Meeting Aide Memoir
Remind all partners to discuss added value services.

Client Satisfaction Survey
A survey of over 11,000 entrepreneurial clients on what they want from their accountant.

Accounts & Tax Education Checklist
Educate clients on the processes involved.

Fixed Fees and Price Lists
If you are quoting a fixed price for a job make sure you use the 8 Point Checklist when Pricing Services.

Fee Proposal Document
This “Proposal Document” will help you present your proposal in a professional way.

Graphs and Accounts
Putting accounts in a graphical format is a way of helping clients understand trends and patterns.

Fraud Risk Awareness Pack
Fraud is a potential threat to every company but by can be managed, if done properly.

Management Accounts Pack
An Excel spreadsheet which can be used for either monthly or quarterly reporting.