• Current students
      • Student centre
        Enrol on a course/exam
        My enrolments
        Exam results
        Mock Exams 2020/21
        CAP1 essential documents
        CAP2 essential documents
        FAE essential documents
      • Course information
        Students FAQs
        Student induction
        Course enrolment information
        Key dates
        Book distribution
        Timetables
        FAE Elective Information
      • Exams
        Exam Info: CAP1
        E-assessment information
        Exam info: CAP2
        Exam info: FAE
        Reasonable accommodation and extenuating circumstances
        Timetables for exams & interim assessments
        Interim assessments past papers & E-Assessment mock solutions
        Main examination past papers
        Information and appeals scheme
        JIEB: NI Insolvency Qualification
      • CA Diary resources
        Mentors: Getting started on the CA Diary
        CA Diary for Flexible Route FAQs
      • Admission to membership
        Joining as a reciprocal member
        Conferring dates
        Admissions FAQs
      • Support & services
        Audit Qualification requirements
        Recruitment to and transferring of training contracts
        CASSI
        Student supports and wellbeing
        Learning Hub data privacy policy
        Online Payment FAQs
    • Students

      View all the services available for students of the Institute

      Read More
  • Becoming a student
      • About Chartered Accountancy
        The Chartered difference
        What do Chartered Accountants do?
        5 Reasons to become a Chartered Accountant
        Student benefits
        School Bootcamp
        Chartered Connect
        Study in Northern Ireland
        Events
        Blogs
        Member testimonials 2021
      • Entry routes
        College
        Working
        Accounting Technicians
        School leavers
        Member of another body
        International student
        Flexible Route
        Training Contract
      • Course description
        CAP1
        CAP2
        FAE
        New education offering
      • Apply
        How to apply
        Exemptions guide
        Fees & payment options
        External students
      • Training vacancies
        Training vacancies search
        Training firms list
        Large training firms
        Milkround
        Training firms update details
        Recruitment to and transferring of training contract
        Interview preparation and advice
        The rewards on qualification
        Tailoring your CV for each application
        Securing a trainee Chartered Accountant role
      • Support & services
        Becoming a student FAQs
        Who to contact for employers
        Register for a school visit
    • Becoming a
      student

      Study with us

      Read More
  • Members
      • Members Hub
        My account
        Annual subscription fees
        Annual returns
        Application forms
        CPD/events
        Member services A-Z
        District societies
        Professional Standards
        Young Professionals
        Advocacy
        Careers development
      • In practice
        Going into practice
        Practice Matters
        Practice toolkits
        Members in practice committee
        Practice networks
        Helpsheets
        Compliance support
        Members' complaints adviser
        Free services
        Our approach
        Workshops and professional training with a difference
        Abhaile Scheme
        Practice News webinars
        GDPR resources for practices
      • Overseas members
        Working abroad
        Working in Australia
        Overseas members news
        Tax for returning Irish members
      • In business
        Networking and special interest groups
        Articles
      • Public sector
        Public sector news
        Public sector presentations
      • Support & services
        Letters of good standing form
        FAQs for Chartered Accountants
        AML confidential disclosure form
        CHARIOT/Institute Technical content
        TaxSource
        Pocket diaries
    • Members

      View member services

      Read More

      Members

      View member services

      Read More
  • Employers
      • Training organisations
        Authorise to train
        Training in business
        Manage my students
        Incentive Scheme
        Recruitment to and transferring of training contracts
        Securing and retaining the best talent
        Tips on writing a job specification
      • Training
        In-house training
        Training tickets
      • Recruitment services
        Hire a qualified Chartered Accountant
        Hire a trainee student
      • Non executive directors recruitment service
      • Support & services
        Hire members: log a job vacancy
        Firm/employers FAQs
        Training ticket FAQs
        Authorisations
        Hire a room
        Who to contact for employers
    • Employers

      Services to support your business

      Read More
☰
  • Find a firm
  • Jobs
  • Login
☰
  • Home
  • Knowledge centre
  • Professional development
  • About us
  • Shop
  • News
Search
View Cart 0 Item

Members

☰
  • Members Hub
  • In practice
  • Overseas members
  • In business
  • Public sector
  • Support & services
  • Home/
  • Members/
  • In practice/
  • Helpsheets
☰
  • In practice
  • Going into practice
    • Practice management
    • Strategic leadership
    • Develop your firm
  • Practice Matters
    • Practice Matters articles
  • Practice toolkits
  • Members in practice committee
  • Practice networks
  • Helpsheets
  • Compliance support
    • Practice consulting fees
    • Audit compliance and investment business review
  • Members' complaints adviser
  • Free services
  • Our approach
    • Testimonials
    • Our team
  • Workshops and professional training with a difference
  • Abhaile Scheme
  • Practice News webinars
  • GDPR resources for practices

Helpsheets

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

A - Partnerships

  • A4 Sole Practitioner seeks partner - September 2009
    PDF, 463.12 KB
  • A3 Methods of admitting a new partner - September 2009
    PDF, 469.21 KB
  • A2 Heads of agreement - September 2009
    PDF, 454.09 KB
  • A1 What needs to be in a partnership agreement - September 2009
    PDF, 458.88 KB

B - Investment business

C - Practice management

  • C1 Practice management reading list - December 2006
    PDF, 356.06 KB
  • C2 Suggested agenda for practice management meetings - September 2009
    PDF, 456.31 KB
  • C3 Practice business plan - September 2009
    PDF, 459.92 KB
  • C4 How to finance your practice - September 2009
    PDF, 483.90 KB
  • C5 Credit control for practices - January 2012
    PDF, 203.87 KB
  • C6 The profitable and sustainable practice - January 2003
    PDF, 381.20 KB
  • C7 Vital practice managements points - August 2013
    PDF, 201.60 KB
  • C8 Marketing for small and medium sized practices - August 2013
    PDF, 210.56 KB

D - Buying, selling or merging accountancy practices

  • D2 Notes on buying, selling or merging - September 2009
    PDF, 233.50 KB
  • D3 Journal article buying selling or merging accountancy practice - September 2009
    PDF, 511.38 KB
  • D4 Checklist for buyers sellers of an accountancy practice - November 2006
    PDF, 60.39 KB
  • D5 Suggested heads of agreement for purchase and sale of a practice - September 2009
    PDF, 465.51 KB

E - Miscellaneous

  • E1 Incorporating your audit practice in ROI - February 2011
    PDF, 293.55 KB
  • E2 Incorporating a practice in NI - September 2009
    PDF, 203.29 KB
  • E3 Tips on promoting your firm - September 2009
    PDF, 218.59 KB
  • E4 Professional indemnity insurance specialists - January 2020
    PDF, 186.71 KB
  • E5 Retention of records for tax purposes - September 2009
    PDF, 221.53 KB
  • E6 What do I do if a complaint is made against me - September 2009
    PDF, 326.73 KB
  • E7 Business plan guidance - September 2012
    PDF, 327.88 KB
  • E8 The growing threat of cybercrime to accountancy practices - August 2017
    PDF, 153.66 KB
  • E9 Reporting to third parties - August 2017
    PDF, 158.85 KB
  • E10 Writing a succession plan - August 2017
    PDF, 251.59 KB

F -  Annual declarations

  • F1 Statement of independence and confidentiality and confirmation of fit and proper status - September 2009
    PDF, 485.06 KB

G - Networks

  • G2 Draft agenda for first network meeting - July 2010
    PDF, 100.30 KB
  • G1 Starting your own network group - September 2009
    PDF, 233.15 KB

H - Mortgage forbearance advice

  • H2 Work programme and engagement letter - December 2012
    PDF, 388.96 KB
  • H1 Mortgage financial advice protocol - August 2012
    PDF, 116.00 KB

Have a query?

If you have a query, please refer to our Support & Services page and contact the relevant department with your query.

See Support & Services

Was this article helpful?

yes no

The latest news to your inbox

Useful links

  • Current students
  • Becoming a student
  • Knowledge centre
  • Shop
  • District societies

Get in touch

Dublin HQ

Chartered Accountants
House, 47-49 Pearse St,
Dublin 2, Ireland

TEL: +353 1 637 7200
Belfast HQ

The Linenhall
32-38 Linenhall Street, Belfast
Antrim BT2 8BG, United Kingdom.

TEL: +44 28 9043 5840

Connect with us

Something wrong?

Is the website not looking right / working right for you?
Browser support
CAW Footer Logo-min
GAA Footer Logo-min
CCAB-I Footer Logo-min

© Copyright Chartered Accountants Ireland 2020. All Rights Reserved.

☰
  • Terms & conditions
  • Privacy statement
  • Event privacy notice
  • Sitemap
LOADING...

Please wait while the page loads.