Year-end records checklist
Checklist for accountants
For accountants who want more small business clients before busy season.
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Share it with growing sole traders. They check their rolling total today and know when to call you.
A rolling twelve month sales calculator, how to read the result, what counts as taxable sales and the steps when you cross the line.
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The same audience, 13 other formats.
Checklist for accountants
For accountants who want more small business clients before busy season.
Email scripts for accountants
For anyone who sells to accounting firms and wants practice owners on their list.
Cheat sheet for accountants
For accountants who want to reach small business owners still learning the basics.
Guide for accountants
For accountants who want small business owners to trust them before the first call.
Template pack for accountants
For accountants who want self-employed clients coming back to them every month.
Swipe file for accountants
For accountants who want clients to give them clear, complete information the first time.
Buyer's guide for accountants
For accountants who want to be chosen for their service and their clarity rather than for the lowest fee.
Decision guide for accountants
For accountants who want to talk to new and growing businesses before they have picked a structure.
Mistakes list for accountants
For accountants who want sole traders and landlords to avoid the errors that bring penalties and stress.
Roadmap for accountants
For accountants who want sole traders and landlords to ask for help before the new rules reach them.
Case study for accountants
For accountants who want to win owners who dread year end and are still sending a bag of paper every January.
Scorecard for accountants
For accountants who want to reach owners in the months before year end, while there is still time to get the books in order.
Worksheet for accountants
For accountants who want to reach sole traders and small business owners who are worried about the next tax bill.
The same format, written for 6 other niches.
Calculator for mortgage and insurance brokers
For mortgage brokers who want first time buyers to start with a realistic budget.
Calculator for financial advisors
For financial advisers who want new clients to turn a vague goal into a monthly number.
Calculator for pension advisers
For pension advisers who want savers to see what tax relief adds to every payment.
Calculator for property investors and landlord educators
For property investment advisers who want new investors to judge a deal on the numbers.
Calculator for real estate flippers
For property flippers and mentors who want new flippers to make offers from the numbers.
Calculator for home improvement and solar installers
For solar installers who want homeowners with panels to see what a battery could save.
Free to start. No credit card.