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Client management

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

Are your client bank account reconciliations fully compliant?

In this article we provide a guide into the client funds reconciliation process to assist practices and their finance teams.

Anti-money laundering

A chapter covering the law and associated practical matters concerning anti-money laundering compliance for tax professionals.

Red flags to navigate DAC 6 hallmarks


15 December 2020: With the first reporting deadline less than two months away, Simon Bird from BDO LLP talks through a risk-based approach to compliance with DAC 6, highlighting practical ways in which entities can recognise the classes of arrangements which might be subject to these rules.


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.

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