Our Courses
All of our courses are delivered by our “teach online” partner, Thinkific.
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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!
Purchase£50
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Dealing with Bad Debts
Course • 15 lessonsThis bitesize CPD course explores some useful approaches and tips to implement for keeping on top of your credit control alongside balancing the ongoing service needs of clients who may owe you money.
£25
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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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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
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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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Professional Clearance
Course • 35 lessonsAs part of your Practice, Professional Clearance is something you will have to deal with. This course examines the clearance process and ways to make the changeover as professional, smooth and timely as possible for the client.
£30
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Doing the Year End
Course • 13 lessonsDelivering client work can be daunting when you haven't done it before. It’s good to have structure and a check list to hand when you do things for the first time. This course guides you through what to cover when doing a year end set of accounts.
£30
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Skills assessment and how to close the skills gap
Course • 9 lessonsWhen it comes to offering services to clients it's good to have an idea of where your skills lie. Understanding what you can deliver requires you to undertake an honest assessment of your skills ability.
£25
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Marketing made as easy as it can be
CourseMarketing is a word that can fill a sole practitioner with dread. However you feel about it, one thing is certain - you simply cannot run any business without marketing and that includes an accountancy, bookkeeping or tax advice business.
£40
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Doing a self assessment tax return
CourseIt can be daunting to deliver your first client self assessment tax return when you haven’t done one before. It’s good to have structure and a check list to hand when you do things for the first time. That’s exactly what this course provides.
£30
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A Practical Letter of Engagement
CourseEvery Sole Practitioner will understand the importance of a Letter of Engagement and Terms of Business but just how practical are these documents when it comes to content and readability? This course looks at what is needed & how to present it.
£30
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Plan to start your accountancy practice
CourseAn accountancy, bookkeeping or tax practice is just like any other business. Just as you would advise a client, before you start on your practice journey you should have a Practice Business Plan. This course guides you through where to start .
£30
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How to approach incomplete records jobs
CourseWe’d love it if clients used systems & kept their records up to date but unfortunately that doesn’t always happen. Incomplete records are something you’ll need to get used to. In this course we look at how to approach these jobs.
£20
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Start Up Essentials
CourseStarting a practice is an exciting opportunity. However there’s much more to having your own practice than being technically good. In this course we look at the essential things that need to be done before you launch your practice.
£40
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Things I wish I’d known when I started out
CourseStarting out as a sole practitioner can be daunting. There will undoubtedly be things that you come across for the first time that you have never seen before, don’t know how to approach and don’t know who to ask.
£40
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Selling to acquire a client
CourseHopefully, as a result of your marketing you will have generated some leads and potentially some people or businesses who are interested in your services. The big question is “what next”? How do you get these leads and referrals to become clients?
£30