Developing client relationships
Advisory services
- Hub page
- 14 Aug 2023
Key sources of help available for members in practice from ICAEW and other organisations.
Engagement letters
- Listing
- 24 Jul 2024
- Practice Department
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.
Client acquisition: Purchase of fees and cold calling
- Helpsheets and support
- 05 Jan 2021
- Practice Department
An article exploring business growth which comes from two areas – selling additional services to existing clients and acquiring new clients for the practice.
Client communications
- Listing
- 12 Jan 2023
- Practice Department
Best practices for accounting firms to communicate with clients.
Client disengagement
- Listing
- 30 Jan 2020
- Practice Department
Disengaging from clients, including preparing disengagement letters.
Client management
- Listing
- 25 Jul 2024
- Practice Department
Information on the best ways to develop a long term business relationship with your clients.
Services for individuals
Probate services
- Hub page
- 15 Jul 2024
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.
Personal Financial Planning Community
- Hub page
- 30 May 2023
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.
Model documents
- Link
- 28 Nov 2018
The ICAEW Library & Information Service provides example sample documents and other resources, including engagement letters and model accounts.
Acting as a trustee
- Listing
- 25 Jul 2024
Articles about how accountancy practices can offer services as a trustee
Services for businesses
Licensed Practice scheme
- Hub page
- 14 Apr 2023
Find out what is licensed work and how your firm can become a licensed practice.
Designated Professional Body (Investment Business) licence
- Regulations
- 14 Jul 2021
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.
UK company law
- Listing
- 09 Mar 2021
Resources include relevant ICAEW technical releases, such as guidance on dividends and distributable profits, and updates on key developments in regulation, prospective legislation and related matters of professional concern to accountants in practice, industry or commerce.
Making referrals
Ethics and referrals
- Article
- 11 Feb 2019
Regulations regarding referrals and commissions taken from ICAEW's Code of Conduct, Part B: Professional accountants in public practice.
Public sector
Procurement: Tendering for local audit
- Report
- 07 Mar 2018
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.
Public money for the public good
- Article
- 05 Jun 2018
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.
Further resources
Bloomsbury Accounting and Tax Service
Eligible firms have free access to Bloomsbury Professional’s comprehensive online library, comprising around 80 titles from some of the country’s leading tax and accounting subject matter experts.
Practice helpsheets
Helpsheets prepared by ICAEW Technical Advisory Services to assist you in your day-to-day work. We offer practical advice, respond to frequently asked questions and highlight the issues you may need to consider.