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Client management

Information on the best ways to develop a long term business relationship with your clients.



Use the BAS logo to promote your practice and attract new clients. Provide a free initial consultation, without obligation, and get connected with owners of small and medium-sized businesses looking for accountancy and business advice.

Practice management guide

The main benefits of incorporating a practice management tool in accounting firms include being able to plan and monitor work tasks, as well as forecasting fees from clients and flagging any monies outstanding.

My client is leaving: what do I do?


4 February 2020: the new year is often a time when clients decide to change their accountants, but what should you do if a client decides to leave your practice?

Withholding signature or service

Helpsheet providing information on the legal and practical considerations when deciding whether to withhold signature or service.

Fee information

Technical helpsheet issued to help ICAEW members understand what information they need to provide to (potential) clients about fees and offers practical suggestions for dealing with a request for fee breakdown information.

Helpsheet B: Tax Advice


This help sheet provides guidance on the application of the PCRT Fundamental Principles and Standards for Tax Planning. This help sheet includes the Standards for Tax Planning, further discussion of the Standards, and FAQs which are designed to illustrate the practical application of the Standards.

Making tax digital for VAT - A starting point for members in practice

Technical helpsheet to help members in practice with implementing Making Tax Digital for VAT. It gives a breakdown of the key dates and next steps on keeping digital records, setting up an HMRC Agent Services Account, preparing clients for MTD, and using MTD compliant software.

Tools for business


Find out about the tools that can help you in your career as an independent adviser or consultant.

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