Help Sheets

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 Parntership 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

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 1Incorporating 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

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

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