialist Qualifications

CPD
Events

Support
Services

Other
Services

Helpsheets & FAQs

Resource Guides

View Online

Members

Students

Firms

Recommended Reading

Members of the Public

Professional Development

My Account

Chartered Accountants House