Course curriculum

  • 01
    Welcome and useful information
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  • 02
    1. Formalities
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  • 03
    2.Accountant/bookkeeper formalities
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  • 04
    3.Marketing avatar
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  • 05
    4.Online marketing to get your first clients
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  • 06
    5.Offline marketing to get your first clients
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  • 07
    6.Setting your prices
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  • 08
    7. Year end accounts process
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  • 09
    8. AML
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  • 10
    9. Core software choices
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  • 11
    10. Practice management software options
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  • 12
    11. Which trading vehicle?
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  • 13
    12. Staff or outsourcing or solo venture?
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  • 14
    13. Values
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  • 15
    14.Deciding your brand
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  • 16
    15. Designing your website
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  • 17
    16. Letters of engagement, terms & conditions
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  • 18
    17. GDPR
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  • 19
    18. Onboarding process
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  • 20
    19. Other internal processes eg content marketing
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  • 21
    20. Tech stack
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  • 22
    21. Working with accountants/bookkeepers
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  • 23
    22. Finding a business partner or alternate
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  • 24
    23. Effective networking
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  • 25
    24. Social media networking
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  • 26
    25. The pros and cons of premises
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  • 27
    26. Competitor analysis
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  • 28
    27. Score app marketing
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  • 29
    28. Should you do advisory?
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  • 30
    29. Profit extraction
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  • 31
    30. Buying a business or a franchise
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  • 32
    31. Preparing for MTD
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  • 33
    What next?
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