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Practice management

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

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Topics

Buying or selling a practice
Advice to help make your practice more saleable and identify areas that potential buyers will want to explore.
Client management
A strong client relationship is vital to the success of any accounting practice. On this page we provide a selection of resources on client care and management.
Fees and charge out rates
A collection of resources on fees and charge-out rates in the accountancy profession.
Marketing your practice
Marketing can help to get your firm in front of the businesses most likely to need your services. On this page you can find information on successful practice marketing and the services we provide to help you.
Payroll services
Payroll compliance work is an important revenue stream for many practices. On this page we highlight some of the resources and services available from the ICAEW Library & Information Service.
Practice succession
Successful practice succession can be a real challenge. You may need to fund the retirement of older partners while keeping the practice an attractive proposition for new ones.
Support for growing your practice
We know that starting and growing a practice can be challenging. The ICAEW Library can support you with guidance, information and a range of practice support services.

Client screening

Use our client screening service as part of your account opening and global compliance procedures to check clients' names against UK and global watch lists from bodies such as the FCA, Companies House and the Insolvency Service. Reports on up to three names per week are provided free of charge.

Engagement letters

The Library & Information Service holds a range of engagement letters and other standard documents, including comfort letters and letters of representation.

Technical support

Articles and books in the ICAEW Library collection

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