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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

A 1 - What needs to be in a Partnership Agreement November 2006
PDF, 53.65 KB
A 2 - Heads of agreement September 2009
PDF, 454.09 KB
A 3 - Methods of admitting a new Partner September 2009
PDF, 469.21 KB
A 4 - Sole Practitioner seeks Partner September 2009
PDF, 463.12 KB

B - Investment business

C - Practice management

C 1 Practice Management reading list Dec 2006
PDF, 356.06 KB
C 2 - Suggested agenda for Practice Management meetings September 2009
PDF, 456.31 KB
C 3 - Practice business plan November 2006
PDF, 63.37 KB
C 4 - How to finance your Practice September 2009
PDF, 483.90 KB
C 5 Credit Control for Practices January 2012
PDF, 203.87 KB
C 6 - The profitable and sustainable Practice January 2003
PDF, 381.20 KB
C 7 - Vital Practice Managements points August 2013
PDF, 201.60 KB
C 8 - Marketing for small and medium sized Practices August 2013
PDF, 210.56 KB

D - Buying, selling or merging accountancy practices

D 2 Notes on Buying, Selling or Merging September 2009
PDF, 233.50 KB
D 3 - Journal Article Buying Selling or Merging Accountancy Practice - September 2009
PDF, 511.38 KB
D 4 - Checklist of Buyers Sellers of an Accountancy Practice - November 2006
PDF, 60.39 KB
D 5 - Suggested Heads of Agreement for Purchase and Sale of a Practice - September 2009
PDF, 465.51 KB

E - Miscellaneous

E 1 Incorporating Your Audit Practice in ROI February 2011
PDF, 293.55 KB
E 2 Incorporating a Practice in NI September 2009
PDF, 203.29 KB
E 3 - Tips on Promoting your Firm - September 2009
PDF, 218.59 KB
E 4 - Professional indemnity insurance specialists June 2017
PDF, 281.08 KB
E 5 - Retention of Records for Tax Purposes - September 2009
PDF, 221.53 KB
E 6 What do I do if a complaint is made against me - September 2009
PDF, 326.73 KB
E 7 - Business Plan Guidance - September 2012
PDF, 327.88 KB
E 8 - The growing threat of cybercrime to accountancy practices - August 2017
PDF, 153.66 KB
E 9 - Reporting to third parties - August 2017
PDF, 158.85 KB
E 10 - Writing a succession plan - August 2017
PDF, 251.59 KB
E11 Engagement Letters January 2019
PDF, 586.85 KB
E11 Engagement letter helpsheet January 2019
DOCX, 109.46 KB

F - Annual declarations

F 1 - Statement of Independence and Confidentiality and Confirmation of Fit and Proper Status - September 2009
PDF, 485.06 KB

G - Networks

G 1 - Starting Your Own Network Group - September 2009
PDF, 233.15 KB
G 2 - Draft Agenda for First Network Meeting - July 2010
PDF, 100.30 KB

H - Mortgage forbearance advice

H 1 - Mortgage Financial Advice Protocol - August 2012
PDF, 116.00 KB
H 2 - Work Programme and Engagement Letter - December 2012
PDF, 388.96 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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TEL: +44 28 9043 5840

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