Free guides & templates for accounting practices
Practical, no-fluff resources built from what we see across UK and US practices every day. Enter your work email and each guide lands straight in your inbox.
UK MTD for ITSA Compliance Checklist
A practical, step-by-step checklist for getting your Self-Assessment clients ready for Making Tax Digital for Income Tax: what changes, when, and what to prepare now.
Busy Season Capacity Planning Template
A spreadsheet model to map peak filing periods against your team's real throughput, so you know exactly how much to flex externally versus hire for permanently.
In-House vs Outsourced Cost Comparison Worksheet
Plug in your own salary, on-cost and volume figures to see a side-by-side breakdown of hiring versus outsourcing for your specific practice. It's the working version of our online calculator.
Data Security Checklist for Choosing an Outsourcing Partner
The specific questions to ask any outsourcing provider before handing over client data: access controls, encryption, retention policy, and named accountability.
What UK & US practices are asking us right now
A few things worth knowing before you decide whether and how to bring outsourced support into your workflow.
MTD for ITSA and what it means for practice workflows
As Making Tax Digital extends to income tax, practices are re-costing quarterly compliance work. Outsourced teams can absorb the added volume without a proportional rise in fees.
Why more mid-size practices are outsourcing compliance work
Recruitment for qualified accounting staff remains slow on both sides of the Atlantic. Outsourcing has become the practical way to add capacity within weeks, not months.
What to check before trusting a partner with client data
Look for documented access controls, encrypted transfer, named account handlers and a clear data-retention policy, not just a broad confidentiality clause.
A practical framework for busy-season capacity planning
Map peak filing periods against your current team's real throughput, then decide what to flex externally versus hire for permanently. Most practices flex 20–40%.