• 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

• 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

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.

• 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

Turn brand interest into paid partnerships, without selling out. This course gives creators and founders the exact tools, templates and strategies Rachel Harris uses to land aligned, well-paid brand deals. Learn how to pitch with confidence, set your rates, protect your time, and build long-term relationships with brands you actually believe in. Perfect for creators, small business owners, and anyone ready to monetise their personal brand with integrity.