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Members

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  • Helpsheets archive

Helpsheets archive

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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   Engagement letters

  • B1 Engagement letters for audit (ROI) January 2019 (MS word document)
  • B1 Engagement letters for audit (ROI) January 2019 (PDF)

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 January 2003
  • C 7  Vital practice managements points August 2013
  • C 8  Marketing for small and medium sized practices August 2013

D   Buying, selling, merging accountancy practices

  • D 2  Notes on buying, selling or merging September 2009
  • D 3  Journal article buying selling merging accountancy practice September 2009
  • D 4  Checklist for buyers sellers of an accountancy practice September 2009
  • D 5  Suggested heads of agreement for purchase and sale of a practice September 2009

E   Miscellaneous

  • E 1  Incorporating your audit 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 January 2020
  • 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 September 2012
  • E 8  The growing threat of cybercrime to accountancy practices August 2017
  • E 9  Reporting to third parties August 2017
  • E 10 Writing a succession plan February 2023

F   Annual declarations

  • F 1 Statement of Independence and Confidentiality and Confirmation of Fit and 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 financial advice

  • H 1  Mortgage financial advice protocol August 2012
  • H 2  Limited mortgage FORBEARANCE Advice Engagements December 2012
Information sheets on a range of technical topics are available in our Technical Content pages (login required).

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