Run and grow your practice

• Your firm's annual return
• Annual return guidance notes
• ISQM 1 annual evaluation helpsheet
• Maintaining your firm record - form
• Maintaining your firm record - guidance

• ICAEW Code of Ethics

• AML hub
• Money laundering and compliance checklist
• AML tipping off
• Suspicious activity reports
• AML for smaller practices
• AML helpsheets

• Client screening
• Electronic client due diligence
• AML client due diligence

• Clients' money regulations
• Clients' money regulations - helpsheet
• Clients' money FAQs

• Firms' guide to CPD
• Firm FAQ on CPD

This page provides details about the application process for firms wishing to carry out regulated work and what we need to approve your application(s).

• Regulatory pages on changing your firm structure

It is important to maintain an accurate ICAEW firm record. Use this guide to find out what to consider when changing the structure of your firm.

• Guide to maintaining your firm record

Technical helpsheet outlining the considerations to be addressed when a significant change is made to the composition of a firm, such as the arrival or departure of a principal.

• Helpsheet - changes in the composition of your firm

Please use these forms to notify us of changes to your practice such as principal changes, office changes, trading names, structure of the firm or regulatory contact changes.

• Helpsheet - standing data change form for regulated firms

Helpsheet providing answers to frequently asked questions on firm changes.

• Firm changes FAQs

ICAEW October 2024 article providing an update on the independence implications of private capital funding.

• Private equity investment in audit firms

• Individual CPD requirements
• Training - CPD courses
• Training - Team training
• Bloomsbury Accounting and Tax Service
• Partner appraisals

• How ACA training works
• Train the ACA
• FAQs on training the ACA
• Visit the Employer Support Hub

• Student recruitment
• Apprenticeships
• Recruiter service for trainees
• Recruiter service for qualified staff
• Resources and articles on recruitment

• Using subcontractors
• Helpsheet: Using a subcontractor
• Helpsheet: Acting as a subcontractor
• Resources and articles on outsourcing

• Guidance on your duty to report misconduct

How accountancy practices are changing their structure, technology and business models in response to developments in technology and the business environment.

• Practice technology hub
• Develop your digital practice
• Cloud computing hub
• Risks and assurance of emerging technologies

• Cyber security hub
• Cyber Essentials - Keep your practice safe

Our Cyber Essentials guide and checklist explains how to protect your business and your clients from cyber risks and threats.

• Artificial Intelligence hub - Expand your accounting intelligence with ICAEW's practical AI resources 
• Article: What is - and isn't - artificial intelligence
• Article: Types of AI: how are they classified
• Generative AI Guide - Guide developed by ICAEW, with input from other technical experts, to help you explore the use of generative AI.
• AI masterclasses - Short videos showcasing how ICAEW members use artificial intelligence tools
• Member view: Why professional scepticism is so crucial to using AI
• Webinar: Global research on AI and the future of the profession

• Excel community
• Data analytics community

• Finance in a digital world
• Course: Introduction to Generative AI
• Course: Generative AI for Finance
• CPD courses: data and tech

Information on growing your practice by selling additional services to existing clients and acquiring new clients for the practice. ICAEW services which can help are signposted, including the ICAEW Library's mailing list service and the ICAEW copy checking service.

• Client acquisition: Purchase of fees and cold calling

Advice and links to further resources on the difficult but vital subject of agreeing fees and setting charge-out rates.

• Fees and charge out rates

Guidance on the issues to be considered before accepting an appointment and best practice in drawing up an engagement letter upon accepting an appointment.

• Client engagement

Guidance on disengaging from clients, including preparing disengagement letters.

• Client disengagement

See the Ongoing firm compliance section on our Run and grow your practice page for more information on complying with anti-money laundering and 'Know your client' requirements:

• Anti-money laundering and Know Your Client requirements

Watch our on-demand recording of this half day event focussed on essential strategies for expanding your practice.

• Grow your own practice

The latest virtual and live events related to Practice as well as recordings to watch in your own time.

• Practice events
• See our on demand recordings available: Practice webinars on demand