MTD for Income Tax Self Assessment (ITSA)
A practical meeting structure for helping clients with new ITSA requirements.
Capitalise capital review
A health check for an advisor working with clients on their capital management or funding needs.
Quarterly business advisory meeting
A framework that ensures progression and accountability, augmented by management reporting, KPI analysis and forecasting.
Solving accounts payable inefficiencies with approval automation
For anyone who wants to use approval software with their prospective customers.
How to reduce late payments
For accountants and bookkeepers looking to help clients reduce late payments and improve cash flow.
Virtual client meeting
A simple agenda template for accountants who want to start running smarter and more actionable client meetings.
Building a connected purchasing strategy
For accountants who are interested in offering smarter purchasing options to their clients.
Cashflow management, forecasting and scenario planning
For anyone who wants to help put cashflow on the agenda.