How & when to increase your prices

Whether you're a seasoned entrepreneur seeking to refine your pricing strategy or a budding business owner navigating the complexities of pricing for the first time, this webinar & toolkit combo provides the knowledge and resources you need to elevate your pricing game and achieve sustainable success in your industry. Don't just price, strategize – and watch your business soar.

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• By Nive Raj

Limited Company Accounts and Corporation Tax – a refresher, confidence boost and practice blueprint

• A1 Finalisation checklist • A2 Points forwards • A3 Submission receipts • A27 Review points • A28 Notes to the manager and queries for client • A100 Client correspondence • DISCLOSURE CHECKLISTS • B1 Planning checklist • B2 Planning notes • B10 Records available • C1 Taxes • C2 - Corporation tax checklist • C3 - Corporation tax losses • D1 DLA - Balance sheet reconciliation • D2 Directors' emoluments • E1 Fixed Asset Register • G1 Stock/WIP - Balance sheet reconciliation • H1 Debtors/Prepayments - Balance sheet reconciliation • H2 Accrued income - Balance sheet reconciliation • I1 Bank - Balance sheet reconciliation • J1 Creditors/Accruals - Balance sheet reconciliation • J2 Deferred income - Balance sheet reconciliation • J3 Hire Purchase - Balance sheet reconciliation • J4 Loans - Balance sheet reconciliation • K1 Commitments - FRS 102 only • L1 Share capital and retained earnings - Balance sheet reconciliation • M Wages and salaries in general • M1 Payroll

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• By Rachel Harris

Advisory call template for accountants and bookkeepers

Introducing our advisory call template for Accountants & Bookkeepers: Your complete guide to feeling confident and calm during advisory or financial MOT calls. It covers the preparation checklist, a fee review, a call template and follow up plan for action, with a structured format for before, during, and after calls. Impress clients with professionalism & confidence. Download now!

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• By Rachel Harris

Allowable expense queries for influencers

Understanding the expenses you can claim as allowable can be confusing at the best of times … trying to do so as an influencer and content creator can be even more tricky as currently, HMRC does not have any guidance related to such expenses. To try and find a bit more clarity, we’ve recently spoken to HMRC to get some guidance when it comes to all things allowable expenses for influencers!

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• By Nive Raj

Budgeting 101

Master financial control and strategic planning with the Business Owner's Budgeting Toolkit led by Rachel Harris. Analyse costs, set income goals, and conduct quality of life audits to align personal and professional aspirations. Includes PDF booklet & access to on-demand webinar for comprehensive guidance.

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• By Nive Raj

Collecting client data to streamline your practice

Take your client engagement to the next level with our comprehensive NPS Feedback Collection Guide. This digital download is designed to help you effortlessly gather and analyse client feedback, ensuring you can continually improve your services and boost client satisfaction.

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• By Nive Raj

Email templates - Agent access & tax registrations

These email templates have been built, tried, tested and improved across the growth of our own practice and we’ve seen demand increase from practice owners who are maybe new to practice or need more confidence when communicating with clients for different services. Our email templates are best used in partnership with our working papers and processes which can be purchased from the @accountant_she store.

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• By Rachel Harris

Email templates - Bookkeeping & VAT

These email templates have been built, tried, tested and improved across the growth of our own practice and we’ve seen demand increase from practice owners who are maybe new to practice or need more confidence when communicating with clients for different services. Our email templates are best used in partnership with our working papers and processes which can be purchased from the @accountant_she store.

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• By Rachel Harris

Email templates - CIS returns

These email templates have been built, tried, tested and improved across the growth of our own practice and we’ve seen demand increase from practice owners who are maybe new to practice or need more confidence when communicating with clients for different services. Our email templates are best used in partnership with our working papers and processes which can be purchased from the @accountant_she store.

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• By Rachel Harris

Email templates - Company secretarial

These email templates have been built, tried, tested and improved across the growth of our own practice and we’ve seen demand increase from practice owners who are maybe new to practice or need more confidence when communicating with clients for different services. Our email templates are best used in partnership with our working papers and processes which can be purchased from the @accountant_she store.

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• By Rachel Harris

Email templates - Limited company accounts

These email templates have been built, tried, tested and improved across the growth of our own practice and we’ve seen demand increase from practice owners who are maybe new to practice or need more confidence when communicating with clients for different services. Our email templates are best used in partnership with our working papers and processes which can be purchased from the @accountant_she store.

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• By Rachel Harris

Email templates - Partnership accounts & self-assessments

These email templates have been built, tried, tested and improved across the growth of our own practice and we’ve seen demand increase from practice owners who are maybe new to practice or need more confidence when communicating with clients for different services. Our email templates are best used in partnership with our working papers and processes which can be purchased from the @accountant_she store.

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• By Rachel Harris

Email templates - Payroll & pension

These email templates have been built, tried, tested and improved across the growth of our own practice and we’ve seen demand increase from practice owners who are maybe new to practice or need more confidence when communicating with clients for different services. Our email templates are best used in partnership with our working papers and processes which can be purchased from the @accountant_she store.

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• By Rachel Harris

Email templates - Self-assessment of directors and partners

These email templates have been built, tried, tested and improved across the growth of our own practice and we’ve seen demand increase from practice owners who are maybe new to practice or need more confidence when communicating with clients for different services. Our email templates are best used in partnership with our working papers and processes which can be purchased from the @accountant_she store.

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• By Rachel Harris

Email templates - Sole trader accounts & self-assessments

These email templates have been built, tried, tested and improved across the growth of our own practice and we’ve seen demand increase from practice owners who are maybe new to practice or need more confidence when communicating with clients for different services. Our email templates are best used in partnership with our working papers and processes which can be purchased from the @accountant_she store.

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• By Rachel Harris

Email templates - bundle 10% off

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Financial wellbeing for business owners

Introducing the Monthly Financial Wellbeing Routine for Business Owners! This toolkit is designed to help entrepreneurs and business owners take control of their financial health. Led by Rachel Harris this kit will offer valuable insights, practical strategies, a checklist for every month in your business and essential tools to ensure the financial well-being of your business on a monthly basis so you can avoid those anxiety filled talks with your accountant.

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• By Nive Raj

How to Implement Processes and Procedures into Your Business Toolkit

Unlock the power of streamlined operations with our toolkit: Implement Processes and Procedures. Elevate efficiency and drive growth with proven strategies to assess, refine, and implement processes. Gain insights into change management, role clarity, and performance metrics. Access our exclusive webinar led by Rachel Harris, featuring practical tips and Q&A sessions. Invest in your business's future today and lead with confidence towards sustained success.

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• By Nive Raj

How to Implement systems & Processes into Your Business Toolkit (2025)

Feel like you’re constantly reinventing the wheel in your business? This on-demand webinar and downloadable toolkit will help you stop the chaos and start scaling with ease. Join accountant and business systems nerd Rachel Harris as she walks you through how to: Identify repeatable tasks in your business Build simple, scalable processes Choose tools that actually help Get your team to follow systems that stick

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• By Nive Raj

How to get paid faster as a business owner

Are late payments causing cash flow headaches for your small business? We understand the challenges you face, and that's why we've created the ultimate solution – our comprehensive "How to Get Paid Faster as a Business Owner" Toolkit.

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• By Nive Raj

How to have a board meeting as a small business owner

Elevate your small business with our Small Business Board Meeting Toolkit, featuring a 60-minute workshop led by renowned strategist Rachel Harris. Learn to conduct effective board meetings that drive growth, foster innovation, and ensure long-term success. Dive into strategic insights, practical tips, and Q&A sessions with Rachel and her board member, Phil. Seize this opportunity to make informed decisions and future-proof your business.

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• By Nive Raj

How to hold personal development sessions with your team

Are you ready to inspire and guide your team toward personal and professional excellence? Elevate your leadership skills with our exclusive toolkit: "How to Hold Personal Development Sessions with Your Team."

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• By Nive Raj

How to manage your time as a self-employed person

Whether you're running your own business, freelancing, or pursuing your passion project, effective time management is essential for success. "How to Manage Your Time as a Self-Employed Person" is your comprehensive guide to maximizing productivity and achieving your goals.

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• By Nive Raj

LTD Company Expenses Explained

Introducing our comprehensive Expenses Explained booklet detailing allowable expenses for limited companies. Covering wages, insurance, rent, maintenance, travel, advertising, and more, it's your ultimate guide to maximizing deductions and optimizing finances. Get clarity on claimable expenses today!

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• By Nive Raj

Mastering sales Strategies to convert more clients

Unlock the full replay of our high-impact Mastering Sales webinar—plus access to the complete follow-up toolkit designed to help you refine, simplify, and supercharge your sales process.

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• By Nive Raj

Maternity & paternity pay for the self-employed toolkit

This toolkit is designed to help entrepreneurs and business owners take control of their family planning decisions. Led by Rachel Harris this kit will offer valuable insights, practical strategies, a checklist for planning maternity and paternity leave for you as a business owner.

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• By Nive Raj

New starter onboarding checklist

Streamline your employee onboarding with this comprehensive, step-by-step New Starter Onboarding Checklist! Designed for businesses looking to create a seamless and efficient new hire experience, this digital resource provides everything you need to ensure a smooth transition for new team members. What to expect: A structured step-by-step guide to seamlessly onboard new team members, Ready-to-use email templates and day 1 plan!

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• By Rachel Harris

Practice Makes Perfect - Marketing Masterclass

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• By Rachel Harris

Pricing strategy workshop - on demand

Do you want to make sure your pricing strategy is working for your business? Whether you sell products or offer services, pricing is key to profitability, positioning, and success. During this session, you’ll get hands-on guidance to confidently set prices that reflect the value of your work, improve your profitability, and resonate with your target market. Includes the on-demand recording and your digital download toolkit and worksheet to take you through the workshop!

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• By Rachel Harris

Prospective client checklist for accountants and bookkeepers

Introducing our Ultimate Call Template for Accountants & Bookkeepers: Your complete guide to feeling confident and calm during prospective client calls. It covers all financial and quoting questions, with a structured format for before, during, and after calls. Impress clients with professionalism & confidence. Download now!

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• By Rachel Harris

Quality of life audit for business owners

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• By Rachel Harris

Requesting professional clearance

Make client transitions seamless with our Professional Clearance Request Guide—your go-to resource for requesting professional clearance from a client’s previous accountant. This downloadable guide includes a step-by-step process to follow and a ready-to-use email template, ensuring you handle the request professionally and efficiently. Save time, stay compliant, and impress clients with a smooth onboarding experience!

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• By Rachel Harris

Sole Trader Expenses Explained

Introducing our comprehensive Expenses Explained booklet detailing allowable expenses for Sole Traders. Covering wages, insurance, rent, maintenance, travel, advertising, and more, it's your ultimate guide to maximizing deductions and optimizing finances. Get clarity on claimable expenses today!

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• By Nive Raj

The profitability playbook for accountants and bookkeepers

The Profitability Playbook is your step-by-step guide to pricing with confidence and building a more profitable, sustainable firm. Designed for accountants and bookkeepers worldwide, this course gives you the tools to calculate true delivery costs, understand charge out rates, and price every service in your firm for profit—not guesswork. You’ll learn how to move beyond hourly rates, package your services, increase fees with confidence, and use our editable cost card to build a pricing model that supports your goals. Includes lifetime access, on-demand training, real-world examples, and the exact tools I use to run a 7-figure firm. This course will transform how you price—and how you run your business.

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• By Rachel Harris

The ultimate first interview & vibe check toolkit for accountants & bookkeepers

Are you tired of struggling to find candidates who not only have the right skills but also align with your firm’s values and culture? The hiring process is more than just ticking boxes—it’s about finding individuals who truly fit into your team.

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• By Rachel Harris

Travel & Subsistence Expenses Explained

Introducing our comprehensive Travel & Subsistence Expenses Explained booklet detailing allowable expenses for Business travel. Covering the types of business travel, Mileage, Hotels & subsistence and more, it's your ultimate guide to maximizing deductions and optimizing finances.

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• By Nive Raj

University on demand

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• By Rachel Harris

Working Papers - Bookkeeping & VAT Returns

If you’re new to practice or need a refresher, working papers refer to the documents and materials that auditors and accountants use to support the audit and preparation of financial statements. These papers serve as a detailed record of the procedures performed, the evidence obtained, and the conclusions reached during an audit or accounting engagement.

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• By Nive Raj

Working Papers - CIS Return

If you’re new to practice or need a refresher, working papers refer to the documents and materials that auditors and accountants use to support the audit and preparation of financial statements. These papers serve as a detailed record of the procedures performed, the evidence obtained, and the conclusions reached during an audit or accounting engagement.

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• By Nive Raj

Working Papers - Limited Company Accounts

If you’re new to practice or need a refresher, working papers refer to the documents and materials that auditors and accountants use to support the audit and preparation of financial statements. These papers serve as a detailed record of the procedures performed, the evidence obtained, and the conclusions reached during an audit or accounting engagement.

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• By Nive Raj

Working Papers - Self Assessment Tax Return

If you’re new to practice or need a refresher, working papers refer to the documents and materials that auditors and accountants use to support the audit and preparation of financial statements. These papers serve as a detailed record of the procedures performed, the evidence obtained, and the conclusions reached during an audit or accounting engagement.

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• By Nive Raj

Working Papers - Sole Trader Accounts

If you’re new to practice or need a refresher, working papers refer to the documents and materials that auditors and accountants use to support the audit and preparation of financial statements. These papers serve as a detailed record of the procedures performed, the evidence obtained, and the conclusions reached during an audit or accounting engagement.

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• 2 files
• By Nive Raj

Working papers - bundle 10% off

• Bundle