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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

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