Category:
Author:

Digital Downloads

Financial wellbeing for business owners
1 File
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.
Nive Raj Nive Raj
£40
Maternity & paternity pay for the self-employed toolkit
1 File
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.
Nive Raj Nive Raj
£40
How to hold personal development sessions with your team
1 File
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."
Nive Raj Nive Raj
£40
How to have a board meeting as a small business owner
1 File
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.
Nive Raj Nive Raj
£40
How to Implement Processes and Procedures into Your Business Toolkit
1 File
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.
Nive Raj Nive Raj
£40
LTD Company Expenses Explained
1 File
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!
Nive Raj Nive Raj
£25
How to manage your time as a self-employed person
1 File
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.
Nive Raj Nive Raj
£40
How & when to increase your prices
1 File
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.
Nive Raj Nive Raj
£40
Working Papers - CIS Return
2 Files
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.
Nive Raj Nive Raj
£95
Working Papers - Sole Trader Accounts
2 Files
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.
Nive Raj Nive Raj
£95
Practice Makes Perfect - On Demand
1 File
Practice experience is so, so hard to find and we've been working very hard on a solution! We've built a programme to be delivered in 3 sessions, containing 9 hours of content, to be consumed on demand in order to act as: Refresher for those wanting to start their own practice Confidence boost for those with their own practices Boost your CV with practice experience Find out if practice is right for you Refresh yourself ahead of a new job
Nive Raj Nive Raj
£350
Travel & Subsistence Expenses Explained
1 File
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.
Nive Raj Nive Raj
£12
Email templates - CIS returns
2 Files
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.
Rachel Harris Rachel Harris
£20
Email templates - Payroll & pension
2 Files
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.
Rachel Harris Rachel Harris
£95
Email templates - Agent access & tax registrations
2 Files
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.
Rachel Harris Rachel Harris
£95
Email templates - Limited company accounts
2 Files
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.
Rachel Harris Rachel Harris
£75
Email templates - Sole trader accounts & self-assessments
2 Files
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.
Rachel Harris Rachel Harris
£60
Email templates - Partnership accounts & self-assessments
2 Files
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.
Rachel Harris Rachel Harris
£60
Email templates - Self-assessment of directors and partners
2 Files
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.
Rachel Harris Rachel Harris
£60
Working Papers - Bookkeeping & VAT Returns
2 Files
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.
Nive Raj Nive Raj
£95
The ultimate first interview & vibe check toolkit for accountants & bookkeepers
1 File
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.
Rachel Harris Rachel Harris
£20
Prospective client checklist for accountants and bookkeepers
1 File
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!
Rachel Harris Rachel Harris
£30
Collecting client data to streamline your practice
1 File
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.
Nive Raj Nive Raj
£4.99
Working Papers - Self Assessment Tax Return
2 Files
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.
Nive Raj Nive Raj
£95
Practice Makes Perfect - On Demand + Working Papers
1 File
Practice experience is so, so hard to find and we've been working very hard on a solution! We've built a programme to be delivered in 3 sessions, containing 9 hours of content, to be consumed on demand in order to act as: Refresher for those wanting to start their own practice Confidence boost for those with their own practices Boost your CV with practice experience Find out if practice is right for you Refresh yourself ahead of a new job
Nive Raj Nive Raj
£700
Working Papers - Limited Company Accounts
2 Files
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.
Nive Raj Nive Raj
£95
Advisory call template for accountants and bookkeepers
1 File
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!
Rachel Harris Rachel Harris
£45
Pricing strategy workshop - on demand
1 File
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!
Rachel Harris Rachel Harris
£30
Email templates - Company secretarial
2 Files
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.
Rachel Harris Rachel Harris
£95
Sole Trader Expenses Explained
1 File
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!
Nive Raj Nive Raj
£25
Allowable expense queries for influencers
1 File
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!
Nive Raj Nive Raj
£12
Budgeting 101
1 File
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.
Nive Raj Nive Raj
£90
How to get paid faster as a business owner
1 File
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.
Nive Raj Nive Raj
£40
Email templates - Bookkeeping & VAT
2 Files
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.
Rachel Harris Rachel Harris
£120

Courses

Practice Makes Perfect - Marketing Masterclass
Rachel Harris Rachel Harris
£1,200
University on demand
Rachel Harris Rachel Harris
£150
Quality of life audit for business owners
Rachel Harris Rachel Harris
£95
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
Rachel Harris Rachel Harris

Bundles

Working papers - bundle 10% off
Digital Downloads: 5
£427.50
Email templates - bundle 10% off
Digital Downloads: 9
£612