Client onboarding playbook

Client onboarding playbook: a plug-and-play system to onboard new clients with ease Course overview: Onboarding a new client shouldn’t be messy, inconsistent, or time-consuming. This ready-to-use digital pack gives you the exact system accountants and bookkeepers need to create a smooth, professional client journey from first enquiry through to final handover. Designed to be white-labelled, software-agnostic, and role-based, this playbook is built so you can brand it, adapt it, and roll it out to your own firm straight away. Whether you’re a solo practitioner or leading a growing team, this toolkit will help you: Save hours of admin time. Ensure compliance steps are never missed. Deliver a first-class client experience every single time.

Course•By Rachel Harris

Delivering MTD ITSA: The Complete Practice Blueprint

MTDITSA working papers and pre-submission checklists ready to use Email templates for clients covering the entire MTD workflow Segment, reprice, and file with clear, proven frameworks Rollout plan for clients and team, including training & SOPs

Course•By Rachel Harris

Practice Makes Perfect - Marketing Masterclass

Course•By Rachel Harris

Self-assessment tax returns - 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

Course•By Rachel Harris

The profitability playbook for accountants and bookkeepers

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.

Course•By Rachel Harris

The Technical Skills Test Toolkit: for accountants & bookkeepers hiring with confidence

• 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

Course•By Rachel Harris

University on demand

Course•By Rachel Harris