Practice management

Practice management links, resources and services available from the ICAEW Library & Information Service.

Resources and Services

The ICAEW Library & Information Service hold a wide selection of articles and books on practice management. In addition, the enquiry team provides a range of services using the databases and reference sources held within the collection.

Buying or selling a practice

Find out how to make your practice more saleable – or what to look for whilst buying a practice.

View the articles

Fees and billing

A collection of articles, links and resources on accountants' fees and charge out rates.

View the resources

Customer care

View our resources on customer care and managing client relationships.

View the resources

Succession plans

A collection of articles, links and resources on practice succession.

View the resources

Self assessment

Take advantage of our reliable source for capital histories, dividends and 31 March 1982 share prices.

Find out more

Managing people

Access HR links and resources including employment law and managing people.

View HR resources

Marketing

Marketing can enable you to get details of the services provided by your firm straight into businesses most likely to want them. On our Marketing your practice page you can access a selection of articles on practice marketing and find out more the services we offer that can help you target your marketing campaigns.

Client screening

Use our client screening service as part of your account opening and compliance procedures to check clients’ names against UK and global watch lists from bodies such as the FSA, Bank of England, Companies House and the EU. Reports on up to ten names are provided free of charge.

Engagement Letters

The Library & Information Service holds a wide range of engagement letters and other types of letters used by practices (from comfort letters to letters of representation).

Use our search and browse tools to help you find the letter you need, then contact us to request a copy of the letter (charges may apply).

Online catalogue

To find out how you can borrow books from the Library please see our guide to book loans.

You can obtain copies of articles or extracts of books and reports by post, fax or email through our document delivery service.

See also

Can't find what you're looking for?

If you have any difficulty in finding the material you are looking for please contact the enquiry team by phone on +44 (0)20 7920 8620, by fax on +44 (0)20 7920 8621 or by email at library@icaew.com.

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