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Practice Management

Managing the Practice

A wealth of guides for successful accountancy practices. From setting and implementing your strategy for growth and profit maximisation to how to structure the firm, share profits and plan for future succession. Tools to manage the internal team, including chargeable time maximisation, holiday planners and CPD resources, are also included.

Marketing, Pricing and Selling

Guides on generating client referrals, cross-selling and value pricing. Tools to win new work include a fee proposal document and the ‘winning clients wizard’ agenda creator to structure an effective first meeting.

Service Delivery

Excel and Word based accounts working papers along with tools to help educate clients on the steps required and the value being received. Tools for effective client meetings include an agenda creator and suggested topics to include in a pre-year-end meeting.

Client Engagement

Over 50 template engagement letters and schedules across mainstream work areas.

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Client Admin

A new client setup checklist and template letters to agree fixed pricing and monthly billing.

Mergers and Acquisitions

The 20:20 Innovation Mergers and Acquisition Action Pack and a wealth of additional resources from due diligence checklists through to guidance for meeting candidate firms.

Business Advisory

Business Advisory Manual

This manual was written to help 20:20 Innovation member firms widen and systemise their services and position their firms as being different to those that offer compliance services only. The aim is to help you keep existing and attract new clients and to provide a structured way of offering business advisory services.

Positioning the Firm as Business Advisors

A client helpsheet system to identify clients’ key concerns and educate them on your additional services. Marketing videos for your website and social media and pre-year-end tax planning prompts.

Advisory Services

As well as a comprehensive section on Corporate Finance and Due Diligence services, this section contains a guide on implementing a pre-year-end tax planning system and the very popular 20:20 Innovation resources “New Business Kit” and “Tough Times Action Pack”. You can add your branding to the New Business Kit and make it available to entrepreneurs, positioning your firm as a proactive thinker.

Strategic Planning for your Practice or for your Clients

Strategic and Business Plans

From understanding the starting position of the business to creating strategic and business plans this section contains a wealth of guidance. It also includes the ever-popular “57 Ways to Grow Your Business” which is a guide that you can brand for your firm and provide to clients, demonstrating your advisory credentials.

Forecasting

Comprehensive tools to aid forecasting and cash collection. This includes the time-saving ‘what-if?’ tool “Business Analyst” and an integrated 24-month P&L, cashflow and balance sheet forecasting tool.

Advising on Management and Processes

Tools and guidance on change management and systems and the internal team structure; organisation chart and objective statements.

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Client Learning and Value Adds

A range of documents that can be provided to clients to help them plan for business growth and implement actions. These all aid your firm’s marketing by highlighting the services you can offer.

Tax Tools

Owner Managed Businesses

Tools on profit extraction and business structures; including whether or not to incorporate.

Business Taxes

Tools to advise on the basis period change, timing of capital expenditure and a range of other matters, including VAT.

Other Information

Guidance on digitising tax records.

Tax Tips & Tools 2023/24

If you are a Platinum member head to your Dashboard to download your copy. Otherwise click the link below to purchase.

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How to Join and Access Resources

Click below to access the resources that are part of your 20:20 Innovation membership subscription. Not yet a member? Book a demo further below and a member of our friendly team will tell you more.

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