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The profitability playbook for accountants and bookkeepers

Welcome, outcomes & goal setting

Welcome, outcomes & goal setting (4:41)
Layout of the course and how it works (2:46)

Your profitability playbook working papers

Download here
How to use the profitability playbook spreadsheet (8:47)

Setting up your profitability playbook

How to setup and customise your profitability playbook (5:32)
How to calculate hourly rates for you and your team (9:56)
Workflow spreadsheet
Limited company accounts preparation
Corporation tax return preparation
Bookkeeping
VAT return preparation
Payroll
Management accounts
Sole trader accounts preparation
Self-assessment tax return preparation
CIS returns

Pricing for profitability - part 1

hourly rates are dead - video tutorial
hourly rates are dead - activities and action points

Pricing for profitability - part 2

does packaging services work - video tutorial
does packaging services work - activities and action points

Pricing for profitability - part 3

overcoming objections - video tutorial
overcoming objections - activities and action points

Pricing for profitability - part 4

increasing fees - video tutorial
increasing fees - activities and action points

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Welcome, outcomes & goal setting

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