A CPD-accredited refresher course & confidence boost
Master self-assessment tax returns with confidence
If you’ve ever felt unsure about how to handle complex self-assessments or wished you had a proper system to follow this course is for you.
In just 8 weeks, you’ll:
- Confidently prepare self-assessment tax returns from start to finish
- Understand why you’re doing what you’re doing (not just follow a checklist)
- Learn how to apply processes across clients, teams, and reviews
- Earn 24 CPD hours with a full implementation-ready framework
Built and delivered by practising accountants, this course is the same system we use to train our own team
What’s new this round?
- More live sessions: 4 x real-time Q&A sessions, including live demos of preparing a tax return, section by section
- Peer support: Instant access to a private WhatsApp group with your fellow cohort members
- Refined and improved: Updated based on feedback from 100+ past students who rated the course 5 stars
Course schedule
All calls are recorded and available on demand immediately.
- Live session 1: 21st July 2025
- Live session 2: 4th August 2025
- Live session 3: 18th August 2025
- Live session 4: 1st September 2025
What past students say
Working papers
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.
WhatsApp Support
When you enrol, you won’t be learning in isolation. You'll get immediate access to our private WhatsApp group, created exclusively for this cohort.
This is your space to share wins, challenges, and lessons in real time. Ask questions and get peer and tutor support between sessions. Build relationships with like-minded people on the same journey as you
CPD accredited
Gain 24 hours of accredited expert-led training, working paper templates, and practical Q&A sessions while fulfilling your CPD requirements.
Complete with CPD certificate.
On demand tutorials
On demand video tutorials guiding you through balance sheet reconciliations, profit and loss reporting and compliance
A cohort experience
Running as a hybrid course gives us a true cohort experience, learn and grow with your peers as you grow your firms together
4 hours of Q&A
4 x 60 minute sessions to get your questions answered, implement the resources with confidence and cohort accountability
What’s included?
Step-by-step blueprint
- Clear working papers to guide your process
- Finalisation, reconciliation, disclosure & tax checklists
- Real-time video demos for each section of a return
Live walkthroughs & support
- 4 x 60-min live sessions: watch us build a full return together
- Ask questions, test your understanding, and get feedback
- Recordings available to rewatch anytime
WhatsApp cohort group
- Access your tutor + peers in real time
- Share wins, troubleshoot, and stay accountable
CPD accredited
- Earn 24 hours of CPD with a certificate on completion
Templates & resources
- Editable working papers
- Software filing tutorials
- Manager-ready review points
See the full curriculum and a demo video below
The Course
This CPD-accredited eight week course is designed for accountants who want to elevate their expertise and deliver high-level service with confidence. Whether you're looking to refine your process or gain the confidence to tackle even the most complex cases, this course provides everything you need to succeed.
This guided 8 week refresher course gives you the exact blueprint used to deliver self-assessment tax returns with confidence.
This course is ideal for accountants who want to boost their confidence in preparing limited company accounts. Are seeking practical tools and strategies to streamline their workflow. Value CPD accreditation to enhance their professional development.
Includes full working papers & comprehensive accounts disclosure checklists.
Take a look inside
Step-by-step checklists for planning and finalising workflows
Curriculum
About the author
Rachel Harris is disrupting what it means to be an accountant, a business owner and an employer in 2025. She is a TEDx speaker, content creator, author, business owner and most importantly... an accountant! As the official accounting personality of the year & breakout star of the year, Rachel adds value to her audience of 150,000 by creating completely free long and short form content delivering financial education! She is passionate about free financial education for everyone, she is the founder of @accountant_she, her £1m firm striveX accountants, striveX audit, striveX consulting and striveX mortgages.