How & when to increase your prices

Whether you're a seasoned entrepreneur seeking to refine your pricing strategy or a budding business owner navigating the complexities of pricing for the first time, this webinar & toolkit combo provides the knowledge and resources you need to elevate your pricing game and achieve sustainable success in your industry. Don't just price, strategize – and watch your business soar.

Digital file•1 file•By Nive Raj

Limited Company Accounts and Corporation Tax – 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

Working papers - bundle 10% off

Collection

Advisory call template for accountants and bookkeepers

Introducing our advisory call template for Accountants & Bookkeepers: Your complete guide to feeling confident and calm during advisory or financial MOT calls. It covers the preparation checklist, a fee review, a call template and follow up plan for action, with a structured format for before, during, and after calls. Impress clients with professionalism & confidence. Download now!

Digital file•1 file•By Rachel Harris

Allowable expense queries for influencers

Understanding the expenses you can claim as allowable can be confusing at the best of times … trying to do so as an influencer and content creator can be even more tricky as currently, HMRC does not have any guidance related to such expenses. To try and find a bit more clarity, we’ve recently spoken to HMRC to get some guidance when it comes to all things allowable expenses for influencers!

Digital file•1 file•By Nive Raj

Autumn Budget Survival guide

Navigate change with confidence with our Autumn Budget Survival Guide. Stay ahead of shifting policies and protect your business from financial surprises. This comprehensive resource combines Rachel Harris’s exclusive on-demand webinar with a practical follow-up toolkit equipping you to analyse, adapt, and act on the latest budget updates.

Digital file•1 file•By Rachel Harris

Budgeting 101

Master financial control and strategic planning with the Business Owner's Budgeting Toolkit led by Rachel Harris. Analyse costs, set income goals, and conduct quality of life audits to align personal and professional aspirations. Includes PDF booklet & access to on-demand webinar for comprehensive guidance.

Digital file•1 file•By Nive Raj

Business owners pricing strategy workshop

Unlock the potential of profitable pricing with our Business owners pricing strategy workshop. Learn how to price with confidence, protect your margins, and grow sustainably with strategies proven inside a 7-figure accounting firm.

Digital file•1 file•By Nive Raj

Calm Cashflow

Collection

CIS Returns: Confidence Boost and Practice Blueprint

The Construction Industry Scheme trips up more accountants and bookkeepers than almost any other area of compliance. The rules aren't complicated, but the combinations of contractor, subcontractor, materials, deduction rates, reverse charge VAT, and monthly deadlines create a lot of room for second-guessing. This course is built on how we actually manage CIS at striveX, across real contractor and subcontractor clients, real monthly returns, and real conversations with HMRC. Six live sessions. Every question answered. A system you can use from the week you finish. We cover: CIS registration (contractor and subcontractor), the three deduction rates and when each applies, subcontractor verification, monthly returns and payment deadlines, materials calculations, reverse charge VAT, year-end reconciliation and CIS refunds, and how to build a repeatable CIS service in your practice.

Course•By Rachel Harris

Client Engagement

Collection

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

Collecting client data to streamline your practice

Take your client engagement to the next level with our comprehensive NPS Feedback Collection Guide. This digital download is designed to help you effortlessly gather and analyse client feedback, ensuring you can continually improve your services and boost client satisfaction.

Digital file•1 file•By Nive Raj

Confident Compliance

Collection

Creators & Influencers

Collection

Delivering MTD IT: The Complete Practice Blueprint

MTD IT 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

Email templates - Agent access & tax registrations

These email templates have been built, tried, tested and improved across the growth of our own practice and we’ve seen demand increase from practice owners who are maybe new to practice or need more confidence when communicating with clients for different services. Our email templates are best used in partnership with our working papers and processes which can be purchased from the @accountant_she store.

Digital file•2 files•By Rachel Harris

Email templates - Bookkeeping & VAT

These email templates have been built, tried, tested and improved across the growth of our own practice and we’ve seen demand increase from practice owners who are maybe new to practice or need more confidence when communicating with clients for different services. Our email templates are best used in partnership with our working papers and processes which can be purchased from the @accountant_she store.

Digital file•2 files•By Rachel Harris

Email templates - bundle 10% off

Collection

Email templates - CIS returns

These email templates have been built, tried, tested and improved across the growth of our own practice and we’ve seen demand increase from practice owners who are maybe new to practice or need more confidence when communicating with clients for different services. Our email templates are best used in partnership with our working papers and processes which can be purchased from the @accountant_she store.

Digital file•2 files•By Rachel Harris

Email templates - Company secretarial

These email templates have been built, tried, tested and improved across the growth of our own practice and we’ve seen demand increase from practice owners who are maybe new to practice or need more confidence when communicating with clients for different services. Our email templates are best used in partnership with our working papers and processes which can be purchased from the @accountant_she store.

Digital file•2 files•By Rachel Harris

Email templates - Limited company accounts

These email templates have been built, tried, tested and improved across the growth of our own practice and we’ve seen demand increase from practice owners who are maybe new to practice or need more confidence when communicating with clients for different services. Our email templates are best used in partnership with our working papers and processes which can be purchased from the @accountant_she store.

Digital file•2 files•By Rachel Harris

Email templates - Partnership accounts & self-assessments

These email templates have been built, tried, tested and improved across the growth of our own practice and we’ve seen demand increase from practice owners who are maybe new to practice or need more confidence when communicating with clients for different services. Our email templates are best used in partnership with our working papers and processes which can be purchased from the @accountant_she store.

Digital file•2 files•By Rachel Harris

Email templates - Payroll & pension

These email templates have been built, tried, tested and improved across the growth of our own practice and we’ve seen demand increase from practice owners who are maybe new to practice or need more confidence when communicating with clients for different services. Our email templates are best used in partnership with our working papers and processes which can be purchased from the @accountant_she store.

Digital file•2 files•By Rachel Harris

Email templates - Self-assessment of directors and partners

These email templates have been built, tried, tested and improved across the growth of our own practice and we’ve seen demand increase from practice owners who are maybe new to practice or need more confidence when communicating with clients for different services. Our email templates are best used in partnership with our working papers and processes which can be purchased from the @accountant_she store.

Digital file•2 files•By Rachel Harris

Email templates - Sole trader accounts & self-assessments

These email templates have been built, tried, tested and improved across the growth of our own practice and we’ve seen demand increase from practice owners who are maybe new to practice or need more confidence when communicating with clients for different services. Our email templates are best used in partnership with our working papers and processes which can be purchased from the @accountant_she store.

Digital file•2 files•By Rachel Harris

Financial wellbeing for business owners

Introducing the Monthly Financial Wellbeing Routine for Business Owners! This toolkit is designed to help entrepreneurs and business owners take control of their financial health. Led by Rachel Harris this kit will offer valuable insights, practical strategies, a checklist for every month in your business and essential tools to ensure the financial well-being of your business on a monthly basis so you can avoid those anxiety filled talks with your accountant.

Digital file•1 file•By Nive Raj

Hiring 101

Take the guesswork out of growing your team. This practical resource combines Rachel Harris’s on-demand webinar with a comprehensive follow-up toolkit—designed to help founders make their first (or next) hire with clarity and confidence.

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How to get paid faster as a business owner

Are late payments causing cash flow headaches for your small business? We understand the challenges you face, and that's why we've created the ultimate solution – our comprehensive "How to Get Paid Faster as a Business Owner" Toolkit.

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How to have a board meeting as a small business owner

Elevate your small business with our Small Business Board Meeting Toolkit, featuring a 60-minute workshop led by renowned strategist Rachel Harris. Learn to conduct effective board meetings that drive growth, foster innovation, and ensure long-term success. Dive into strategic insights, practical tips, and Q&A sessions with Rachel and her board member, Phil. Seize this opportunity to make informed decisions and future-proof your business.

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How to hold personal development sessions with your team

Are you ready to inspire and guide your team toward personal and professional excellence? Elevate your leadership skills with our exclusive toolkit: "How to Hold Personal Development Sessions with Your Team."

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How to Implement Processes and Procedures into Your Business Toolkit

Unlock the power of streamlined operations with our toolkit: Implement Processes and Procedures. Elevate efficiency and drive growth with proven strategies to assess, refine, and implement processes. Gain insights into change management, role clarity, and performance metrics. Access our exclusive webinar led by Rachel Harris, featuring practical tips and Q&A sessions. Invest in your business's future today and lead with confidence towards sustained success.

Digital file•1 file•By Nive Raj

How to Implement systems & Processes into Your Business Toolkit (2025)

Feel like you’re constantly reinventing the wheel in your business? This on-demand webinar and downloadable toolkit will help you stop the chaos and start scaling with ease. Join accountant and business systems nerd Rachel Harris as she walks you through how to: Identify repeatable tasks in your business Build simple, scalable processes Choose tools that actually help Get your team to follow systems that stick

Digital file•1 file•By Nive Raj

How to manage your time as a self-employed person

Whether you're running your own business, freelancing, or pursuing your passion project, effective time management is essential for success. "How to Manage Your Time as a Self-Employed Person" is your comprehensive guide to maximizing productivity and achieving your goals.

Digital file•1 file•By Nive Raj

How to smash a sales call

Unlock your sales potential with Rachel Harris’s proven strategies for confidently leading client conversations that convert. Whether you’re a seasoned business owner or booking calls for the first time, this digital download includes everything you need to elevate your sales game.

Digital file•1 file•By Nive Raj

How to understand the value of your business

Know what your business is really worth and how to grow it. In this on-demand webinar, Rachel Harris demystifies valuation methods and shows you practical ways to increase value in the next six months. Includes a follow-up toolkit with a valuation worksheet, red–amber–green scorecard, and prompts to turn insight into action.

Digital file•1 file•By Nive Raj

LTD Company Expenses Explained

Introducing our comprehensive Expenses Explained booklet detailing allowable expenses for limited companies. Covering wages, insurance, rent, maintenance, travel, advertising, and more, it's your ultimate guide to maximizing deductions and optimizing finances. Get clarity on claimable expenses today!

Digital file•1 file•By Nive Raj

Marketing & Sales

Collection

Mastering sales Strategies to convert more clients

Unlock the full replay of our high-impact Mastering Sales webinar—plus access to the complete follow-up toolkit designed to help you refine, simplify, and supercharge your sales process.

Digital file•1 file•By Nive Raj

Maternity & paternity pay for the self-employed toolkit

This toolkit is designed to help entrepreneurs and business owners take control of their family planning decisions. Led by Rachel Harris this kit will offer valuable insights, practical strategies, a checklist for planning maternity and paternity leave for you as a business owner.

Digital file•1 file•By Nive Raj

New starter onboarding checklist

Streamline your employee onboarding with this comprehensive, step-by-step New Starter Onboarding Checklist! Designed for businesses looking to create a seamless and efficient new hire experience, this digital resource provides everything you need to ensure a smooth transition for new team members. What to expect: A structured step-by-step guide to seamlessly onboard new team members, Ready-to-use email templates and day 1 plan!

Digital file•1 file•By Rachel Harris

Practice Makes Perfect - Marketing Masterclass

Course•By Rachel Harris

Pricing strategy workshop - on demand

Do you want to make sure your pricing strategy is working for your business? Whether you sell products or offer services, pricing is key to profitability, positioning, and success. During this session, you’ll get hands-on guidance to confidently set prices that reflect the value of your work, improve your profitability, and resonate with your target market. Includes the on-demand recording and your digital download toolkit and worksheet to take you through the workshop!

Digital file•1 file•By Rachel Harris

Prospective client checklist for accountants and bookkeepers

Introducing our Ultimate Call Template for Accountants & Bookkeepers: Your complete guide to feeling confident and calm during prospective client calls. It covers all financial and quoting questions, with a structured format for before, during, and after calls. Impress clients with professionalism & confidence. Download now!

Digital file•1 file•By Rachel Harris

Quality of life audit for business owners

Course•By Rachel Harris

Requesting professional clearance

Make client transitions seamless with our Professional Clearance Request Guide—your go-to resource for requesting professional clearance from a client’s previous accountant. This downloadable guide includes a step-by-step process to follow and a ready-to-use email template, ensuring you handle the request professionally and efficiently. Save time, stay compliant, and impress clients with a smooth onboarding experience!

Digital file•1 file•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

Should You Put Your Kids on Payroll (UK Guide for Business Owners)

This on-demand webinar deep dives into when and how to put your children on payroll the right way - including the tax savings, HMRC rules, and the exact structure to do it safely and confidently.

Digital file•1 file•By Nive Raj

Sole Trader Expenses Explained

Introducing our comprehensive Expenses Explained booklet detailing allowable expenses for Sole Traders. Covering wages, insurance, rent, maintenance, travel, advertising, and more, it's your ultimate guide to maximizing deductions and optimizing finances. Get clarity on claimable expenses today!

Digital file•1 file•By Nive Raj

Start of year business reset

Reset, refocus, and realign your business for the year ahead with our Start of Year Business Reset digital download.

Digital file•1 file•By Nive Raj

Systems In Practice

Collection

Team Growth Framework

Collection

The creators guide to making serious money online

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.

Course•By Rachel Harris

The Financial Forecasting Toolkit: Build a Financial Roadmap for Your Business

Build a clear, confident financial roadmap with our proven approach to forecasting. Learn how to plan income, manage costs, and use your forecast as a powerful decision-making tool. Includes a practical on-demand webinar led by Rachel Harris, actionable templates, and reflection prompts to help you take control of your business finances. Create clarity, reduce stress, and lead with intention.

Digital file•1 file•By Nive Raj