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/

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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

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