Free Resources
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You can download any of the items below and use them to help you achieve key business goals.
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You can find out more about how these items support and link in with Mark's services by exploring the services pages of this website.
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Have you checked to see how Mark could help you achieve key business goals? click here
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You might also be interested in:
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- Mark's blog containing Accountant jokes and fun
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- Mark's blog for ambitious professionals
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- Mark's articles - click here
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• Back copies of Mark's newsletter - click here
Weekly tax update, written especially for accountants in general practice
- from the Tax Advice Network
If you need the Adobe Acrobat programme to access any of the items below, you can download it for free by clicking this link. click here
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Tax related resources
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• The ABCDE of what clients want from their tax adviser click here
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• The VICCIOUS acronym to remember all taxes that need considering when advising clients click here
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• Ten tax tips for the self employed click here
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Make more profits from your smaller clients
The documents below contain a selection of ideas contributed, at Marks’ request, by audience members who have attended his talks on this topic. These documents are usually updated to reflect new ideas and tips within a fortnight of each subsequent presentation.
How to avoid professional negligence claims
The documents below contain a selection of ideas contributed, at Marks’ request, by audience members who have attended his talks on this topic. The first four documents are usually updated to reflect new ideas and tips within a fortnight of each subsequent presentation.
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- The risk of PI claims - click here
- Ideas and tips to control the level of PI insurance premiums - click here
- Ideas and tips to keep uptodate quickly and easily - click here
- What will you do differently as a result of the session? - click here
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Earlier versions of the talk also included the follwoing:
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- How to minimise the risk of being sued by unhappy clients - click here
- Guarantees I am happy to give to clients - click here
- Beyond MLR, screening processes for new clients - click here
- Tax checklists that work - click here
- Ideas and tips to reduce high likelihood/high impact tax advice related risks - click here
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