Products
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Create a Money Laundering Policy For Your Practice
Course • 91 lessonsEvery sole practitioner needs to adhere to anti-money laundering regulations but putting together an AML Policy can be a pain. This uniquely designed course gives you the AML Practice Policy, Processes and Forms that ensures you’re compliant!
£50
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Design and Build No Code Forms for your Practice
Course • 42 lessonsYou may already be using forms in your Practice as they are a great way of collecting data from your clients. It is useful to know how to design these and integrate them into your web site. This course explains how to do this.
£50
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Maintaining your client portfolio
Course • 19 lessonsOnce you've built up your Practice fee portfolio it’s perfectly normal to lose the occasional client. That’s just the normal ebb and flow of business. To compensate for this, it’s normal to have a client attrition plan in place.
£30
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Refresh and Recharge – Re-establishing your Practice Motivation
Course • 19 lessonsThis course encourages you to take some time out to reflect on where you are with your Practice, reviewing if this is where you want to be, recharging the enthusiasm to reach your personal and professional goals and reset your work / life balance.
£30
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What to do when things go wrong
Course • 14 lessonsFrom time-to-time things do go wrong! No one is perfect, no system infallible. Issues will arise, although hopefully this will be an infrequent occurrence. When things do go wrong, or you find yourself in a muddle, it is important to know what to do.
£25
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Improving your self assessment season - practical tips
Course • 14 lessonsIt seems that no matter how hard accountants try, self assessment season can often be a nightmare. We explore some practical steps that you can take to minimise the stress that self assessment season seems to create each year.
£30