Course curriculum

    1. Sole Prac CPD Explained

    1. Introduction

    2. What is Professional Clearance?

    3. Requesting Professional Clearance

    4. Previous service provider

    5. Client communication

    6. Authorisation to previous service provider

    7. Hand Over and Cut Over

    8. Professional Clearance communication

    9. Professional Clearance Example – Limited Company

    10. Professional Clearance Example – Sole Trader

    11. Timescales

    12. Lack of response

    13. Keep the client in the loop

    14. Piecing together the information

    15. Accounting Software

    16. HMRC and Companies House

    17. Bank Accounts and Credit Cards

    18. Filing in the meantime

    19. When to complain

    20. What to do if you notice an issue in the clearance?

    21. Receiving a request for professional clearance

    22. Handling emotions

    23. Disengagement letter

    24. Outstanding work, fees and invoices

    25. Responding to the clearance

    26. Client Authorisation

    27. Collating the data

    28. Right of lien

    29. Charging for a response

    30. Content of the response

    31. What if you do not receive a professional clearance request

    32. Lessons Learned

    1. Task – readiness to respond to and send out Professional Clearance

    1. Your CPD Log Information

About this course

  • £30.00
  • 35 lessons
  • 0 hours of video content