Course curriculum
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01
Welcome and useful information
Show details -
02
1. Formalities
Show details- 1.Formalities
- Formalities checklist
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03
2.Accountant/bookkeeper formalities
Show details- 2.A&B formalities
- A&B formalities checklist
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04
3.Marketing avatar
Show details- Client avatar form
- Client avatar
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05
4.Online marketing to get your first clients
Show details- Online marketing
- online ideas
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06
5.Offline marketing to get your first clients
Show details- offline ideas
- Offline marketing
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07
6.Setting your prices
Show details- pricing calc
- Pricing video
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08
7. Year end accounts process
Show details- Year end accounts process
- Year end templates etc
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09
8. AML
Show details- AML
- AML risk assessment sample
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10
9. Core software choices
Show details- Core software choices
- core software
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11
10. Practice management software options
Show details- Practice management software
- Practice management software
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12
11. Which trading vehicle?
Show details- Which trading vehicle? Should I VAT register?
- Trading vehicle
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13
12. Staff or outsourcing or solo venture?
Show details- Human resources
- Staffing decisions
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14
13. Values
Show details- Explaining the values exercise
- Values exercise
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15
14.Deciding your brand
Show details- Brand
- brand v2
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16
15. Designing your website
Show details- Website
- Website essentials
- Website
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17
16. Letters of engagement, terms & conditions
Show details- LOE
- LOE and T&C
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18
17. GDPR
Show details- GDPR
- GDPR
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19
18. Onboarding process
Show details- Our onboarding process at Minerva Accountants
- Sample onboarding process
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20
19. Other internal processes eg content marketing
Show details- Internal processes - marketing process
- Onboarding process
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21
20. Tech stack
Show details- Our tech stack at Minerva Accountants
- Minerva tech stack
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22
21. Working with accountants/bookkeepers
Show details- Working with accountants or bookkeepers
- Working with accountants/bookkeepers
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23
22. Finding a business partner or alternate
Show details- Business partners and alternates
- Business partners
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24
23. Effective networking
Show details- Networking
- Effective networking
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25
24. Social media networking
Show details- Social media intro
- Accountex talk 2018
- Social media
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26
25. The pros and cons of premises
Show details- Premises, serviced offices or remote working?
- Premises
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27
26. Competitor analysis
Show details- Who are your competitors
- Competitors
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28
27. Score app marketing
Show details- Score app marketing
- Scoreapp
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29
28. Should you do advisory?
Show details- Should you do advisory
- Advisory
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30
29. Profit extraction
Show details- Profit extraction
- Profit extraction
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31
30. Buying a business or a franchise
Show details- Buying a business or a franchise
- Buying a business
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32
31. Preparing for MTD
Show details- MTD
- MTD
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33
What next?
Show details- What next
- What next