An engagement letter protects the firm by provide a record of the contract between your firm and the client, and minimises the risk of any future misunderstandings between the parties.
Developing client relationships
An article exploring business growth which comes from two areas – selling additional services to existing clients and acquiring new clients for the practice.
Best practices for accounting firms to communicate with clients.
Information on the best ways to develop a long term business relationship with your clients.
Find out how to make a complaint, how we handle complaints, duty to report misconduct and the support available if you are the subject of a complaint.
Disengaging from clients, including preparing disengagement letters.
Key sources of help available for members in practice from ICAEW and other organisations.
Services for individuals
Articles about how accountancy practices can offer services as a trustee
The ICAEW Library & Information Service provides example sample documents and other resources, including engagement letters and model accounts.
Personal Financial Planning (PFP) is an area in which ICAEW Chartered Accountants are able to use their skills and experience and trusted relationships to deliver complementary services and work with other professionals to help clients and their families manage their personal finances. This increasingly important area of professional advice typically involves aspects of lifetime cash-flow modelling, investments, pensions and retirement planning, tax and estate planning, probate and personal insurances.
ICAEW is an approved regulator and licensing authority for probate services. This enables us to accredit firms to offer probate services to their clients. Here we explain the benefits of accreditation and the application process, provide support for accredited firms and also information for consumers including a register of ICAEW accredited for probate firms.
Services for businesses
Practical guidance for insolvency practitioners, including the latest information on SIPs, helpsheets, and sector news, as well as support on how to market your practice.
Practical guidance for probate practitioners, including the latest regulatory updates, helpsheets, and compliance information.
Find out what is licensed work and how your firm can become a licensed practice.
Find out how you can enhance the services you already offer your clients with a Designated Professional Body (Investment Business) licence. This section explains what regulated investment business is, who is regulated, and how your firm can apply for a DPB (Investment Business) licence.
This handy guide explains what regulatory authorisations are required to advise clients on different aspect of their personal finances with details on and how the ICAEW Designated Body Scheme (DPB) can be used.
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.
This page covers selected developments in UK companies legislation, prospective legislation and related matters of professional concern to accountants in practice, industry or commerce.
Regulations regarding referrals and commissions taken from ICAEW's Code of Conduct, Part B: Professional accountants in public practice.
This special report has been written to support local public bodies when they are in the process of tendering for external audit services under the Local Audit and Accountability Act 2014.
The role of professional accountants is fundamentally about creating trust. Trust that numbers are correctly stated and that a true and fair account has been produced, showing what money has been raised and how that money has been used.