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The profitability playbook for accountants and bookkeepers

Getting Started

Layout of the course and how it works (2:46)
How to download the Teachable App (1:01)

Welcome, outcomes & goal setting

Welcome to the course. (0:47)
Welcome, outcomes & goal setting (4:41)

Setting up your profitability playbook

How to setup and customise your profitability playbook (5:32)
Workflow spreadsheet
How to calculate hourly rates for you and your team (9:56)
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

Your profitability playbook working papers

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

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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