One bundle. Total coverage. Maximum confidence.
This working papers bundle includes everything you need to systemise your delivery across key accounting and tax services. Whether you're training your first hire or scaling a team of 10, these templates will help you streamline prep, improve review, and protect your time.
Each paper has been tested and refined by our internal team over 5 years, used across hundreds of real client files, and built with practice growth in mind.
You’ll get structured templates, walkthrough PDFs, and smart built-in checks to help you catch errors before they become problems.
Save 10% when you download the full collection.
The exact working papers we use in our 7-figure accountancy firm, refined, structured, and ready to plug into your practice.
Here's a preview of what our working papers look like.
*video demo not included in download
What our community say
Over 1,400 accountants, bookkeepers, and practice owners have used Rachel & James’ content, templates, and training to increase confidence, improve file quality, and grow their practices.
Here’s what they’re saying:
"Exactly what I needed to feel confident"
“This gave me exactly that, confidence. It reassured me that I’m doing things correctly, while also introducing better ways to evidence and record my work. That alone gave me extra peace of mind, especially if I ever face a HMRC enquiry.”
"Real-world practical support"
“Extremely detailed with so many examples that commonly come up in real scenarios. Provided huge value for me. Once I completed the course, I filed my first limited company accounts within a couple weeks.”
"I now feel confident, supported and in control"
“The structure, the templates, the ongoing support – all incredible. I’ve never felt this positive about the future of my business.”
"Confidence, structure, and a system that works"
“It gave me a more systematic way of thinking and approaching accounts. Highly recommend to anyone launching their own practice.”
"A must-have for any accountant in practice"
“The course helped me go beyond routine processes. I now understand what I’m doing, not just ticking boxes. I’ve got clarity on complex areas and I’m confident applying the standards.”
What are working papers?
working papers refer to the documents and materials that auditors and accountants use to support the audit and preparation of financial statements. These papers serve as a detailed record of the procedures performed, the evidence obtained, and the conclusions reached during an audit or accounting engagement.
Here's everything included in the bundle:
This bundle helps you:
- Deliver core compliance services more consistently
- Improve file quality and reduce risk of errors
- Train and upskill staff with structured workflows
- Build a more scalable and systemised firm
Who it’s for:
- Accountants and bookkeepers in practice
- Practice owners building or training a team
- Anyone wanting to standardise client delivery
About the Author
Rachel Harris is disrupting what it means to be an accountant, a business owner and an employer. She is a TEDx speaker, content creator, author, business owner and most importantly... an accountant! As the official accounting personality of the year & breakout star of the year, Rachel adds value to her audience by creating completely free long and short form content delivering financial education! She is passionate about free financial education for everyone, she is the founder of @accountant_she, her £1m firm striveX accountants, striveX audit, striveX consulting and striveX mortgages.