The Practice Starter Kit

Every thriving practice starts with solid foundations. This bundle gives you Rachel’s proven tools for setting up your systems, managing clients, and building sustainable profit from day one. Perfect for ambitious accountants ready to create a firm that works for you, not the other way around

Products included in this bundle

22 products in total
Product image for Self-assessment tax returns - a refresher, confidence boost and practice blueprint

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
Product image for The profitability playbook for accountants and bookkeepers

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
Product image for Delivering MTD ITSA: The Complete Practice Blueprint

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